General Motors Reports Tuesday. The Stock Number That Matters Is Not EPS.
Software margins near 70%, a third guidance raise in reach, and a stock sitting 9% below its yearly high.
Category: Business
Ukraine’s $78 Billion 2027 Gap Is Now Europe’s Budget Problem
Belgium’s veto leaves defence stocks and EU bond markets as Monday’s pressure valves.
Schwab Posted Its Best Quarter Ever. Then the Stock Fell 4%.
Record revenue, record client assets, a 29% jump in adjusted EPS, and the market focused on the three words management used about guidance.
Zuckerberg’s $200B AI Check: What Meta Must Earn Back
The capital-allocation decision of this generation isn’t whether AI works. It’s whether Meta can earn back what it spent.
Lockheed Bets Drone Silicon on a Brain-Inspired Chip
Neuromorphic processors are shipping now, and GPS-denied navigation is rewriting the drone bill of materials.
Tesla’s Cybercab Fleet Grew 8x in 30 Days. Paris Is the Pitch.
Tesla says 300+ Cybercabs are serving Austin, Dallas is next, and the Paris Motor Show opens Oct. 12.
Bitcoin ETFs Just Erased September’s Gains in Eight Days
Nearly $1 billion has left bitcoin and ether funds in October, and BTC sits 32% below its record on the one-year anniversary of the crash that started the slide.
The 10-Year Treasury Hit 5.365%. Here Is Where the Dow Goes Next.
Fed minutes signaled another hike could come this year. Now small caps, banks, and utilities face a reckoning at multi-decade yield highs.
Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned
Three straight sessions of gains, record results, and AI-driven demand that competitors cannot fully replicate, but the valuation demands respect.
Trump Opens Farm Diesel to Highway Use. Here’s What It Means for Refiners and Truckers.
The executive order defers the 24.4-cent federal excise tax through December 31, but the fine print limits how much prices will actually move.