Four beats, ~17% above consensus on average. Tuesday tests Scorpio.
Lennar’s Guidance Tells the Real Story Before Dec. 16
With Q4 EPS guidance 26% below consensus and the 30-year fixed at 7.24%, the math into year-end is harder than…
Two China Trade Deadlines Hit the Same Week. Neither Has Paper.
Rare-earth suspension and 178 tariff exclusions lapse Nov. 9-10 without new notices.
Gilead and Incyte Surged When the Nasdaq Fell. Take Note.
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.