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.
The Bottom of the Ladder Is Gone. White-Collar Work Will Never Look the Same.
Goldman Sachs says AI is erasing about 16,000 net US jobs a month. The sectors losing ground first are not…
Iran Threatens US Diplomats. Oil Has Not Priced In Next Steps.
Tehran-backed threats rose over the weekend, and Brent starts Monday above $113 after a $116.72 settle.
Meta’s P/E Is 24. Its Capex Bill Is $140 Billion.
Fresh Q3 results show the ad engine is running hot, but the spending required to keep it that way is…
Nucor Reports Soon. Steel Prices Are Up 52%. EPS Could Triple.
Q3 guidance is $5.55 to $5.65 per share vs. $2.63 a year ago. Is the run already priced in?
The 10-Year Yield’s Drop Below 5% Is an Alarm
When Treasuries rally because tech is collapsing, the bond market is talking about stocks, not interest rates.
The Nasdaq Dropped 2.6%. Most Stocks Didn’t.
Meta’s $135B-$145B capex range and Lam’s supply warning hit chips, but the average stock rose and credit stayed quiet.
GPT-6 Lands on Google Cloud. The Cloud Giants Are the Story.
When every hyperscaler sells every frontier model, the fight shifts to power, price, and data ownership.
The KOSPI’s 3.52% Drop Is Now Inside the Bank of Korea
When the Bank of Korea says equity losses are hitting consumption, the AI de-rating stops being a portfolio problem and…