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…
BlackRock Owns the Plumbing of Tokenized Finance Now
With $15.3 trillion in AUM and a $400 billion private markets target, BLK is not just riding the tokenization wave…
Europe Is Growing Again. US PMI at 9:45 Will Decide Next
Germany’s composite hit 53.8 and France flipped above 50, but the ECB’s rate path makes every strong number a double-edged…
Nvidia Is Now the Trump Administration’s AI Policy Desk
With Jensen Huang as the president's primary sounding board and 61% of voters opposing data centers, the policy risk that…
Nike Reports October 1 at a 12-Year Low. What Bulls Need to See.
With its S&P 100 exit effective Sept. 21, Q1 FY2027 is the first big test of Elliott Hill's turnaround.
Waymo Is Taking Its Driverless Taxis to Tokyo
Tokyo is the first proof Waymo’s model can cross a border. Ask what that franchise is worth to Alphabet over…