This article is sponsored by Career Angel.ai! Molina Healthcare Drops After 2025 Guidance Cut: What’s Going On? What Happened Molina Healthcare announced it now expects non-GAAP EPS of about $14 for 2025 — down from the “no less than $19” guidance it gave in July.That guided number also misses the analyst consensus of around $18.62.In […]
Molina Healthcare Drops After 2025 Guidance Cut: What’s Going On? Read More »
This article is sponsored by Career Angel.ai! REFINANCE DEMAND JUST JUMPED 81% — HERE’S WHICH PUBLIC COMPANIES ARE QUIETLY CASHING IN THE REFINANCING REVOLUTION Refinancing is suddenly cool again. Mortgage rates just slipped to 6.37%, and refinance applications surged 81% year-over-year. The beneficiaries? Publicly traded mortgage originators, servicers, and fintech infrastructure firms — the ones
Refinance Demand Just Jumped 81% — Here’s Which Public Companies Are Quietly Cashing In Read More »
This article is sponsored by Career Angel.ai! AMERICAN VS. UNITED: TWO BALANCE SHEETS, TWO VERY DIFFERENT FLIGHT PLANS (2021–2024) THE SHOW United Airlines shows a conventionally healthy balance sheet with positive and rising equity, larger assets, and manageable leverage. American Airlines, by contrast, remains in financial triage: meaningful debt reduction, less negative equity, but still
American VS. United: Two Balance Sheets, Two Very Different Flight Plans (2021–2024) Read More »
This article is sponsored by Career Angel.ai! What Disney Needs to Do to Stop Underperforming The Magic Kingdom Has Lost Its Spark Disney remains one of the most iconic brands in the world — but lately, the magic has faded.Once synonymous with storytelling excellence and unmatched scale, the company now faces a wall of challenges:
What Disney Needs to Do to Stop Underperforming Read More »
This article is sponsored by Career Angel.ai! Novo Nordisk’s Boardroom Revolt: When a Foundation Decides Enough Is Enough A Governance Earthquake in Denmark In a rare corporate drama out of Copenhagen, Novo Nordisk has undergone a boardroom coup led by its own controlling shareholder.Chairman Helge Lund and six independent directors are stepping down after a
Novo Nordisk’s Boardroom Revolt: When a Foundation Decides Enough Is Enough Read More »
This article is sponsored by Career Angel.ai! Why Warner Bros. Discovery Might Be the Biggest Takeover Story of 2025 The Plot Twist Nobody Saw Coming Warner Bros. Discovery (NASDAQ: WBD) just made its boldest move since the 2022 merger that created it. The media giant confirmed it is reviewing strategic alternatives — corporate-speak for “we’re
Why Warner Bros. Discovery Might Be the Biggest Takeover Story of 2025 Read More »
This article is sponsored by Career Angel.ai! Why Mining and Rare-Earth Stocks Crashed on October 21, 2025 A Full-Scale Meltdown in the Metals Trade Gold, silver, steel, and rare-earth names didn’t just dip today — they imploded.From Cleveland-Cliffs (CLF) down -16%, Ramaco (METC) -15%, and Coeur Mining (CDE) -15% to a sea of double-digit losses
Why Mining and Rare-Earth Stocks Crashed on October 21, 2025 Read More »
This article is sponsored by Career Angel.ai! Bridgewater’s Q2 2025 Playbook: How Ray Dalio Balanced AI Euphoria with Old-School Hedging The Big Picture Bridgewater’s second-quarter 2025 portfolio is a masterclass in strategic balance.Instead of joining the stampede into pure AI momentum, Ray Dalio’s team constructed a portfolio that thrives across economic regimes—growth, inflation, or volatility.
This article is sponsored by Career Angel.ai! Inside Pentwater’s 2025 Merger-Arb Machine: Every Live Deal, Explained Who Pentwater Capital Really Is Pentwater Capital Management is one of the world’s largest event-driven hedge funds, managing billions with a singular focus on merger arbitrage and special situations. Founded in 2007 and based in Naples, Florida, the firm
Inside Pentwater’s 2025 Merger-Arb Machine: Every Live Deal, Explained Read More »
This article is sponsored by Career Angel.ai! How Arthur J. Gallagher Makes Money (Explained Like You’re Seven — and Why It’s the Middleman Who Never Loses) The Quick Take Arthur J. Gallagher isn’t an insurance company.It’s an insurance broker — which means it never actually pays claims. Instead, Gallagher’s business model is simple:help companies buy