Tech
Snowflake's 38% surge and Zscaler's 30% crash reveal which companies have cracked AI monetization. The earnings verdict is clear: AI tailwinds are not uniformly distributed.
Features
QTREX, the new name in quantum, is building into the cryogenic bottleneck holding back the entire field | NASDAQ: QTEX*
Macro
There is a number that Israel's exporters have been watching with growing dread: 2.82. That is roughly how many shekels it takes to buy one US dollar today, a rate last seen in October 1993. For a country that has spent nearly three years on an effective
Macro
April PCE came in at 2.1% headline and 2.5% core - a dramatic cooling that reshapes the Fed's June rate decision calculus and gives equity markets a fresh tailwind.
News
Lululemon's settlement with founder Chip Wilson ends a proxy fight and signals market confidence in the company's turnaround prospects under new leadership.
Features
Nasus Pharma is betting it can reinvent emergency allergy treatment with a needle-free epinephrine nasal spray - and after strong Phase II data and a new $19 Zacks price target, Wall Street may be starting to pay attention | NYSE: NSRX*
News
Bill Ackman's $65 billion takeover proposal for Universal Music faces a critical obstacle: the Bollore family's public opposition. With 80% voting control, they hold the keys to whether this transformative deal succeeds.
Macro
Goldman Sachs raised its S&P 500 year-end target to 8,000, projecting 17% returns driven by AI-powered earnings growth. Here is what the upgrade means - and what could derail it.
News
There is a phrase that gets used a lot in corporate governance circles: "tone at the top." The idea is simple. The behavior of a company's most senior leaders sets the cultural standard for everyone below them. When that tone is wrong, the consequences ripple downward
Tech
There is a phrase that gets used a lot in technology investing right now: "AI monetization." The idea is simple enough. Hundreds of billions of dollars have been poured into AI infrastructure - chips, data centers, power, cooling - and the question that has been building for two years is
Macro
There is a phrase that has not carried much weight in financial markets for the better part of two decades: bond vigilante. It refers to investors who punish governments for fiscal recklessness by selling their bonds, driving yields higher and borrowing costs up. For most of the post-2008 era,
Earnings
There is a phrase that gets used a lot in pharmaceutical strategy circles: "diversification beyond the blockbuster." The idea is simple. A drug company that depends on one or two mega-products for the bulk of its revenue is one patent cliff away from a crisis. Eli Lilly