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?
Biotech and healthcare led the week while software slid. Was it real rotation or just timing?
October 31, 2026 Bonus Content: Qualcomm’s Cars Are Carrying the Company as Apple Walks Out...
A limpet-mine hit in Hormuz and a U.S. warning about post-election strikes give oil traders a hard deadline.
With Brent at $116 and war-risk insurance surging, energy managers are modeling what earnings look like if Hormuz normalizes.
The Q3 call delivered progress on 18A-P and packaging. The market is focused somewhere else.
October 29, 2026 Bonus Content: Carvana Sold 217,000 Cars and Made $483M. The 10-Year Yield...
Mastercard's Q3 report this morning tests whether Visa's slide was a one-off or a broader reset for payment networks.
October 29, 2026 Bonus Content: Nvidia’s $12.93 Billion Hugging Face Deal Draws DOJ Scrutiny A...
The builder's fiscal year results show it is absorbing high-rate costs so buyers can close. That math has limits.
With revenue up 24% and enterprise 3D scaling fast, Unity is no longer distressed. That changes the Microsoft math.