Viking Global tripled its stake. Renaissance added $546M. Q2 13F filings show Amazon as a major accumulation story heading into…
Category: Economy
This Nor’easter Hits Travelers’ Bottom Line in Three Weeks
A rare September nor'easter is still battering the Jersey Shore. The damage will land directly in Travelers' Q3 results on…
Brent at $106.60 Cuts Both Ways. Here Is How to Stay Long Energy Without Getting Caught Offside.
The Hormuz deal headline that pared crude's $108 spike also revealed exactly which energy names survive a reopening and which…
Novo Nordisk Beat Eli Lilly’s Drug in a Trial. The Stock Is Still Down 35%.
CagriSema outperformed tirzepatide in new phase 3 data released Sept. 21, an FDA decision is expected in Q4, and NVO…
The AfD Keeps Winning in Germany. Here Is What Traders Must Price In.
With Merz calling Sunday's CDU result a 'disaster' and the AfD now winning back-to-back state elections, German equities and Bunds…
SpaceX Delayed Starship to Sept. 28. Rocket Lab and Intuitive Machines Paid More for It.
SPCX slipped 1.4% on the pushback, but RKLB and LUNR fell harder. Here is what traders need to track before…
Uber Bet Billions So You Pay Less Per Mile
With 30-plus AV partners and big vehicle orders, Uber is building a cost structure that could make human drivers optional.
Eaton’s Transformation Is Real. Is the Price Justified?
Paulo Ruiz takes the Laguna stage today to defend a premium multiple as rates stay higher.
Bloom Energy, Everpure, and Illumina Face the Quarter’s Biggest Forced Flow
Friday is quadruple witching. Monday the S&P 500 swaps out three names. Here is who carries the buying pressure and…
The Pentagon’s $5 Billion Bet Shows AI’s Real Bottleneck
Washington is lending billions not for a new data center, but for the power gear and components that determine how…