With the SOX down about 35% from its June peak on policy fears, Tuesday’s shipment data from the world’s dominant…
Iran Peace Talks Are Moving Oil More Than the War Did
Brent’s post-election slide is about diplomacy odds, not supply.
One Jobs Report Wiped Out the Dollar’s Post-Election Slide
The payrolls beat sent USD/JPY back to 158.53, near levels that drew U.S.-Japan action in July.
Walleye Just Fired Its Stock Pickers. Who Gets Hurt Next.
After a $17bn fund dismantles its equity team, the real question is which crowded names still need to be sold.
59k or 100k? What the Payrolls Number Does to Rates
October jobs hit at 8:30 ET into a bond market that cut December hike odds to about 69%.
Commerzbank Posted a 45% Profit Jump. Here’s What It Means
European bank dividends and buybacks are delivering returns many U.S. investors have missed.
Toyota Keeps Being Right About Hybrids. The Stock Doesn’t Care.
With 9.7 million vehicles targeted and hybrids at 15.9%, the market still prices Toyota like a commodity automaker.
Figma’s IPO Made It a $68B Company. Now It’s $11B.
With Q3 earnings due tonight and Anthropic preparing to list near $2T, Figma’s collapse from debut-day euphoria is a lesson…
Fabrinet Surged 15% Tuesday. Marvell-Lumentum Adds a Tailwind.
Fabrinet’s blowout Q1 and raised outlook arrive as Marvell’s $115B Lumentum deal reshapes optics supply.
AutoZone’s Real Growth Engine Isn’t DIY Anymore
Commercial repair shop sales are doing the heavy lifting, changing the investment case for fiscal 2027.