Starbucks Is Eyeing Chipotle. Its Own Shareholders Should Ask Why.
Niccol’s turnaround isn’t finished, yet Starbucks is exploring a record deal.
Category: Politics
DraftKings Jumped 8% on the BofA Upgrade. The Real Question Hits in November.
Cannibalization fears are unresolved, a defined-risk call into earnings beats chasing the pop.
Amazon Cuts Fulfillment Fees to Target Shopify Merchants
Amazon’s new fulfillment discounts and Prime delivery expansion pressure Shopify. Here is what long-term holders should watch.
Nvidia Is Now the Trump Administration’s AI Policy Desk
With Jensen Huang as the president’s primary sounding board and 61% of voters opposing data centers, the policy risk that AI bulls haven’t priced is the one sitting inside the White House.
5 Market Events That Will Define Your Week
From a homebuilder bracing for a 44% earnings drop to McDonald’s make-or-break strategy reveal, here is what matters from September 22 to 23.
Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.
With the stock near $318 and 20 of 34 analysts rating it a Buy, the question is whether the AI threat is priced in or just getting started.
GTCR Is Buying SPS Commerce. The Stock Still Hasn’t Priced It In.
A credible private equity bid and 17 times earnings can help underwrite your downside.
Pharma Dividends Face Their Real Test on September 29
J&J, Pfizer, and Merck head into New York with 16 days before 232 pharma tariffs expand. Here is what income investors need to know.
China’s Import Miss Tells Traders More Than the $119bn Surplus
Copper flows and aluminium exports frame positioning into the Sept. 24 Trump-Xi summit.
DraftKings Is Building an Exchange That Could Eat Its Sportsbook
The NFL gave DraftKings a sponsorship deal it cannot use to tout prediction markets. The real question is whether DKeX makes the sportsbook irrelevant anyway.