JPMorgan's data eased launch-day worry, and iPhone Duo pre-orders open October 16.
Nvidia’s China License Is the Only Chip Question This Week
Huawei pulled its next AI chip forward. Xi arrives Wednesday. Export policy is the real risk under every semiconductor name.
UK Gilt Yields Just Diverged From the US. Here Is Why.
The BoE’s freeze on APF gilt auctions until April 2027 removes a supply pressure that has no equivalent in the…
Five Market Catalysts That Will Drive Prices This Week
From the Trump-Xi summit to flash PMIs and a homebuilder test, the week of September 21 is unusually dense.
Nvidia’s Jensen Huang Is at the Table. So Is a $14B Arms Sale.
How to position in Chinese equities and semiconductors into the Sept. 24 Trump-Xi summit, and where to cut if Beijing…
Moderna’s Cancer Factory Is the Real Story
A Phase 3 melanoma win proves mRNA oncology. Can it scale?
Fluence Energy Cut Its Revenue Forecast Twice. FY Ends in 12 Days.
FLNC fell about 15% Thursday after slashing FY26 revenue to $2.4B and widening its adjusted EBITDA loss outlook to $200M.…
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals…
Crude Drops $4 as Aramco Finds a Way Around Its Broken Pipeline
The war premium that drove oil toward $109 is unwinding. Not every energy trade unwinds with it.
Enova Is Buying Back Shares After Abandoning Its Bank Deal
ENVA dropped roughly 23% Tuesday after walking away from Grasshopper. The buyback promise that followed deserves scrutiny.