Business

Same AI spending race, opposite outcomes. The difference is a $678 billion backlog Meta cannot match.

Growth drugs now make up more than half of BMY’s revenue. The market hasn’t fully priced that.

Data center royalties doubled. Now the Arm AGI CPU bet has to convert.

AI semiconductor revenue guided up 200%+ for Q3. The stock is not reflecting it.

Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.

A $2 trillion quarter in rated issuance and an AI pivot that is already moving margins.

Record revenue, a surprise profit, and a debt load that changes everything.

A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.

AWS grew 28% last quarter. The free cash flow collapse is the real debate.

The Q3 guidance gap is the only number that matters right now.