A $300 million restructuring charge hits in late September, complicating late-October earnings expectations.
Day: September 27, 2026
CrowdStrike’s DOJ Probe Is Over. The Stock Fell Anyway.
On Friday, September 25, 2026, federal prosecutors handed CrowdStrike what should have been good news. Reports said the Justice Department…
ExxonMobil: Oil Near $95, Venezuela Talks, and Q3 on Oct. 30
Crude oil settled near $95 a barrel this past week, and ExxonMobil is positioned to make the most of it.…
How a Secret Agreement That Saved the Dollar
A note from our friends at Porter & Co(ad) Something strange just happened in the bond market. For years, foreign…
The Greatest Stock Story Ever?
A note from our friends at The Oxford Club(ad) Dear Reader, I had to share this with you today. It’s…
Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.