Baldwin Insurance Just Got a $7.7 Billion Vote of Confidence
An 88% premium to BWIN’s June 17 price raises a pointed question for investors still holding comparable brokers at the…
Economy
An Activist Is Trying to Fire Ethan Allen’s 82-Year-Old CEO
Doug Bergeron’s proxy fight gives ETD a catalyst, but housing is the harder problem to solve.
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.
Copper Near $6.60 With Three Supply Crises at Once
Congo's concentrate export ban, Chile down 9.4%, and TC/RCs at zero keep the squeeze tight for FCX and SCCO.
Waymo Now Runs 500,000 Rides a Week. A $48 Billion Industry Is Taking Shape.
Alphabet's robotaxi arm is scaling fast. Goldman’s forecast is starting to look like a timetable.
ROIV Has Its First Approval. Now Comes the Harder Part.
Lisraya wins dermatomyositis, but a boxed warning, a larger patient pool than advertised, and Phase 3 readouts define what the…
WDAY Beat on Everything. The Guide Is the Problem.
Workday’s Q2 was nearly clean. A light subscription outlook pushed shares down after hours. That dislocation is worth examining carefully.
Five Numbers That Tell You the Basis Trade Is Cracking
A trader's watchlist for the plumbing stress signals that matter most when $4 trillion in hedge fund Treasury leverage meets…
Tesla’s 2.98M-Vehicle Recall Is a Headline, Not a Bill
When the fix is software, vehicle count says little about cost.
The Network Layer Is Now the Hottest Trade in AI
ANET just delivered its first $3 billion quarter. AVGO is guiding to $16 billion in AI chips for Q3. September…