Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.
Politics
Bitcoin Hit $86,000. Now Comes the Hard Question.
A short squeeze did the lifting. Whether Bitcoin belongs in your plan, and how much, is a question that does…
Apple’s iPhone 18 Is Selling. The Real Test Is Oct. 28.
A consumer survey pointing to 28% higher ASPs has Wall Street lifting targets. The foldable Duo and a new CEO…
UK Gilt Yields Just Diverged From the US. Here Is Why.
The BoE’s freeze on APF gilt auctions until April 2027 removes a supply pressure that has no equivalent in the…
The Yen Fell After Japan’s Rate Hike. The Fed Gap Explains Why.
With USD/JPY above 157 and two BOJ dissenters clouding the path forward, the market’s real trade is in what the…
Baldwin Insurance Just Got a $7.7 Billion Vote of Confidence
An 88% premium to BWIN’s June 17 price raises a pointed question for investors still holding comparable brokers at the…
Arista Just Had Its First $3B Quarter. The Next Act Is Bigger.
The switch maker that built its name in cloud data centers is now the backbone of AI infrastructure, and the…
Box Rates to L.A. Are Up 12% in a Month. Retailers Are Paying.
Carriers are trimming capacity as Shanghai-Los Angeles freight hits $7,352 per container, squeezing importers racing to beat China’s National Day…
Bloom Energy, Everpure, and Illumina Face the Quarter’s Biggest Forced Flow
Friday is quadruple witching. Monday the S&P 500 swaps out three names. Here is who carries the buying pressure and…
European Gas at €80 Is the Second Energy Shock Equity Managers Feared
With storage about 16 points below seasonal norms and the ECB hiking the same week, European chemicals and steel margins…