With 80% of FY27 fuel locked in at about $67 a barrel only through March 2027, and about a quarter…
Trane’s $12.5B Backlog Is Already Spending Your 2027
With more than $8 billion scheduled for 2027 and beyond, Trane has already captured demand.
Tesla Shareholders Hold the Only Real Veto on a SpaceX Merger
Not voting counts as a no. Here is what you would give up, and gain.
EQT Is Buying Range Resources. Natural Gas Just Became the AI Trade.
The deal creates the largest U.S. gas producer. The driver is data centers and LNG exports.
Gold Fell 3.4% on Stocks’ Worst Day Since June
When the go-to hedge sells off with equities, investors should ask what they actually hold.
BP’s $8.5bn Quarter Is Real. Do Exxon and Chevron Match It?
With Brent at $116 and war-risk insurance surging, energy managers are modeling what earnings look like if Hormuz normalizes.
Tech Is Being Sold on Month-End. Tuesday Changes the Calculus.
A four-session pattern in Nasdaq names looks like an AI capex verdict, but month-end pension flows and a midterm countdown…
Nvidia Already Works With Astera Labs. The Next Step Is to Own It.
Connectivity is the new chokepoint in AI infrastructure, and ALAB controls the silicon that keeps the data moving.
Caterpillar’s Margin Line Is the Number That Matters
Power & Energy orders are converting. Whether tariffs are eating the profit is what Q3 just answered.
VKTX Reports Today. Lilly Should Be Watching.
With shares down about 41% in a month and Phase 3 oral trials just launched, Viking Therapeutics is cheaper now…