Congress set Nov. 11 as Jensen Huang’s answer-or-subpoena deadline. The valuation question matters too.
Moderna’s Cancer Vaccine Worked. Here’s What’s Next.
A Phase 3 win in melanoma, Q3 revenue of $1.3B, and Analyst Day on Nov. 12 put the next 24…
On Holding Beat Q3. Now Comes the Real Question.
With Nike shrinking and HOKA slowing, On's 17% constant-currency growth makes it the only large athletic brand still taking share.
October CPI Lands at 8:30. A 50bp December Hike Is Back
Fed Governor Waller said 0.3% core CPI could justify 50bp in December
Bitcoin Slipped Below $75,000 as Asia Bought the Dip
A $1 billion liquidation wave hit crypto as Asian stocks rebounded. The gap is the signal.
Petrobras Posts Record Output. The Dividend Decides Everything.
With Q3 results due Tuesday and Brent swinging $23 in three sessions, the case hinges on one capital-allocation decision.
NEP’s Big Yield Is a Ghost. What Income Investors Buy Now
XPLR Infrastructure suspended distributions in January 2025. The yields on screens are not real cash flows.
TSMC’s October Sales Could End the Chip Selloff Argument
With the SOX down about 35% from its June peak on policy fears, Tuesday’s shipment data from the world’s dominant…
Iran Peace Talks Are Moving Oil More Than the War Did
Brent’s post-election slide is about diplomacy odds, not supply.
One Jobs Report Wiped Out the Dollar’s Post-Election Slide
The payrolls beat sent USD/JPY back to 158.53, near levels that drew U.S.-Japan action in July.