Category: Top News

David Solomon takes the Barclays stage as the FOMC statement drops, making this the last unscripted read on GS’s deal pipeline before October 13 earnings.

Empire State fell 13 points to 7.6, Japan’s machinery orders dipped again, and a hike is widely expected at 2 PM ET.

With China’s SAMR in its final review phase and Korea still reviewing, Skyworks just logged its best week since 2009. The closing catalyst is still ahead.

After a 6.55% surge, the real question is which middlemen get cut first.

A record ¥1 trillion retail bond at 4.75% shows how Son is funding a giant AI bet.

With consumer discretionary the lone losing sector of 2026, the infrastructure engineer stands apart from Goldman’s dip list.

MU is up about 220% in 2026 and trades at a forward multiple near 6. The Q4 guidance line on HBM pricing determines whether that gap closes or widens.

September 6 is a formality. The capacity review arriving weeks later decides OPEC+ cohesion and the curve through 2027.

Enterprise revenue grew 7.8%, cash flow guidance rose, and $1.3B of buybacks remain. The question is what deserves the credit.

Today’s unlock is small. November’s 1.3B-share Q3 tranche is the stress test that matters.