Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for…
Politics
Moderna Keeps Climbing. ESMO Is the Next Test.
The melanoma vaccine that drove a 137% month faces its next test in Madrid on October 23. Here is how…
JPMorgan Says Fees and Trading Are Rising. Buy Before Oct. 13.
Management guided Q3 investment banking and markets revenue up mid-to-high teens while the sector sold off on Bank of America's…
Alignment Healthcare Held Guidance and Still Lost 18% of Its Value in a Day
Hospital and nursing-home costs running hot into August expose the fault line between ALHC's 31% growth and what that growth…
Morgan Stanley Helped OpenAI Build the Tool That Could Replace Its Own Junior Bankers
Co-designing your own disruption is either the shrewdest capital allocation on Wall Street or a slow-motion surrender of the moat.
Brent Is Above $101. Novorossiysk Is the Risk Wall Street Misprices.
Ukraine’s strike adds a different supply risk than US-Iran tensions, and the market is treating them as interchangeable.
Samsung and SK Hynix Are Collecting a Toll on Phones
HBM4’s three-to-one wafer trade-off is tightening DRAM supply
Goldman’s 26% Asia Upside Call Is Korea and Taiwan
Before buying Asia ex-Japan on Goldman’s 1,120 target, see how much is Korea, Taiwan, and AI memory chips.
53,000 Jobs Masks a Manufacturing Exodus That Changes the Fed Math
The sectors carrying August hiring are the last ones that should worry the Fed about overheating.
Salesforce Is Down 22% in 2026 and Just Had Its Best AI Quarter Ever
Agentforce ARR topped $1.5 billion, up 240% year over year, and the company raised full-year guidance. Dreamforce on September 15…