Micron and SanDisk Both Fell. Only One Had a Real Reason To.
CXMT’s DRAM claim hit memory stocks, but SanDisk sells NAND and Seagate sells hard drives, so sort the mispricing from…
Kalshi and Polymarket Face a Licensing Test as the CFTC Redefines Swaps
The October 20 comment deadline is the moment futures exchanges with existing licences find out whether they own this market.
NatWest Walks Away From the Bond Market at Its Most Expensive in 24 Years
The bank's exit from US and European primary dealing raises a harder question: who fills the gap when government debt…
When OFAC Says No, Even Carlyle Walks Away From Lukoil
A $22 billion deal fell apart, and the Oct. 22 deadline is real
Brazil’s Stock Market Is at a Record. How to Trade Next.
With Flávio Bolsonaro leading 52-48 in Datafolha valid votes and Oct. 25 nearing, the Ibovespa and the real have already…
Broadcom Is Arranging $50 Billion in AI Chip Financing. The Stock Trades at 19x Forward Earnings.
The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.
Valero Is Up 44% Since June. Does China’s Diesel News Change Anything?
China’s October fuel exports look modest, but three other risks deserve equal attention ahead of Valero’s Oct. 22 earnings report.
Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not the Headline.
Michigan's Oct. preliminary sentiment hits at 10:00am ET. With year-ahead inflation expectations at 4.6% and gas at $4.36 a gallon,…
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.