Business

Wall Street is split on AppLovin’s stock slide versus its 84% EBITDA margin.

Management guided Q3 investment banking and markets revenue up mid-to-high teens while the sector sold off on Bank of America’s warning days earlier.

Three straight quarters of gating at the HPS Corporate Lending Fund has opened a debate: orderly queue or early warning on floating-rate debt?

With storage about 16 points below seasonal norms and the ECB hiking the same week, European chemicals and steel margins face a squeeze that looks different from 2022.

What it means when retail savers finance a massive AI bet

Record Permian output, $17.2B in free cash flow, and a new Guyana vessel in Q4 make XOM a clear fundamental energy play.

Salesforce’s Q2 FY2027 results show $1.5 billion Agentforce ARR, 14% cRPO growth, and a guidance raise. Dreamforce on September 15 to 17 is where the bull case gets stress-tested.

Georgia Power’s OpenAI deal changes load outlook, and the fine print matters as much as the gigawatts.

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.

ETF flow data just flashed a leadership signal: hard assets are pulling capital that used to chase AI beta.