GM Is the Auto Trade to Watch as Washington Moves to Lock Out China
A congressional push to ban Chinese connected vehicles reshapes the field, and one Detroit name is better placed to gain.
Top News
Treasury Doubles Long-Bond Buybacks Wednesday. Bond Desks Think They Know Why.
With the 10-year at 4.78% after Friday’s payroll shock, investors are asking whether Scott Bessent is supporting liquidity or quietly drawing a line in the yield curve.
ROIV Has Its First Approval. Now Comes the Harder Part.
Lisraya wins dermatomyositis, but a boxed warning, a larger patient pool than advertised, and Phase 3 readouts define what the stock is actually worth.
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
A new CEO, a $9 billion buyback, and a P/E far below its own history. The market is still pricing Disney like a media company in decline.
The Dollar Just Broke Down. Q3 Earnings Win.
Today’s retail sales shock dents the September hike case and hands large-cap multinationals an earnings tailwind Wall Street hasn’t fully priced.
Wendy’s Lost Its #2 Ranking. The Stock Has No Floor Yet.
Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street the company is not performing at its potential.
Chevron Is No Longer Just an Oil Company
Project Kilby, a 20-year Microsoft deal, and agentic robots on the Permian floor are rewriting what CVX actually is.
APP Lost $40B in Value on a $16M Miss
The FCF drop is a tax timing story. The e-commerce ramp is the real verdict.
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
The gigawatt commitments are signed. Tonight AMD must show the revenue is real.
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