Category: Money

The Fed’s new two-year averaging rule could mean fewer surprises in what JPMorgan, Goldman, and peers return to shareholders.

The RBI is expected to raise rates Wednesday, but pressure is a US 10-year yield near 5.2% draining capital from emerging markets.

The F/A-XX award makes Boeing the sole builder of both American sixth-generation fighters, but a MAX 10 software problem explains why the market hasn’t priced any of it in.

Apple will keep paying royalties even as it builds its own modems. That distinction, combined with a new Snapdragon platform, is not yet priced in.

Goldman’s $23 target assumes cheap U.S. deposits. The economics are harder than the stock price suggests.

The incident puts every software vendor on notice, and Microsoft carries more exposure than its stock price reflects.

The Meta Muse deal adds distribution, but the math only works if agentic checkout volume becomes large enough to justify a valuation that still implies high growth.

A short squeeze cleared $648 million in bearish bets Monday, Strategy bought again, and major crypto stocks followed BTC higher.

After a botched CooperSurgical review and a fourth guidance cut in two years, Jana is demanding a new CEO and a CooperVision auction at what may be the cheapest the stock has been in a decade.

A Phase 3 melanoma win proves mRNA oncology. Can it scale?