GSK Grew Sales 5% and Still Had £2.1 Billion Left Over
A $2.2 billion Zantac settlement did not stop GSK beating estimates, reaffirming guidance, and generating £2.1 billion of free cash flow in Q3.
Vertiv Is Down About 48% From Its High. Today’s Numbers Have to Explain Why.
Four straight earnings beats, a record losing streak, and a $1.45 billion acquisition closed yesterday. Q3 results before the open will determine whether VRT’s sell-off was a reset or a warning.
HCA Healthcare’s Profit Is Shrinking as More Patients Go Uninsured
With 2027 ACA premiums set to rise about 15%, HCA shows where the subsidy cliff hits hospital earnings.
France’s OAT Yield Already Has Its Answer. The Assembly Vote Confirms It.
After hitting 5.14% last week, the highest since 2002, the bond market has priced in the budget chaos, leaving little room for relief.
Apple Sold Out the iPhone Duo Fast. November 2 Is the Test.
The foldable launch drew huge demand, but next week’s earnings will exclude Duo sales.
Japan’s Yen Is at 157. BOJ Meets Oct. 29-30. Here Is the Trade.
Takaichi pressing the BOJ to buy bonds, right before it meets, is the clearest currency signal of the week.
Starbucks Has Four Quarters of Growth. Now It Must Prove More.
Thursday’s fiscal year-end report tests whether the turnaround sets a credible 2027 bar, or reveals what it cost.
Diesel at $6.28 Is Now the Fed’s Problem, Too
Diesel is tighter than crude, and the IEA can’t fix it fast
Microsoft Reports Wednesday. Azure Is the Only Number That Matters.
A 45% Azure target and $50 billion in quarterly capex set a bar with little room to miss.
The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion
Microsoft and Alphabet report Oct. 28, Amazon and Intel Oct. 29. Investment committees need one number from each of them.