Novo Nordisk (NVO) has spent 2026 trying to convince investors that the worst is behind it. After a punishing year, the stock is finally clawing back from its lows. So, when Goldman Sachs sat down with management at a major healthcare conference this month, investors wondered if the bank would turn more positive about Novo’s
Shares of Oracle (ORCL) tumbled 8.53% on June 11 as investors are concerned about the company’s plans to raise more money to fund its AI buildout, overshadowing better-than-expected fiscal fourth-quarter results and a higher profit outlook announced a day earlier. On June 10, the 49-year-old cloud and database software giant reported adjusted earnings of $2.03
Oracle just wrapped its fiscal year 2026 with record quarterly revenue of $19.2 billion, up 21% year-over-year (YoY), and its leadership team used the June 10 earnings call to send a clear message to investors: the biggest growth is still ahead. Cloud infrastructure revenue surged 93% in the quarter. The remaining performance obligations (RPO) number,
The public conversation about financial innovation has been dominated for years by payments and digital currencies. Those are real developments, but they may represent only one chapter in a much larger shift across capital markets, asset management, and market infrastructure itself. The deeper question being worked through by financial institutions is whether the underlying architecture
It is a tough time to be in the aviation market and doubly so for certain types of airlines. Amid the skyrocketing price of jet fuel, recent airline collapses include Spirit Airlines in the U.S. but also Mexican holiday airline Magnicharters which filed for bankruptcy protection in Mexico City in May and British cargo carrier European
Chewy (CHWY) posted record profits, beat earnings expectations, and added nearly 200,000 net customers in its latest quarter. Then investors pushed the stock to its lowest level in over a year. The sell-off followed a revenue guidance cut. Chewy trimmed its organic full-year fiscal 2026 revenue outlook, citing a softer consumer spending environment for pet
Palantir (PLTR) CEO Alex Karp isn’t buying into the idea that Anthropic, OpenAI, or any other large language model company can simply move into Palantir’s world. Though he sees the threat that Wall Street is worried about, he feels investors are asking the wrong question. That jab lands as Anthropic is moving closer to going
Forty thousand shareholders descended on Omaha on May 2 for what had been billed as a generational transition. Greg Abel presided over the 2026 Berkshire Hathaway annual meeting as CEO for the first time. Warren Buffett was in the front row as Chairman. During the lunch break, Buffett sat down with CNBC’s Becky Quick. She
Anyone who has spent time watching how institutional fixed income trading actually works knows the frustration. You have a bond to buy or sell. You have a list of dealers who might quote it. And you are making counterparty selection decisions based on relationships, intuition, and historical experience in a market that moves in real
The American consumer has spent years absorbing shocks that economists expected to break spending. Covid pandemic disruptions, the fastest inflation in four decades, aggressive interest rate hikes, and the Iran war energy price surge in April 2026 all tested household finances, and spending held up each time. The conventional explanation has been pandemic savings, a