GLP-1 cash flow is funding a new franchise in bone health and endometriosis, while the oral weight-loss pill Foundayo races…
Super Micro Has $60B in Orders. The Stock Trades Like It’s Forgotten.
Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order book that dwarfs…
Mortgage Rates Hit a 14-Month High. Housing Pays for It.
Freddie Mac’s 30-year rate climbed to 6.76% for a third week, and with the 10-year yield near 5%, homebuilders and…
Oracle Spent $28.5 Billion in One Quarter. Revenue Is Catching Up.
Cloud infrastructure up 121% to $7.4 billion and a $90 billion guide are the first real answers Oracle investors wanted.
Apple’s iPhone Duo Costs $1,999. Who Pays the Memory Bill?
Apple held the Duo at $1,999, then leaned on the storage ladder. The December quarter is the test.
August Air Travel Just Shrank. What That Tells You About the Economy.
A rare summer dip is forcing airlines to cut seats, and Delta looks very different from Frontier right now.
The Iran War Has Taken $770 From Every U.S. Household
With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is reshaping where Americans…
Inditex’s 58.7% Gross Margin Looks Brilliant. The Cost Line Tells a Different Story.
Record first-half sales could not mask operating expense creep.
SoftBank Is Borrowing From Japanese Households for OpenAI
A record ¥1 trillion retail bond at 4.75% shows how Son is funding a giant AI bet.
British Gilts at 28-Year Highs. Collecting or Caught?
A near-6% yield on 30-year gilts looks tempting in the U.S., but the October 28 Budget and sticky inflation complicate…