MCK Already Compounds. This Deal Speeds It Up.
McKesson’s $2.25bn Precision deal adds clinical research heft to its fast-growing oncology segment.
APP Is Down 53%. The Business Grew 53%.
AppLovin’s stock slid in 2026 while fundamentals kept compounding. That gap is the trade.
Your Advisory Fees May Be Next in Line
Vanguard’s Altruist deal targets a hidden cost layer and could pressure what investors pay their advisor.
Southern Company’s 3.2 GW Bet Is Now Contracted
Georgia Power’s OpenAI deal changes load outlook, and the fine print matters as much as the gigawatts.
Autodesk Raised the Bar Again. The Stock Sold Off Anyway.
ADSK beat revenue, beat EPS, and raised full-year revenue guidance. A soft Q3 EPS guide was enough to send shares down about 5% after hours. The long-term case is intact.
Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce’s 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.
Palantir’s Maven Moment Changes the Math
The Pentagon may be locking in multiyear dollars. The FAA headline is noise.
$56B Week Shows Where the Marginal Dollar Went
ETF flow data just flashed a leadership signal: hard assets are pulling capital that used to chase AI beta.
When the Input Goes to Zero, Who Keeps the Margin?
Token deflation is technology’s oldest pattern. The AI stack may split the same way railroads and bandwidth did.
From $25B to $55B: Moderna’s Melanoma Math
The Phase 3 win validated the platform. Now the harder work begins: manufacturing every dose from scratch.