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Anthropic’s Purchase Orders Moved European Chip Stocks 766de91d-96e9-4974-bb48-f9f0f8c0da7e
  • Economy

Anthropic’s Purchase Orders Moved European Chip Stocks

Market Spectator September 30, 2026
Anthropic’s IPO prospectus flags $518B of compute obligations.
Read More Read more about Anthropic’s Purchase Orders Moved European Chip Stocks
Goldman Sachs Is Down With the Group. That May Be the Buy. dc86e7fc-ba7e-4eec-915b-b4ac4463f313
  • Money

Goldman Sachs Is Down With the Group. That May Be the Buy.

Market Spectator September 30, 2026
CEO succession clarity and a record deal calendar make GS compelling as rising long-term rates knock the...
Read More Read more about Goldman Sachs Is Down With the Group. That May Be the Buy.
Kodiak Sciences Proved Its Eye Drug Works. Now the Question Is Dosing. a3525ad6-4a9d-4808-95ee-06b1b68cda30
  • Money

Kodiak Sciences Proved Its Eye Drug Works. Now the Question Is Dosing.

Market Spectator September 29, 2026
With 54% of Zenkuda patients at six-month dosing and a Q4 BLA plan, the stock surge may...
Read More Read more about Kodiak Sciences Proved Its Eye Drug Works. Now the Question Is Dosing.
Meta, Amazon, Alphabet, and Microsoft Now Have a Tax Problem 5a1684c9-be7a-4e12-848d-1f9452016897
  • Top News

Meta, Amazon, Alphabet, and Microsoft Now Have a Tax Problem

Market Spectator September 29, 2026
Warren’s probe raises a question investors have dodged: how much of the AI capex boom rests on...
Read More Read more about Meta, Amazon, Alphabet, and Microsoft Now Have a Tax Problem
China’s Factory Profits Just Handed EM Investors a Warning 55e49bf6-e776-4075-9605-c0fa5fcfd434
  • Money

China’s Factory Profits Just Handed EM Investors a Warning

Market Spectator September 28, 2026
August’s 4.2% profit growth, the weakest of 2026, shows what Sept. 30’s PMI may confirm and what...
Read More Read more about China’s Factory Profits Just Handed EM Investors a Warning
China Factory Profits Hit 2026 Low. Wednesday’s PMI Is Next. b830bcde-52e3-4352-83f3-894d1c3a7273
  • Economy

China Factory Profits Hit 2026 Low. Wednesday’s PMI Is Next.

Market Spectator September 28, 2026
August industrial profits rose 4.2%, the slowest pace of the year, with official surveys due Wednesday and...
Read More Read more about China Factory Profits Hit 2026 Low. Wednesday’s PMI Is Next.
Lilly’s Once-Weekly Insulin Could Own Diabetes for a Decade 6a707e3b-4833-474b-90f2-99e11c9e5170
  • Economy

Lilly’s Once-Weekly Insulin Could Own Diabetes for a Decade

Market Spectator September 27, 2026
The FDA approved Onswik on September 23. The harder question is whether Lilly can manufacture it fast...
Read More Read more about Lilly’s Once-Weekly Insulin Could Own Diabetes for a Decade
ADARx Opened at $22. It’s Already at $19. Is ADRX Worth Buying Now? 579b5ae2-5788-46de-8379-cff5a8be2f43
  • Business

ADARx Opened at $22. It’s Already at $19. Is ADRX Worth Buying Now?

Market Spectator September 27, 2026
The biotech IPO class of 2026 has held up better than expected. ADARx’s first-week fade puts that...
Read More Read more about ADARx Opened at $22. It’s Already at $19. Is ADRX Worth Buying Now?
When ServiceNow Spent $2 Billion at Its Own Low, It Said Something 0c990b6d-e768-44c1-9981-9992cb730984
  • Economy

When ServiceNow Spent $2 Billion at Its Own Low, It Said Something

Market Spectator September 26, 2026
The difference between an earnings-trick buyback and a real valuation call is when management pulls the trigger.
Read More Read more about When ServiceNow Spent $2 Billion at Its Own Low, It Said Something
Japan’s Bond Yield Is at a 30-Year High. So Are Europe’s. That Changes the Trade. 58303ad5-84af-4dae-9c4a-c96b078d8713
  • Top News

Japan’s Bond Yield Is at a 30-Year High. So Are Europe’s. That Changes the Trade.

Market Spectator September 26, 2026
When Tokyo, Paris, and Washington sell off together, this is global, not just Treasuries.
Read More Read more about Japan’s Bond Yield Is at a 30-Year High. So Are Europe’s. That Changes the Trade.

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