Insightful Analysis on Economics, Markets & Global Affairs

DA Davidson sees 43% upside in Everus Construction after its $295M Epsilon deal, but the company's bet on data centers carries real concentration risk.

Brad Jacobs has turned QXO into North America's biggest insulation distributor in under two years. The price tag is real, and so is the dilution.

With revenue falling, products missing, and a brand-new CEO not yet in the door, Lululemon's comeback is at minimum a year away.

The food equipment giant is stacking up record orders, but a $33 million write-down and stalled margins reveal the cracks underneath.

The tanker company's best quarter in years runs on Red Sea chaos. If those shipping lanes reopen, the profit engine stalls fast.

Gilead's quarterly payout keeps growing, but nearly all the cash comes from one HIV drug whose patent clock is already running.

A record backlog of unsold companies, loaded with debt and held past their prime, is putting millions of American jobs and vital services at risk.

Black Sea attacks killed 23 sailors in July alone and cut Russian grain exports to 40% of normal capacity, putting food prices at risk globally.