OFAC’s negotiating license ends Oct. 22, Carlyle walked away, and a new consortium is racing to fill the gap.
Author: Coin Craziness
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.
Homebuilders and Mortgage REITs Have Further to Fall
With the 30-year fixed at 7.40% and the 10-year at 5.24%, the sector's technical damage points to more downside, not…
Starbucks Is Eyeing Chipotle. Its Own Shareholders Should Ask Why.
Niccol’s turnaround isn’t finished, yet Starbucks is exploring a record deal.
Who’s Really Buying the Damaged BDCs: Opportunists or Survivors?
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.