A record $292 billion backlog and a $58.6 billion PAC-3 award raise the real question: how much is already in…
Blackstone’s $63B Quarter Exposes a Hidden Discount in BX
Investors are punishing BX for private credit fears its results don’t fully support.
Comcast Is Adding Wireless Subscribers Fast. The Margin Bill Is Due Today.
Q3 results reveal whether free-line promotions are converting to real revenue or just masking a deeper broadband slide.
A 5.13% Treasury Yield Is Already Doing the Fed’s Work
While everyone watches October 28, the 10-year is quietly squeezing housing, small caps, and credit.
Four Dead at TSMC’s Kaohsiung Site: What Traders Watch
A fatal construction accident has prompted TSMC to suspend steelwork across its Taiwan construction sites, adding headline risk for chip…
Challenger Shareholders Are Being Asked to Sell at a Discount
Dai-ichi Life’s 20% premium sounds generous until you weigh Challenger’s growth.
BHP Produced Less Copper at a Record Price. The Real Question Is Whether the Miner Is Still the Trade.
With output down 19% and cash copper at $14,822 a tonne, investors face a choice the quarterly report cannot answer…
Chubb Reports Tonight With Profit Expected Down 17%
CB is up about 5% in a week heading into Tuesday’s release, leaving little cushion if catastrophe losses or the…
AEP Locked In a 20-Year Google Deal. The Better Buy May Not Be AEP.
A $4 billion contracted plant outside AEP's service territory is a new kind of utility growth, and Bloom Energy is…
Jio Platforms Opens Its IPO This Week. What It Means
Most Western investors cannot buy in directly. But India funds may already own exposure, and the listing could shift index…