ARTICLES

Record Corporate Margins Hide a Quiet Two-Company Warning

Corporate America just posted its most profitable quarter in at least 17 years — and the details matter more than ...
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SK Hynix Bets $720 Billion on Memory Chips, Not Hype

SK Hynix just committed $720 billion to build what it calls the largest network of memory factories on Earth, and ...
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Aviva’s Quiet 150% Turnaround Sets Up a Bigger Wealth Bet

Aviva shares have climbed roughly 150% since Amanda Blanc took the helm in July 2020 — a rare feat for ...
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Baker Hughes Quietly Bets $40 Billion on Data Centers, Not Oil

Baker Hughes just posted its best quarter in years, and the headline numbers tell a story that oil bulls and ...
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Oracle’s 26% Slide Hides a $638 Billion Compounding Machine

Oracle shares are down 26% this year, yet the company's forward-looking numbers tell a starkly different story than the stock ...
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