Berkshire keeps buying Lennar shares even as the stock sinks below what it paid, a short seller questions the company's reported deliveries, and Greg Abel himself admits he sees no quick recovery in housing.…
General Catalyst just put a stunning price tag on a business most Flex investors barely noticed, and the stock's muted reaction suggests Wall Street has not yet figured out what that number actually means…
Shipping costs are soaring and wages are stalling, leaving households caught between rising prices and shrinking paychecks. The companies best positioned to survive this squeeze may not be the ones you expect.
The government needs buyers for a massive wall of long-term debt at borrowing costs not seen in over two decades, and weak demand at even one auction could deepen losses already punishing bond holders.…
Wall Street has never been this bullish on S&P 500 stocks, and that near-unanimous optimism may be exactly what puts SPY holders at risk heading into earnings season.
A Santa Fe judge holds the power to hand New Mexico a penalty that would dwarf anything Meta has ever paid, and the ruling lands this month. The gap between what the state demands…
One group of shareholders walks away with cash at closing. The other inherits a renamed company on a new exchange carrying roughly $80 billion in debt, and the settlement terms make the usual escape…
A single analyst note sent SpaceX shares on a two-session tear that restored a fortune most thought was gone, but the same math that rebuilt it could erase it just as fast.
Apple shares have lapped analyst price targets while memory costs quietly eat into margins, and a $1,999 folding phone debut is about to test whether the market's goodwill toward a new CEO holds up.
Palantir just posted its strongest quarterly gain in over a year, but the valuation now demands flawless execution and leaves almost no cushion if growth stumbles even slightly. Here is how it stacks up…
A federal judge just cleared billions in ad-tech damages claims against Google to proceed to trial, where antitrust law would automatically multiply whatever a jury awards. But the real threat to Alphabet shareholders may…
Micron is accusing a Chinese chip rival of a brazen scheme: poach its engineers, extract their confidential knowledge, then file patents on that knowledge to turn around and sue Micron with its own technology.
Boeing just landed a Navy fighter contract, a multibillion-dollar missile deal, and an FAA all-clear in a single week, yet analysts still see the stock trading at a 40-plus percent discount to where they…
Options traders are betting on a market milestone no company has ever reached, and the window closes at the end of October. A single catalyst could tip the scales either way.
XLU just posted its steepest monthly drop in nearly two years, and one analyst sees the floor still a painful distance away. Here is what rising Treasury yields and a regulatory curveball mean for…
Corteva shareholders woke up to what looked like an 83% crash, but the real story is what they now own across two tickers and a lawsuit that could unwind the entire split.
Bank profits are climbing, yet financial stocks just posted their worst month relative to the broader market in over three decades. Something is driving money out of the sector, and it has little to…
Toyota is closing in on GM's U.S. sales crown, and the fuel Americans put in their cars may be the deciding factor. The race between Detroit and Tokyo is tighter than it has been…
BND has lost ground in price for five years straight, yet something has quietly shifted inside the fund that changes what the next five years could look like for anyone holding it today.
Citadel's Scott Rubner points to a seasonal pattern that has favored stocks in midterm fourth quarters since 1928, but this year broke a key condition that made those rallies possible in the first place.
