With the S&P 500 down 4.4% and gold up less than 1%, Treasuries were the shock absorber when the AI trade broke. Now the October jobs report decides whether that holds.
November 5, 2026 With residential solar weak and an AI data center pivot years from cash, the gap between Enphase’s…
A political shock hit MU Thursday. The business did not change.
With freight rates up 46% and investors still selling, the market is telling you something about where 2027 rates land.
Hinojosa’s win lands on top of an ERCOT interconnection freeze already running, and December 10 is the date every investment committee should have circled.
November 4, 2026 33 new warehouses, a 92% renewal rate, and free cash flow that funds it all before a…
A beat on every line and a third guidance raise in 2026 show the Wegovy pill is filling the gap faster than investors feared.
Commercial repair shop sales are doing the heavy lifting, changing the investment case for fiscal 2027.
HubSpot reports Q3 2026 earnings on November 4, 2026, one day after this article was written. The number Wall Street…
Monday’s oil slide briefly lifted airlines. The Qeshm Island strike reversed it.
