With Brent at $116 and war-risk insurance surging, energy managers are modeling what earnings look like if Hormuz normalizes.
Tech Is Being Sold on Month-End. Tuesday Changes the Calculus.
A four-session pattern in Nasdaq names looks like an AI capex verdict, but month-end pension flows and a midterm countdown…
Nvidia Already Works With Astera Labs. The Next Step Is to Own It.
Connectivity is the new chokepoint in AI infrastructure, and ALAB controls the silicon that keeps the data moving.
Caterpillar’s Margin Line Is the Number That Matters
Power & Energy orders are converting. Whether tariffs are eating the profit is what Q3 just answered.
VKTX Reports Today. Lilly Should Be Watching.
With shares down about 41% in a month and Phase 3 oral trials just launched, Viking Therapeutics is cheaper now…
Seagate’s $4.2 Billion Quarter Raises a Fair Question: Has the Stock Already Won?
Data center revenue hit 81% of sales and management is pivoting to buybacks. The results are undeniable. Whether the price…
France’s Budget Vote Keeps Moving. The Bond Market Isn’t Waiting.
With OATs near a 24-year yield high and Moody’s still negative, the Assembly’s next test is November 3.
The KOSPI Just Tripped Its Second Halt in Six Days. That Is Not a Healthy Rally.
Korea's GDP beat was real. The market's reaction tells a different story about what is driving it.
Merck’s Biggest Week: Cancer Data and Earnings
Q3 results Oct. 29 and an Oct. 26 oncology event sharpen focus on Merck’s post-2028 plan.
Brazil Hands Lula a Fourth Term. Latin America Votes This Week.
Prediction markets had put Bolsonaro’s odds near 80%. Chile and Colombia set rates and Mexico reports GDP.