With Nvidia in freefall and hyperscalers burning cash on infrastructure, Apple’s $9 billion capex looks less like a retreat and…
Valero Is Sitting on $10 Billion in Cash
Margins tripled in Q3 2026 and net debt is near zero, but the balance sheet gets less attention than crack…
Honda Raised Guidance and the Stock Still Fell. Here Is Why.
Strip out the ¥484.8B EV loss and Honda’s core profit grew 71% in H1. The market priced the headline. It…
China Kept Rare-Earth Controls Alive. APEC Looms.
Beijing extended its leverage over critical minerals, nine days before Trump meets Xi in Shenzhen.
Brent Below $90: Trading the Oil Drop in Refiners, Airlines, Producers
Trump’s pause on Iran strikes split a market that was pricing $118 oil two weeks ago.
Apple Has 100 Million US-Made Chips. iPhone Assembly Isn’t Here.
Apple’s $600 billion US push is real, but the gap between components and iPhone assembly shows where the trade actually…
Vir Biotechnology Has a Pivotal Win. Now It Needs to Beat Two Rivals to Market.
A clean Phase 3 result puts Vir's hepatitis delta drug on the path to a mid-2027 FDA filing, but Gilead…
Sea Limited Reports Tuesday. The Stock Is at $76. The Case for Buying Before the Number Drops.
With nearly 50% revenue growth and an average analyst target near $148, Sea’s earnings miss streak may matter less than…
Constellation Energy Reports Monday. Nuclear Meets the Data Center Supercycle.
With about $9.2 billion in revenue expected and analysts looking for upside, the question is whether the Calpine integration is…
A 165,000-Job Shock Rewrites December Sector Plays
With a December Fed hike about 77% priced and the 10-year near 4.9%, rotation is speeding up.