Airlines open Monday still unwinding a historic ground stop, while defence contractors tied to the modernisation push face a fresh…
China’s Consumers Aren’t Spending. What That Means for Your Portfolio.
With retail sales barely above zero and EV volumes falling for a tenth straight month, investors need to ask how…
Moderna’s $4.5B Annual Cost Run Rate Is the Real Story
Better revenue growth and a cancer vaccine win cannot hide that Moderna’s path to profitability just got longer.
Bitcoin’s $68,052 Low Is the Market’s Sharpest Stress Test
Yields near 5.1% and a 19-month dollar high are forcing levered longs out.
Anthropic Is Pricing Its IPO This Week. The Loss-to-Revenue Ratio Is the Number That Matters.
With $33.2 billion in nine-month revenue and a $104 billion net loss on the books, the ANT offering forces a…
Apple Hit $355 as the AI-Spending Trade Implodes
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.