The Kentucky Truck Plant investment is real capital behind real profits. The CATL licensing fight is a different question entirely.
Valero Turned $714 Million in Profit Into $3.7 Billion. Oil at $108 Keeps the Clock Running.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
Consumer Stocks Face a Two-Act Wednesday
August retail sales hit at 8:30 a.m. on Sept. 16, hours before the Fed decides on rates, and each number…
Google Found Its Nuclear Power. NuScale Still Can’t Find a Customer.
A 22-year Finnish reactor deal and a brutal UBS downgrade define the two sides of the nuclear trade investors must…
Marathon Petroleum Just Earned $17.73 a Share. The Market Has Not Caught Up.
A doubling in refining margins, $8.5 billion in quarterly EBITDA, and a UBS target of $450 make MPC the most…
Saudi Arabia Is Pumping Oil at 1990 Levels. The Spare Capacity Safety Net Is Gone.
With 6.24 million barrels a day leaving Aramco's fields, energy investors are reckoning with a world where the market's traditional…
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced…
A Pill Just Matched Injectable HAE Drugs in Phase 3
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…