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Category: Top News

GE Vernova Is Down 30% From Its High. Tuesday Changes Everything.
Top News

GE Vernova Is Down 30% From Its High. Tuesday Changes Everything.

A $176 billion backlog and a 20-gigawatt run rate put cash in focus.

October 25, 2026
Ionis Gets Paid Every Time GSK Sells Its New Hepatitis B Drug
Top News

Ionis Gets Paid Every Time GSK Sells Its New Hepatitis B Drug

With Hibsago now FDA-approved and Ionis collecting 10 to 12% royalties, the smaller company may be the cleaner bet on this breakthrough.

October 21, 2026
Homebuilder Stocks Need Starts Above 1.31M to Avoid a New Low
Top News

Homebuilder Stocks Need Starts Above 1.31M to Avoid a New Low

With builder confidence at its worst since June 2012 and Fannie Mae seeing 7.5% in 2027, September housing starts hit at 8:30 ET. Here is what each scenario means for DHI, LEN, BLDR, and HD.

October 20, 2026
Philip Morris Earnings Wednesday: Can ZYN and IQOS Carry the Dividend?
Top News

Philip Morris Earnings Wednesday: Can ZYN and IQOS Carry the Dividend?

With Brent crude around $107 and the dollar near 18-month highs, Wednesday’s Q3 report is an early test of whether smoke-free products can protect PM’s income growth.

October 19, 2026
Alcoa Beat Estimates by 18%. Aluminum Supply Is Why It Matters.
Top News

Alcoa Beat Estimates by 18%. Aluminum Supply Is Why It Matters.

A landmark acquisition just cleared a hurdle, and the stock is well below its June peak.

October 16, 2026
Goldman CEO Says He Isn’t Going Anywhere
Top News

Goldman CEO Says He Isn’t Going Anywhere

David Solomon used the Q3 earnings call to shut down succession rumors, days after $500 million in executive stock awards.

October 14, 2026
UnitedHealth Is Shrinking Its Medicare Business on Purpose
Top News

UnitedHealth Is Shrinking Its Medicare Business on Purpose

As Medicare open enrollment begins Oct. 15, UNH is deciding which seniors it wants.

October 12, 2026
Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not the Headline.
Top News

Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not the Headline.

Michigan’s Oct. preliminary sentiment hits at 10:00am ET. With year-ahead inflation expectations at 4.6% and gas at $4.36 a gallon, the inflation figure matters more than the index.

October 9, 2026
Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned
Top News

Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned

Three straight sessions of gains, record results, and AI-driven demand that competitors cannot fully replicate, but the valuation demands respect.

October 7, 2026
Trump Opens Farm Diesel to Highway Use. Here’s What It Means for Refiners and Truckers.
Top News

Trump Opens Farm Diesel to Highway Use. Here’s What It Means for Refiners and Truckers.

The executive order defers the 24.4-cent federal excise tax through December 31, but the fine print limits how much prices will actually move.

October 7, 2026

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