Data Centers Are Being Canceled at a Record Pace. Here Is Who Pays.
With $260 billion in US projects killed this year, the AI capex trade is showing its first real crack.
Trump Opens Farm Diesel to Highway Use. Here’s What It Means for Refiners and Truckers.
The executive order defers the 24.4-cent federal excise tax through December 31, but the fine print limits how much prices…
Bristol Myers Squibb’s Dividend Looks Cheaper Than It Used To
With a 10-year Treasury yielding more than 5%, BMY's 4.3% payout demands a harder look from income investors.
Sidewalk Robots Cost $5 a Drop. The $1 Promise Is Further Away Than It Looks.
Utilization, not hardware, is the real obstacle separating today's robot delivery economics from the numbers investors are pricing in.
The €5 Billion Elevator Business Every Industrial Giant Wants
Kone’s planned sale of most of TK Elevator’s European business shows why the service book, not the machinery, is the…
The $0.45 Gap Reshaping Sunbelt Freight
Aurora’s driverless rigs are undercutting driver labor costs on Texas corridors, and shippers who lock in now are insulating themselves…
France’s €54 Billion Budget Has Six Weeks to Survive
After Oct. 1, France’s risk premium jumped. The key date is Nov. 17.
194 Hedge Funds Own Visa. Here Is Why Smart Money Bought the Dip.
Visa posted 14% revenue growth and returned $6.2 billion in Q3, yet the stock lagged the S&P 500. That gap…
SpaceX Delivered 26 Starlink V3s to Orbit. Here Is the Price to Pay.
SPCX jumped 7.35% after Starship Flight 14 proved the economics work. The three-hour mission also proved they are not perfected…
Accenture’s $22 Billion Bookings Quarter Puts AI Spend in Focus
141 $100M-plus bookings and record managed-services wins put numbers on enterprise AI demand