Valero’s Refining Margin Tripled. Diesel Crack Still Near $100.
With Russian refining capacity under attack and the 3-2-1 crack near $45, the structural case for VLO is stronger than…
Jabil Built the AI Data Center. Its Stock Is 42% Below Its High.
With $22.1 billion in AI revenue guided for fiscal 2027, the contract manufacturer behind hyperscaler infrastructure still trades at less…
Every Sector Up, Small Caps +3%: Does This Rally Know Something?
Monday's S&P 500 surge was about as broad as they come. The bond market, the VIX spread, and a Fed…
TSMC October Revenue Surged 60%. AI Orders Never Slowed.
A record NT$586.9 billion month challenges the story behind the SOX’s slide from its June 22 peak.
Rocket Lab Reports Tonight. The Iridium Deal Is the Test.
Revenue expected near $257M and an $8B deal closing in 2027. Tonight's call sets the tone.
Pfizer Beat by 19%. The Patent Cliff Is Still Coming.
Four straight beats and raised guidance. But about $17B expires by 2030.
Occidental Has Repaid $8.6 Billion in Debt. Monday’s Earnings Show What It Bought.
With OxyChem gone and the balance sheet transformed, OXY's Q3 report tests whether Buffett's stake is turning this into a…
Allianz and Munich Re Are Quietly Winning the Rate Era
With the 30-year Treasury near 5.3%, European insurers are reinvesting at yields unseen in two decades. Allianz reports Nov. 12.
Rare Earths: Beijing Holds the Clock, Not the Embargo
With the export-control suspension expiring Tuesday, the real risk for MP Materials and Lynas is a licensing squeeze, not an…
ING’s $500M Auction May Price What Banks Won’t
AI data-center loans head to a rare open auction. The clearing price could shape views on Oracle-linked debt.