Existing-home sales fell to 3.75 million as prices rose again. Here is what frozen turnover means for housing wealth and…
US Airlines Absorbed a Four-Hour Shutdown. That Tells You Something.
The FAA's longest ground stop in 25 years barely dented airline shares on Friday. Monday's session is the real test,…
Rheinmetall Is Down 50% This Year. Peace Talks Complicate It.
Witkoff and Kushner met Putin in the Kremlin on Thursday. European defence investors now have to decide whether the sector's…
Hancock Whitney Is Buying Trustmark for $3.2 Billion. Here Is the Case for HWC Today.
The deal creates a $58 billion Gulf South bank, but the real question is whether $205 million in promised cost…
Nvidia Has No Successor. That Is the Real Crisis.
With $96 billion in quarterly revenue on the line and no named replacement, the board's decision on Jensen Huang is…
Nebius Reports Q3: Can $20B Buy a $9B Run Rate?
The neocloud test is whether the spending plan has a bridge investors can trust.
40% of Planned Data Centers Are Now in Permit-Freeze States. One Stock Is Built to Benefit.
GE Vernova's gas-turbine queue reaches 2032 as New York pauses permits and Texas orders a statewide permit halt.
SoftBank Just Showed AI Power Orders Can Be Cancelled
A $3.7 billion write-down forces investors to rethink GE Vernova and Siemens Energy.
Constellation Energy Crushed Q3. The Real Money Comes Later.
A big earnings beat and a Google nuclear deal are real. So is the two-year wait before contracted cash flows…
Eli Lilly and Novo Nordisk Rose After the FDA’s Vision Warning
When a label change dents sentiment, not the franchise