AMD Has $11.5 Billion of Inventory Riding on 2027
Data Center revenue rose 97% in Q3. The test is whether $17B of Q4 guidance turns stock into cash.
Category: Top News
Booking Holdings Reports Tomorrow. Fuel Costs Can’t Touch It.
While Ryanair’s profits fell 15% and Marriott’s Middle East RevPAR cratered 43%, Booking earns its fee whether the flight is cheap or expensive.
Brent Near $113 and OPEC+ Can’t Hit Its Own Quotas. Here Is Where the Real Money Is.
December targets stay frozen, but the 2027 capacity audit will reset quotas for years.
Toyota Reports Thursday. The Yen Is Doing a Lot of the Work.
Wall Street expects $3.37 a share on $84.7bn in revenue, but the real question is whether the business can hold up once the currency tailwind fades.
Shell Is Giving Its Record Refining Quarter Back to Shareholders
A $5 billion buyback tells you more about Shell’s production strategy than any guidance slide.
Merck’s Biggest Week: Cancer Data and Earnings
Q3 results Oct. 29 and an Oct. 26 oncology event sharpen focus on Merck’s post-2028 plan.
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress
GE Vernova Turns Grid Inverters Into Software
FLEXINVERTER upgrades and GridOS put GEV at the chokepoint where volatile renewables meet transmission.
Tesla Reports Tonight. SpaceX Shows What Tesla Must Become.
With deliveries already counted, Tesla’s Q3 report is about funding its future without SpaceX.
RTX Has a $289 Billion Backlog. The Stock Is 16% Below Its High.
Raytheon’s defense booking machine is running at full speed, but Q3 asks whether the engine can keep converting orders into earnings.