Wall Street’s new obsession: reading Washington

We see Microsoft accelerating growth in next few years, says Wolfe’s Zukin

Charter may be making ‘frenemies’ with SpaceX, and its stock is soaring

S&P 500 and Nasdaq post best quarter since 2020, Dow notches best H1 in five years

Roku deal is a smart strategic move for Fox, says Wolfe’s Peter Supino

AMD, Micron, Arm lead chips higher as Trump signals Iran breakthrough

Target’s Turnaround Wins Another Wall Street Backer

Pace of change at Target has picked up dramatically, says Wolfe’s Spencer Hanus

Expect positive equity reactions and lower oil futures on Iran deal news, says Wolfe’s Tobin Marcus

Wolfe’s Chris Caso breaks down Nvidia’s Q1 results