Category: Economy

With SPEEA engineers locked in and the FAA clearing the MAX 10 software hurdle, Boeing’s path to 2027 deliveries is cleaner than it has been in years.

CEO succession clarity and a record deal calendar make GS compelling as rising long-term rates knock the sector lower.

Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.

Wing shortages are slowing the 737 MAX ramp, free cash flow expectations just reset, and Q3 earnings are weeks away. The order book has never been bigger. The execution gap has rarely been more visible.

Against near-record insider selling, a cluster of Costco EVP Form 4 filings two weeks before Thursday’s earnings beat is still worth building a thesis around. But the details matter.

Revenue up 346% year over year, HBM4 is shipping, and a valuation that still looks cheap.

With no CPI, no payrolls, and the 10-year back at 5.00%, Fed speakers matter most this week.

A contract that turns a storm-driven stock into a data center supplier deserves more attention than the initial move suggests.

Morgan Stanley’s new OTA rankings use engagement data, and Expedia’s 0% user growth is a warning sign.

INTerpath-001 deserves more scrutiny than the stock has shown.