Three REITs With Real Earnings Momentum Right Now
Welltower, Prologis, and Crown Castle offer distinct risk profiles. The numbers explain which fits which trade.
Three REITs Earning Their Income Right Now
Most REIT conversations start with interest rates. That framing misses something important this year. REITs are trading at a discount…
Caterpillar Has Fallen 36% From Its High. Thursday’s Report Could Close That Gap.
With a $72 billion backlog and generator sales up 72%, CAT may be the cheapest entry point into the AI power buildout before earnings reset the price.
Alphabet, Boeing, and Amazon Report This Week. Here Is What the Numbers Must Deliver.
Three earnings reports spanning cloud capex, an aerospace turnaround, and AWS acceleration will set the tone for markets through Friday.
Three Cybersecurity Midcaps That Buyers Are Circling
The cybersecurity consolidation wave that delivered Google’s $32 billion Wiz purchase and Palo Alto’s $25 billion CyberArk deal has not…
MarketAxess Antitrust Cleared. ICE’s $6bn Deal Is on Track.
DOJ and FTC ended the HSR waiting period on Oct. 21, clearing a key hurdle ahead of an Oct. 29 shareholder vote.
American Airlines Is the Cleanest Short in a Sector Under Siege
Four U.S. carriers have cut 2026 guidance on fuel. With Brent at $113 and no hedges, airlines are where energy profits go to die.
Adobe’s 3D AI Engine Is Winning Industrial Clients Nobody Expected
Most investors still think of Adobe as a Photoshop and PDF company. That reading is costing them a more interesting…
Procter & Gamble’s $1.4 Billion Cost Problem Gets Worse
P&G beat earnings estimates and grew real volume 2.4% last quarter. The dividend is intact. So is an oil-linked cost squeeze that management says is about to intensify.
The 10-Year Treasury Hit 5.13%. The Fed Meets in Six Days.
Today’s jobless claims report is the last labour data traders see before the Fed goes quiet ahead of the October 28 decision.