100 Million Free Users, 37 Percent Less New Business: Why Nobody Wants Adobe at Nine Times Earnings
On Thursday evening Adobe reported results for the third quarter of its fiscal 2026, and by every measure a software […]
23 Billion of Cash Flow, 11 Billion of It Paid in Advance: Why Oracle Is Not the One Paying for Oracle’s Record Quarter
On Thursday evening Oracle published results for the first quarter of its fiscal 2027, and at first reading it was
Components Up 38 Percent, Price Up 9 Percent: Why Apple’s 100-Dollar Increase Does Not Even Cover the Memory Bill
On Wednesday in Cupertino, Apple introduced the iPhone 18 Pro, the iPhone 18 Pro Max, AirPods 5, two new watches
Five Tankers, Less Than an Hour of Oil — and Brent Still Broke 100 Dollars: The Market Is Pricing Hulls, Not Barrels
On Tuesday US Central Command destroyed five Iranian tankers: the Kaviz, the Charminar, the Horizon 1 and the Riesco in
Same Wire, Half the Return: Why a Regulator, Not the AI Boom, Decides What a Utility Earns
In the summer of 2026 Duke Energy unveiled the largest capital plan any regulated U.S. utility has ever put on
12 Billion Paid, 29.6 Billion Lost: What Fell at Novartis Was Not a Drug but a Strategy
On Tuesday, 8 September 2026, Novartis shares fell about 9.4 percent in Zurich, and briefly more than ten. Measured by
66 Percent Dearer, 64 Percent Cheaper: Why the World’s Best Stock Market Costs Just 5.3 Times Earnings
South Korea’s KOSPI rose 4.61 percent on Monday, 7 September 2026, closing at 6,995.39 — up 308.18 points, and exactly
$30 Cheaper Oil, Still a Record at the Pump: Why the Diesel Shortage Is Not an Oil Shortage
On Friday the American Automobile Association published a number that had stood as a ceiling for four years: $5.85 for
Every Engine Is Sold at a Loss: Why the Bill Only Comes Good in Ten Years — and for Some, Never
In the first half of 2026 Safran shipped 1,030 LEAP engines, 41 percent more than a year earlier. By its
$134.5 Million From a Court, $1 Billion Off the Forecast: Lululemon’s Earnings Beat Did Not Come From Customers
On Thursday evening Lululemon reported quarterly earnings of $2.92 a share. Analysts had modelled $1.82. That is a 60 percent