Pfizer Is Building Two New Growth Engines. One Could Redefine Weight Loss.
September 10, 2026 Pfizer Is Building Two New Growth Engines An $8.8 billion deal year and a monthly GLP-1 put…
September 2026
Intuit Is Down 55% From Its High. The Numbers Say the Selloff Missed the Story.
With 14% revenue growth, 20% EPS growth, and a $5.5B buyback, INTU’s AI-disruption discount has become an argument for owning it.
Broadcom’s AI Revenue Is Growing 221%. The Stock Is Down 26% From Its High.
A Q3 earnings beat, a $230 billion AI revenue roadmap by 2028, and a forward multiple that collapses quickly make AVGO’s selloff look like a pricing error.
Walmart’s Robots Are Cutting Shipping Costs
September 9, 2026 Automation is turning delivery from a money-loser into a margin lever, and rivals are running out of…
Apple’s Foldable iPhone Debuts Today. Levels for AAPL.
The ‘Surprise and Shine’ event starts at 1pm ET, with Pro iPhones and a first foldable. What to watch.
ASML Got 3 Foundries to Commit. Best Chip Equipment Buy?
With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger than ever.
Regional Banks Face a $875 Billion Maturity Squeeze
September 8, 2026 Office vacancies near 20% are turning loan renewals into losses, and smaller lenders have less room to…
SoftBank’s Record 4.75% Bond Found Buyers in Japan
What it means when retail savers finance a massive AI bet
Amazon’s Miami Crash Puts Its Contract Model on Trial
Five people are dead, the NTSB is on site, and investigators are scrutinizing responsibility for Flight 7598.
China’s August Trade Numbers Drop Tuesday. Here’s What to Watch.
Exports seen up 25%, imports up 30%, surplus near $119bn, and South Korea’s chip data already told you what to expect.