Amazon Reports Oct. 29. AWS Is the Only Number That Matters.
AWS hit an 18-quarter growth high in Q2. Investors want 43-45% for Q3, well above the 38% consensus.
Constellation Energy Is Down About 14% This Year. Google Changed the Math.
A 20-year, 890-megawatt nuclear deal with Alphabet brings $4.3B of upgrades and long-term contracted revenue.
Data Centers Are Being Canceled at a Record Pace. Here Is Who Pays.
With $260 billion in US projects killed this year, the AI capex trade is showing its first real crack.
Trump Opens Farm Diesel to Highway Use. Here’s What It Means for Refiners and Truckers.
The executive order defers the 24.4-cent federal excise tax through December 31, but the fine print limits how much prices…
Bristol Myers Squibb’s Dividend Looks Cheaper Than It Used To
With a 10-year Treasury yielding more than 5%, BMY's 4.3% payout demands a harder look from income investors.
Sidewalk Robots Cost $5 a Drop. The $1 Promise Is Further Away Than It Looks.
Utilization, not hardware, is the real obstacle separating today's robot delivery economics from the numbers investors are pricing in.
The €5 Billion Elevator Business Every Industrial Giant Wants
Kone’s planned sale of most of TK Elevator’s European business shows why the service book, not the machinery, is the…
The $0.45 Gap Reshaping Sunbelt Freight
Aurora’s driverless rigs are undercutting driver labor costs on Texas corridors, and shippers who lock in now are insulating themselves…
France’s €54 Billion Budget Has Six Weeks to Survive
After Oct. 1, France’s risk premium jumped. The key date is Nov. 17.
194 Hedge Funds Own Visa. Here Is Why Smart Money Bought the Dip.
Visa posted 14% revenue growth and returned $6.2 billion in Q3, yet the stock lagged the S&P 500. That gap…