Biotech and healthcare led the week while software slid. Was it real rotation or just timing?
Amazon and Meta’s Bonds Are Saying What Stocks Aren’t
Goldman puts the investment-grade ceiling at $510 billion. Friday’s widening shows the market is already negotiating who gets in.
AbbVie’s Humira Is Fading. Skyrizi and Rinvoq Are Bigger.
Skyrizi and Rinvoq now dwarf Humira. Watch Q3 for the cleanest read yet.
Binance Is Frozen. Here Is What Bitcoin Needs to Do Before the Open.
The world's largest crypto exchange suspended all deposits and withdrawals after a $6.3 billion theft. Bitcoin is trading near $78,000,…
T-Mobile Beat Big. The Broadband Play Explains Why.
TMUS's 34% EPS jump and raised guidance point beyond wireless.
What D.R. Horton’s Numbers Reveal About 7.4% Mortgages
The builder's fiscal year results show it is absorbing high-rate costs so buyers can close. That math has limits.
Microsoft Offered 60,000 Workers a Way Out. Azure Has to Pay Tonight.
The voluntary exit offer is not a coincidence. Tonight’s earnings tell us if it works.
Jio Platforms Is Public. Now Comes the Hard Part.
A 21% listing pop is the easy money. Whether Jio can close the gap on Airtel's per-user revenue is the…
Stablecoin Rules Are Splitting North America in Two
The OCC is courting banks as stablecoin issuers while Canada bans paying yield, and the gap between those two rulebooks…
EQT Is Acquiring Range Resources to Fuel the Data Center Age
A $50 billion all-stock deal gives EQT 30-plus years of Appalachian inventory just as power-hungry data centers start signing decade-long…