Allianz and Munich Re Are Quietly Winning the Rate Era
With the 30-year Treasury near 5.3%, European insurers are reinvesting at yields unseen in two decades. Allianz reports Nov. 12.
Rare Earths: Beijing Holds the Clock, Not the Embargo
With the export-control suspension expiring Tuesday, the real risk for MP Materials and Lynas is a licensing squeeze, not an…
ING’s $500M Auction May Price What Banks Won’t
AI data-center loans head to a rare open auction. The clearing price could shape views on Oracle-linked debt.
Prologis Is Selling Power, Not Just Square Feet
With 5.8 gigawatts in its data center pipeline and an $18.8 billion European expansion underway, Prologis is rewriting what an…
Humana’s Quarterly Loss Was the Plan. The Benefit Ratio Is What to Watch.
With 600,000 members set to exit and a 94%-plus ratio baked in, Q3 shows whether the surgery is working.
ASML Is Down 8% Today. The Business Hasn’t Changed.
Democrats swept Congress, and traders just got a cheaper ASML.
Duke Energy Reports Today. Data Centers Are Now Political.
With consensus at $1.88 a share, the number matters less than what management says about 7.8 GW of contested load…
Healthcare Stocks Are Up About 20%. The ACA Vote Is in the Price.
Democrats won Congress Tuesday, but Trump's veto pen means hospitals and managed-care names may have already priced in the best-case…
Coinbase and Circle Are Down 20% and 36%. How Much Is Warren’s Fault?
With Democrats confirmed to control the Senate, the debate is what part of COIN and CRCL ever depended on the…
DRAM Has Doubled. Is Micron the Buy, or the Warning Sign?
Memory is now rationed by contract, Korean producers plan steep PC output cuts, and Micron's financials look extraordinary. That combination…