TSMC’s Construction Problem Is Bigger Than Four Deaths
A fatal bolt failure at Fab 22 has frozen steel-structure work across every TSMC site in Taiwan, exposing a constraint…
Challenger Shareholders Are Being Asked to Sell at a Discount
Dai-ichi Life’s 20% premium sounds generous until you weigh Challenger’s growth.
If Iran’s Hormuz Deal Works, Brent Falls Hard. Here’s Who Gets Hurt First.
Pakistan's army chief is in Tehran today as a mediator, Qatar is formalizing a new defence pact, and markets are…
Visa Reports Oct. 27. Its Stablecoin Bet Just Went Live.
V hit a record high on Oct. 15 and reports fiscal Q4 next week. The number that matters most has…
SoftBank Wants to Own the Guards It Plans to Replace With Robots
Masayoshi Son's reported $18 billion bid for Allied Universal is less a security play than a blueprint for automating America's…
Halliburton Reports Tuesday. Brent Is Near $110. HAL Is $33.
Analysts see about $43, but North America is lagging. Tuesday’s report tests whether that gap starts to close.
Intuitive Surgical Reports Tuesday. It Has Already Beaten Four Times in a Row.
ISRG is 29% below its 52-week high. Da Vinci 5 adoption and a GI expansion push set the stage for…
Meta’s Self-Funded Balance Sheet Faces Its Biggest Test
On Oct. 21, allocators see if Meta’s ad engine can fund a $200 billion AI buildout.
Mortgage Rates Near 7.4%. Fannie Mae Sees 2027 at 7.5%.
Builder sentiment and housing starts land this week, with the first hard data since Fannie Mae's sharp forecast revision.
Indonesia Just Got Shown the EM Exit Door
Jakarta’s worst day since 1998 shows how little capital it takes to flee once the door appears.