Visa Reports Oct. 27. Its Stablecoin Bet Just Went Live.
V hit a record high on Oct. 15 and reports fiscal Q4 next week. The number that matters most has…
SoftBank Wants to Own the Guards It Plans to Replace With Robots
Masayoshi Son's reported $18 billion bid for Allied Universal is less a security play than a blueprint for automating America's…
Halliburton Reports Tuesday. Brent Is Near $110. HAL Is $33.
Analysts see about $43, but North America is lagging. Tuesday’s report tests whether that gap starts to close.
Intuitive Surgical Reports Tuesday. It Has Already Beaten Four Times in a Row.
ISRG is 29% below its 52-week high. Da Vinci 5 adoption and a GI expansion push set the stage for…
Meta’s Self-Funded Balance Sheet Faces Its Biggest Test
On Oct. 21, allocators see if Meta’s ad engine can fund a $200 billion AI buildout.
Mortgage Rates Near 7.4%. Fannie Mae Sees 2027 at 7.5%.
Builder sentiment and housing starts land this week, with the first hard data since Fannie Mae's sharp forecast revision.
Indonesia Just Got Shown the EM Exit Door
Jakarta’s worst day since 1998 shows how little capital it takes to flee once the door appears.
China’s Q3 GDP at 0200 GMT Monday Will Set Metals’ Open
Reuters poll puts Q3 growth at 4.4%, below Beijing's floor, and the CSI 300 has fallen nine straight weeks into…
Concrete That Fixes Its Own Cracks Needs Gas. Linde Is One.
Self-healing concrete is scaling, and the CO2 and oxygen that help it work run through companies like Linde.
The KOSPI Fell Twice as Hard as the Nikkei. That Gap Is the Story.
Seoul's circuit breakers and Tokyo's Topix divergence show which stocks the world is selling, and why.