At Baird's conference, Revvity backed its H2 backlog conversion story.
Grab Is Buying Atome. Can It Underwrite the Risk?
September 16, 2026 Grab will own distribution and the lending book. Powerful and perilous. Sponsored Forget AI… this is how…
Sysco’s $29 Billion Deal Shows What EPS Accretion Costs
$1B stock sale at a discount, $21B debt, buybacks paused
Why Gold and Copper are Turning Heads Right Now
September 15, 2026 Bonus Content: United Found Eight Routes Nobody Else Flies A note from our friends at Resource Stock…
The 10-Year Treasury at 5.02% Just Handed Traders a Forced Rotation
With yields near a 19-year high and the FOMC meeting underway, the bond market is doing the sector sorting for…
OpenAI Stays Private. Anthropic Heads to Nasdaq. What That Split Means for AI Investors.
Sam Altman has now put a reason on the record. In an interview with Fortune published over the weekend, he…
Waymo Is Taking Its Driverless Taxis to Tokyo
Tokyo is the first proof Waymo’s model can cross a border. Ask what that franchise is worth to Alphabet over…
Play the market makers key levels for a shot at daily cash
September 15, 2026 Bonus Content: Arista Just Had Its First $3B Quarter. The Next Act Is Bigger. A note from…
McKesson’s $15B GLP-1 Quarter Proves the Margin Story Is Real
GLP-1 distribution revenue surged 24% year over year in Q1 FY2027, but the more important number is what it did…
Salesforce Wants to Run Every AI Agent in Your Company
The bear case against Salesforce has always been seductive: autonomous AI agents replace the human workers who need CRM seats,…