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UPS and Coca-Cola Raise Guidance by Charging More, Not Selling More
Dear readers, The sturdiest earnings news of the day comes from a package carrier and a soda maker, not from...
Anthropic’s IPO Meets a Fed Week That Prices Another Hike
Dear readers, The AI industry wants fresh money just as money gets more expensive. Anthropic has formally filed for its...
Cloud Giants Face a Cash Test as Money Rotates to Safety
Dear readers, The chip earnings are behind us, and the spotlight now moves to the companies that buy the chips....
Lam, Tesla and Meta Clear the Bar and Still Get Sold
Dear readers, Wednesday's open question got its answer overnight. Lam Research told investors that global spending on chipmaking equipment will...
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Net Worth
SpaceX Hits the Carriers, Medicare Stars Lift Humana
Dear readers, The S&P 500 closed its third straight weekly gain on Friday, just below Tuesday's record....
OpenAI’s Miss Exposes AI’s Debt Load as Yields Climb
Dear readers, One number from OpenAI was enough on Thursday to push the semiconductor index down 3.4...
Banks Slump 13% Ahead of Profit Gains of Up to 20%
Dear readers, Oil above $105 a barrel on reports of possible US strikes on Iran is weighing...
Records on Narrow Shoulders as the 10-Year Yield Tops 5.3%
Dear readers, The S&P 500 closed above 7,800 for the first time on Tuesday, and the bond...