The Kentucky Truck Plant investment is real capital behind real profits. The CATL licensing fight is a different question entirely.
Category: Top News
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.
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…
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…
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.
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.
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…
Kroger’s Q2 Results Could Tell You Who Pays for Beef Inflation
With Tyson warning of a $625 million to $775 million beef loss and the August CPI due the same morning,…
Payrolls Land. Now the Fed’s Internal Fight Becomes Your Trade.
A split FOMC, a 10-year yield at 4.78%, and average hourly earnings are the only numbers that matter before the…
Oil Hits $90 Again. Occidental Is the Stock Built for This Moment.
WTI crude surged 5% Tuesday on fresh Iran strikes near the Strait of Hormuz. OXY just posted record free cash…