GPN’s Debt Load Is the Real Question in a $40B Buyout
The headline is seductive: Clayton, Dubilier & Rice, one of the largest private equity firms, is exploring a take-private of…
The Trade Desk Fell 73%. Now It Has Its Biggest Revenue Beat in Years.
An $85 million revenue surprise and 95% retention are forcing shorts to rethink 2026’s most punished ad-tech stock.
Circle November 11 on your calendar
A note from our friends at Brownstone Research(ad) Dear Reader, My name is Jeff Brown, founder and CEO of Brownstone…
Eli Lilly and Novo Nordisk Rose After the FDA’s Vision Warning
When a label change dents sentiment, not the franchise
Archer Aviation’s Earnings Call Is About FAA Progress
Tonight’s Archer Aviation earnings call is a certification update wearing an earnings-report costume. Archer reports Q3 results after the close…
Nvidia’s Most Crowded Trade Has a New Risk Nobody Priced
An independent investigation into Jensen Huang lands nine days before Q3 earnings, forcing institutional investors to price key-person risk.
See this before the rush for the exits begins
A note from our friends at Weiss Ratings(ad) Dear Reader, A financial crisis usually doesn’t begin with one company defaulting…
Vir Biotechnology Has a Pivotal Win. Now It Needs to Beat Two Rivals to Market.
A clean Phase 3 result puts Vir’s hepatitis delta drug on the path to a mid-2027 FDA filing, but Gilead is already approved and Mirum is right behind.
Applied Materials Is Down 55% and Never Earned More. Something Has to Give Thursday.
Applied Materials has never reported better numbers. Its stock has rarely looked worse. That gap closes Thursday. Sponsored NASA Is…
Datadog Beat Estimates by a Wide Margin. The Stock Fell 14% Anyway.
One undisclosed AI customer cut usage to its minimum commitment, and Wall Street punished the whole business for it.