Five Giants With Enough Cash to Buy Rivals Outright
Berkshire’s $365.5B war chest and Meta’s $81B reserve
Category: Top News
Qualcomm’s Apple Deal Protects Royalties, Not Modem Revenue
Two days of market debate over a patent renewal, not chipset sales.
Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.
Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for error.
Anthropic Is Writing Rules Its Rivals Must Live By
As Microsoft’s AI chief targets Anthropic, safety doctrine is turning into a competitive weapon in frontier AI.
UK Payrolls Fell at the Fastest Pace in Nine Months. The BoE Votes Thursday.
Weak jobs data lands a day before August CPI, complicating a decision where three MPC members already want to hike.
Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.
The IEA’s Hormuz-driven forecast reversal raises a hard question: are thermal coal producers still being priced as run-off assets?
Duolingo Told Citi Its Revenue Slowdown Is Intentional
At the Global TMT Conference, von Ahn framed the DAU race to 100 million as the only metric that matters right now.
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still demands explanation.
Homebuilders Are Cheap. That Doesn’t Mean They’re a Buy.
Three data points landed this week that define housing’s key debate: is the sector bottoming, or starting a harder leg down?