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Category: Business

BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.
Business

BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.

Three straight quarters of gating at the HPS Corporate Lending Fund has opened a debate: orderly queue or early warning on floating-rate debt?

September 13, 2026
Chip Sales Flashed a Warning, but KLA Says the Cycle Is Fine
Business

Chip Sales Flashed a Warning, but KLA Says the Cycle Is Fine

SIA shows July chip sales rose, while UBS sees memory volatility. Here’s how investors are reconciling them.

September 11, 2026
Apple’s iPhone Duo Costs $1,999. Who Pays the Memory Bill?
Business

Apple’s iPhone Duo Costs $1,999. Who Pays the Memory Bill?

Apple held the Duo at $1,999, then leaned on the storage ladder. The December quarter is the test.

September 10, 2026
ServiceTitan Beat the Quarter. The Guide Is What Investors Are Paying For.
Business

ServiceTitan Beat the Quarter. The Guide Is What Investors Are Paying For.

Revenue up 21% to $292.8 million with record free cash flow, yet cautious Q3 guidance erased nearly a fifth of the stock’s value overnight.

September 9, 2026
Novartis Bought a Platform. The Lead Drug Just Failed. Now What?
Business

Novartis Bought a Platform. The Lead Drug Just Failed. Now What?

The del-desiran miss raises a question large-cap pharma investors dodge: how much of a share price is pipeline hope, and when does that hope become a liability?

September 9, 2026
Rocket Lab’s Strongest Argument Just Got a New Challenger
Business

Rocket Lab’s Strongest Argument Just Got a New Challenger

Isar Aerospace reached orbit on its second flight. Here is why RKLB still has the stronger hand.

September 8, 2026
SoftBank Is Borrowing From Japanese Households for OpenAI
Business

SoftBank Is Borrowing From Japanese Households for OpenAI

A record ¥1 trillion retail bond at 4.75% shows how Son is funding a giant AI bet.

September 8, 2026
SailPoint Is the Security Software Stock That Benefits Most From OpenAI’s Scariest Model
Business

SailPoint Is the Security Software Stock That Benefits Most From OpenAI’s Scariest Model

Wednesday’s earnings arrive six days after GPT-6 Astra crossed a threshold that makes identity governance more urgent than ever.

September 7, 2026
Alnylam Is Worth Owning Before Friday’s S&P 500 Changes
Business

Alnylam Is Worth Owning Before Friday’s S&P 500 Changes

Roughly $28 trillion tracks the S&P 500. The better question is whether Alnylam deserves a spot in your portfolio on its own terms.

September 2, 2026
When AI Capex Pays: The Case for MSFT at $492
Business

When AI Capex Pays: The Case for MSFT at $492

Azure’s 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.

August 30, 2026

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