Ares, Barings, and BC Partners are circling troubled private credit funds. The question isn't what they're buying — it's what…
TSMC Beat Its Q3 Guidance. Now Comes the Hard Part.
September revenue of $16.03 billion closed a record quarter at $46.7 billion, clearing the top of guidance. The October 15…
Saudi Aramco Is Giving Its Oil Away to Pay for the Ships
When freight costs more than a quarter of what the barrel fetches, tanker owners are capturing a share of the…
Big Tech Is Eating the SaaS Stack. CIOs Are Letting It Happen.
Enterprise software consolidation is accelerating in 2026, and the companies selling point solutions are the ones paying the price.
The Nikkei Looks Cheaper Than the Nasdaq for AI. The BOJ Could Change That.
Japan's index is up sharply, but what you kept depended on whether you hedged the yen.
S&P 500 Earnings Are About to Test the Rally Beyond Tech
Analysts see 29.5% growth and all 11 sectors contributing this season.
DraftKings Jumped 8% on the BofA Upgrade. The Real Question Hits in November.
Cannibalization fears are unresolved, a defined-risk call into earnings beats chasing the pop.
Retailers Are Spending Millions to Watch Every Checkout Lane
The vision AI vendors winning loss-prevention deals face BIPA risk that many investors are not pricing in.
WEC Energy Has a Nuclear Deal Nobody Else Can Match
Oracle’s plan to absorb about $300 million in Point Beach fuel costs puts WEC at the center of Big Tech’s…
Amazon Is the Hedge Fund Consensus. Here Is What the Numbers Say.
Viking Global tripled its stake. Renaissance added $546M. Q2 13F filings show Amazon as a major accumulation story heading into…