Pharvaris hit every endpoint and BCRX dropped 9%. The asymmetry now favors defined-risk positions on the incumbents.
Chime’s $590M Stride Deal Could Reshape Its Cost Structure
Thirty percent revenue growth plus more than $100 million in claimed synergies make the buy case compelling. The regulators still…
AeroVironment Won the Army’s First Laser Production Contract. The Stock Is Still Down 40%.
AVAV reports fiscal Q1 results tonight. A $464.8M directed-energy award, a $220 Stifel target, and a Pentagon budget built for…
Goldman Wants OpenAI Rated Investment Grade. The Math Does Not.
That rating could open bond markets for OpenAI and shrink Nvidia’s $105B Ohio risk.
Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business.
When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that…
Caterpillar Made History Last Quarter. The Stock Is Down 25% Since.
A record $72 billion backlog, the first $20B quarter ever, and data-center power demand into 2028 make CAT's pullback look…
Gold Near $4,500 Is Reading the Bond Market. This Week Tells Us If It’s Right.
Three Treasury auctions and a doubling of long-end buybacks converge in four days, making foreign demand the only number that…
Citi Just Scrapped All 2026 Rate Cuts. Small Caps and REITs Are Paying for It.
With a September 17-18 hike now the odds-on call, the 2027 easing trade needs a hard reset.
Ford’s Idle Battery Plants Could Be Worth $10 Billion. The Clock Starts in 2027.
Ford Energy turns a failed EV bet into grid storage, but investors are still paying $4 billion in annual losses…
Brent at $96. The US Just Hit Iran’s Oil Fleet.
Three Iranian tankers were struck Saturday, OPEC+ holds October output flat, and US markets reopen Tuesday. Here is the full…