Accenture Reports Thursday. Your AI Portfolio Hangs on the Answer.
If enterprises budget for AI but delay implementation, IBM to Infosys feel it first.
Business
Washington Gave Beijing Two Months. That’s a Warning.
Bessent’s short Busan extension keeps pressure on China until Jan. 10.
Wendy’s Biggest Franchisee Just Went Bankrupt. Is Your ‘Safe’ Fast-Food Stock Safe?
The Meritage collapse exposes a fault line beneath fast-food defensiveness.
Netflix Has 38 Analysts Saying Buy. One Just Said Sell at $57.
Wells Fargo's downgrade rests on a single, rarely watched number. Whether that number is right will be clearer by January.
Waystar Is Down Big. Now It Wants Out.
Waystar hired Evercore to explore a sale, two years after its IPO, with EQT still holding about 13% and analysts…
Skyworks Is at a 52-Week High. The Qorvo Merger Is Why You Keep Buying It.
With China’s SAMR in its final review phase and Korea still reviewing, Skyworks just logged its best week since 2009.…
Coinbase Is Already Building the Post-CLARITY Future. Tuesday’s Vote Could Price It In.
The Senate cloture vote on September 15 is a binary event for COIN, and the stock has barely moved to…
The Iran War Has Taken $770 From Every U.S. Household
With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is reshaping where Americans…
Bloom Energy and Illumina Join the S&P 500. The Real Money Moves Before September 21.
Front-running is already underway. The deletion side of this trade may offer better odds than the additions.
The Fed’s Beige Book Drops at 2pm ET Today
With crude back above $90 and core PCE still running at 3.3%, the Beige Book is the last qualitative test…