The NRC cleared TVA's Clinch River reactor on Sept. 29. Here is what still stands between that milestone and actual…
WEC Energy’s Nuclear Deal Shows Utilities Can Grow
Oracle absorbing $300 million in Point Beach fuel costs is proof regulated utilities are no longer just income plays.
India’s Rate Hike Is About the Rupee, Not 4.82% Inflation
The RBI is expected to raise rates Wednesday, but pressure is a US 10-year yield near 5.2% draining capital from…
Jabil Beat Wall Street by $910 Million. The Bigger Story Is 2027.
With about $22.1 billion in AI-related revenue forecast for fiscal 2027, Jabil’s valuation still treats it like a contract manufacturer,…
PepsiCo Just Hit a Fresh 52-Week Low. Q3 Is in One Week.
PEP closed at $126.72 on September 30, 2026, 26% below its February peak. October 8 is the test.
SpaceX Is 34% Off Its High. This Morning Changes That.
Flight 14 tries orbit today, and a call spread defines risk.
Micron Reports Wednesday. $31 EPS Is the Floor.
With Q4 earnings on September 30 and guidance already at $50 billion, the question is how far above the bar…
Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Siemens Is Reorganising Around Software. What Must Show Up in the Numbers.
Roland Busch is betting factory hardware plus AI can lift margins. The accounts will tell us if it is working.
Two Data Releases This Morning Could Decide Stocks’ Open
Durable goods at 8:30, final Michigan sentiment at 10:00: what it means for XLY, XLP, and SPY with markets pricing…