Anthropic is racing toward a $2 trillion IPO on explosive revenue growth, but a fresh report from the Financial Times has exposed a crack in the business model that investors cannot afford to ignore.
A prediction market near certainty, buyout rumors from a major private equity firm, and four straight earnings beats have put Workday in a position few enterprise software stocks ever occupy heading into a quarterly…
CrowdStrike heads into its August 26 earnings report carrying momentum that has surprised Wall Street eight times in a row, and the setup heading into fiscal Q2 2027 suggests investors may want to pay…
The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that…
The Rockefeller family has passed the same fortune through six generations without triggering a single federal estate tax bill, and the legal structure they used in 1934 is still available to wealthy families today.
AppLovin's stock cratered more than 50% this year despite posting earnings growth that most software companies would envy, and at least one major Wall Street bank thinks the selloff created a once-in-a-cycle gap between…
J.P. Morgan's technical team sees deteriorating market internals and a pattern eerily similar to the months before the 1999 tech crash. Five dividend-paying stocks across defensive sectors may offer shelter if the autumn sell-off…
Bill Gates's private investment vehicle has quietly stacked shares of a waste hauler across four straight trading sessions, betting on a thesis that half of Wall Street refuses to endorse. Here is what the…
The Iran war has the oil world bracing for catastrophic Hormuz shipping costs, but TotalEnergies CEO Patrick Pouyanne just dropped a number that reframes the entire crisis and hands a surprising advantage to one…
Canon is quietly aiming its nanoimprint technology at the exact wafer segments ASML prefers to ignore, and a single memory design win could rewrite the competitive math for fab equipment investors.
DraftKings just posted its first-ever profitable year, yet its longest-standing bull on Wall Street walked away from the stock. Here is what spooked Argus and whether the rest of the Street is paying attention.
Strategy holds nearly a billion bitcoin and a balance sheet that needs capital markets to stay open forever. Whether the recent 28% weekly surge signals a turning point or a trap depends entirely on…
Wall Street analysts reshuffled the deck on Monday with a wave of upgrades, downgrades, and fresh initiations spanning pharma giants, fast-casual chains, and streaming players. Find out which names got bullish bets and which…
A $310,000 pension buyout can quietly shrink by tens of thousands before the retiree even walks into the brokerage, and that loss is just the beginning of a chain reaction most people never see…
Benchmark's top analyst just slashed his Strategy price target and still calls for a triple from current levels, but the market keeps punishing shares as bitcoin bleeds and retail bets on collapse. Who has…
