Strip out the ¥484.8B EV loss and Honda’s core profit grew 71% in H1. The market priced the headline. It…
China Kept Rare-Earth Controls Alive. APEC Looms.
Beijing extended its leverage over critical minerals, nine days before Trump meets Xi in Shenzhen.
Brent Below $90: Trading the Oil Drop in Refiners, Airlines, Producers
Trump’s pause on Iran strikes split a market that was pricing $118 oil two weeks ago.
Apple Has 100 Million US-Made Chips. iPhone Assembly Isn’t Here.
Apple’s $600 billion US push is real, but the gap between components and iPhone assembly shows where the trade actually…
Vir Biotechnology Has a Pivotal Win. Now It Needs to Beat Two Rivals to Market.
A clean Phase 3 result puts Vir's hepatitis delta drug on the path to a mid-2027 FDA filing, but Gilead…
Sea Limited Reports Tuesday. The Stock Is at $76. The Case for Buying Before the Number Drops.
With nearly 50% revenue growth and an average analyst target near $148, Sea’s earnings miss streak may matter less than…
Constellation Energy Reports Monday. Nuclear Meets the Data Center Supercycle.
With about $9.2 billion in revenue expected and analysts looking for upside, the question is whether the Calpine integration is…
A 165,000-Job Shock Rewrites December Sector Plays
With a December Fed hike about 77% priced and the 10-year near 4.9%, rotation is speeding up.
Vistra Rose 10% on Earnings Day. Backlash Didn’t Touch It.
With 2027 EBITDA guidance of $7.7–$8.5 billion and a fresh $1.5 billion buyback, VST is making the clearest case of…
Treasuries Earned Their Place in Your Portfolio Thursday. Payrolls Could Take It Away.
With the S&P 500 down 4.4% and gold up less than 1%, Treasuries were the shock absorber when the AI…