With 2027 EBITDA guidance of $7.7–$8.5 billion and a fresh $1.5 billion buyback, VST is making the clearest case of…
Treasuries Earned Their Place in Your Portfolio Thursday. Payrolls Could Take It Away.
With the S&P 500 down 4.4% and gold up less than 1%, Treasuries were the shock absorber when the AI…
South Korea’s Stock Market Halted Again. Two Stocks Explain Why.
Samsung and SK Hynix command nearly half the Kospi's value. When AI fears hit Wall Street, Seoul pays the price.
The Dow Rose 3% and Nvidia Fell 3%. That Split Is the Whole Story.
One election result, two completely opposite verdicts: what the market is actually repricing when Seoul loses $144 billion and Europe…
Sterling at 1.35: A BoE Hike Is Priced. What Comes Next Is Not.
With a 25bp rise to 4% widely expected, the trade sits in the MPC split, inflation forecasts, and what Bailey…
Brent Has Lost $20 in Eight Days. Here Is Which Side of the Trade to Be On.
Oil’s fastest drop of the year splits the market cleanly: energy producers absorb the pain while airlines stand to gain,…
AMD Has $11.5 Billion of Inventory Riding on 2027
Data Center revenue rose 97% in Q3. The test is whether $17B of Q4 guidance turns stock into cash.
HubSpot Reports Tonight. The Pricing Model Is the Only Number That Matters.
With HUBS down 41% year-to-date and Q3 results due after the close, Wall Street's real question is whether October's seat-to-credits…
ISM at 55.5 and $800B in Q1 Borrowing Put the 2-Year in Focus
Monday’s data raises the bar for holding steady into Friday’s payrolls.
Estée Lauder’s Margins Just Proved the Turnaround
A beat on sales and a 230-basis-point gross margin jump give patient investors the first clean confirmation that the restructuring…