Wall Street · Corporate Strategy
CVS plans to put its pharmacies and Aetna in separate public companies
The proposed split would keep Aetna and CVS Caremark together. CVS is targeting the first half of 2028.
The Daily Brief
Markets
November 4 edition · Dated reports and original analysis
Wall Street · Corporate Strategy
CVS plans to put its pharmacies and Aetna in separate public companies
The proposed split would keep Aetna and CVS Caremark together. CVS is targeting the first half of 2028.
Markets · Analysis
Amazon’s cash-flow figures separate growth from funding
Operating cash generation and investment spending tell different parts of the expansion story.
Markets · Treasury Auctions
Treasury’s $125 billion offering would raise $28 billion in new cash
Most of the proceeds from next week’s three auctions would replace debt coming due.
Economy
November 4 edition · Dated reports and original analysis
Economy · Data Review
Equipment and inventories helped lift third-quarter investment
BEA’s advance GDP details identify computers and peripheral equipment among the contributors.
Economy · Survey Report
Service orders expand less broadly as the hiring index edges up
ISM’s October survey shows new orders and employment moving in different directions.
Economy · Policy Review
Two Fed voters favored a rate increase at October’s meeting
The October 28 decision passed 10–2, with both dissenters preferring a quarter-point increase.
Companies
November 4 edition · Dated reports and original analysis
Companies · Earnings
Last year’s write-down shapes the comparison for CVS earnings
CVS earned $1.68 per diluted share in the third quarter as revenue reached $108.4 billion.
Companies · Earnings Analysis
Chevron’s results put refinery utilization in focus
The company reported 98% crude utilization at U.S. refineries.
Companies · Earnings Analysis
ExxonMobil’s profit mix shifts toward Energy Products
Quarterly Energy Products earnings exceeded Upstream earnings in the company’s GAAP table.
Technology
November 4 edition · Dated reports and original analysis
Technology · Earnings
Data centers supplied nearly two-thirds of AMD’s quarterly sales
AMD’s data center revenue nearly doubled from a year earlier while its client and gaming business contracted.
Technology · Outlook
Intel projects lower fourth-quarter sales than its third-quarter total
The company forecast $15 billion to $16 billion of quarterly revenue.
Technology · Product Announcement
Apple adds touch input to its new professional laptops
The October 28 announcement sets November 6 availability for the new models.
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