The 10-year yield pulled back to about 5.10% while equities sold off after the same CPI number. One of them…
Nvidia Is Pouring $10 Billion Into Europe. What It Says About Demand.
Jensen Huang's European tour signals AI infrastructure spending shows no sign of slowing, and that matters for anyone holding the…
UK Forces Amazon, eBay and Temu to Collect VAT
Healey’s Oct. 28 Budget plan shifts VAT to marketplaces
Spinning Steel Beats Lithium When the Grid Flinches
Kinetic storage is winning the data center power war batteries cannot fight.
Monte dei Paschi Shareholders Have 16 Days to Choose
With Delfin committed and October 29 looming, event funds do the math.
C.H. Robinson Is Betting $5.8 Billion the Freight Bottom Is Now
The largest freight broker in North America is swallowing its next biggest rival at cycle lows, with $300 million in…
Amazon Needs Decart to Make Its Own Chips Worth Buying
A reported $7 billion Decart deal is really about selling Trainium.
Lukoil’s $22 Billion Asset Sale Has 11 Days Left
OFAC’s negotiating license ends Oct. 22, Carlyle walked away, and a new consortium is racing to fill the gap.
Tesla’s Cybercab Fleet Grew 8x in 30 Days. Paris Is the Pitch.
Tesla says 300+ Cybercabs are serving Austin, Dallas is next, and the Paris Motor Show opens Oct. 12.
Broadcom Is Arranging $50 Billion in AI Chip Financing. The Stock Trades at 19x Forward Earnings.
The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.