Brent fell nearly 2% after claimed strikes on Yanbu and Rabigh, and what that move reveals about Saudi risk.
SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.
Musk’s lending warning matters more than the deal size: the financing window for AI-only infrastructure is closing fast.
UPS Is Paying $5.4 Billion in Dividends With Little Cushion
Tuesday’s earnings will test a 6%-plus yield as diesel tops $6 and volume stays soft.
Samsung’s 195 Trillion Won Quarter Matters, but Capex Matters More
The Oct. 29 divisional breakdown matters, but capex guidance decides if 2027 pricing holds.
Robert Half Is Up 22%. The Hard Part Starts Now.
Talent Solutions posted its first growth since 2022. After a 22% jump, the real question is what comes next.
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress
Lockheed Martin Guidance Keeps Rising. Is Defense Still Early?
A record $292 billion backlog and a $58.6 billion PAC-3 award raise the real question: how much is already in…
Blackstone’s $63B Quarter Exposes a Hidden Discount in BX
Investors are punishing BX for private credit fears its results don’t fully support.
Comcast Is Adding Wireless Subscribers Fast. The Margin Bill Is Due Today.
Q3 results reveal whether free-line promotions are converting to real revenue or just masking a deeper broadband slide.
A 5.13% Treasury Yield Is Already Doing the Fed’s Work
While everyone watches October 28, the 10-year is quietly squeezing housing, small caps, and credit.