AWS just logged a sixth straight acceleration. But AI spending sent free cash flow negative, and the...
The ACA Marketplace 2027 open enrollment period starts November 1, 2026, in most states. It is the...
October 31, 2026 Bonus Content: Twilio Fell 15% on a Beat. Is Software Broken or Mispriced? A...
Mounjaro and Zepbound topped $16B in Q3. Is it priced in?
The $216 million research charge hitting Q3 earnings today is the right kind of expensive: it is...
ServiceNow reported Tuesday night that subscription revenue rose 21%, total revenue hit $4.106 billion beating consensus, and...
The Bank of Japan says underlying inflation has hit 2% for the first time since 2013. Macro...
October 29, 2026 Bonus Content: Anthropic’s $518B Tab Could Outlast the AI Boom A note from our...
Eli Lilly reports third-quarter results this morning before the open, and the numbers arriving alongside the 10...
Prologis is building what Digital Realty already operates, and that gap keeps the deal logic alive.