Brazil’s Stock Market Is at a Record. How to Trade Next.
With Flávio Bolsonaro leading 52-48 in Datafolha valid votes and Oct. 25 nearing, the Ibovespa and the real have already…
Broadcom Is Arranging $50 Billion in AI Chip Financing. The Stock Trades at 19x Forward Earnings.
The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.
Valero Is Up 44% Since June. Does China’s Diesel News Change Anything?
China’s October fuel exports look modest, but three other risks deserve equal attention ahead of Valero’s Oct. 22 earnings report.
Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not the Headline.
Michigan's Oct. preliminary sentiment hits at 10:00am ET. With year-ahead inflation expectations at 4.6% and gas at $4.36 a gallon,…
Amazon Reports Oct. 29. AWS Is the Only Number That Matters.
AWS hit an 18-quarter growth high in Q2. Investors want 43-45% for Q3, well above the 38% consensus.
Constellation Energy Is Down About 14% This Year. Google Changed the Math.
A 20-year, 890-megawatt nuclear deal with Alphabet brings $4.3B of upgrades and long-term contracted revenue.
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.