Anthropic Founders Own 14% but Would Control 50%. Will Institutions Pay for That?
A Palantir-style control plan collides with a benefit trust and a $2T IPO pitch.
One Drug Class Is Targeting Seven Diseases of Aging
The geriatric medicines market sits at $190.7 billion today and is on track to reach $340 billion by 2034. That…
Zscaler’s 9% Drop Is Selling Pressure Worth Selling Into
The CRO exit spooked traders, but the options premium that spiked on the news may be the real opportunity here.
ConocoPhillips Doubled Its Adjusted EPS. Q3 Is Nov. 5.
The largest independent E&P is returning 45% of cash flow.
Five Giants With Enough Cash to Buy Rivals Outright
September 26, 2026 Berkshire’s $365.5B war chest and Meta’s $81B reserve Most investors track cash positions as a measure of…
Accenture Reports Thursday. Your AI Portfolio Hangs on the Answer.
If enterprises budget for AI but delay implementation, IBM to Infosys feel it first.
Costco Now Has 42.3 Million Executive Members
A record premium tier is the real reason this business compounds while rivals struggle to keep customers.
Vertiv Has More Orders Than It Can Build
September 25, 2026 Four new factories, a doubled chiller line in Italy, and a $15 billion backlog. The constraint was…
Five Costco EVPs Filed Form 4s Before the Beat. Now What?
Against near-record insider selling, a cluster of Costco EVP Form 4 filings two weeks before Thursday’s earnings beat is still worth building a thesis around. But the details matter.
Devon Energy Could Be Worth More to Someone Else
An activist fund is pushing for a sale as oil rallies again