A US diesel export ban and a Ukraine energy ceasefire both threaten refining margins, and traders need a plan for…
SoFi Built the Settlement Rails. Now It Wants to Rent Them to Everyone Else.
SoFi is the first national bank to run live card settlement on Mastercard's network via a bank-issued stablecoin. The bigger…
Bitcoin Hits $86,000 and the Crypto Trade Is Back On
A short squeeze cleared $648 million in bearish bets Monday, Strategy bought again, and major crypto stocks followed BTC higher.
Arm Up 17%, Intel Up 12%: Nebius Just Told You Where to Trade Next
AMD grabbed the headline, but Nebius's October CPU hike points at Arm and Intel.
FCX Is Coiling Below $72. Watch These Levels.
Copper at $6.65 a pound, a $4.68-per-pound gross spread, and a tariff decision that could reshape U.S. supply economics. Freeport-McMoRan's…
Apple’s iPhone 18 Pro Lead Times Jumped in Week Two
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…