Runway Real Estate Is the Hottest Bet in Logistics
E-commerce volumes are straining cargo hubs, and runway-adjacent land is scarce.
Xeris Biopharma Says It’s Not for Sale. Lundbeck Disagrees.
A Bloomberg-reported takeover approach from the Danish drugmaker has put XERS in play, and a call spread lets you bet…
Transformer Lead Times Are 3 Years. The Winners Have Contracts.
GE Vernova, Eaton, and Siemens Energy are locking in supply. Backlog math is the tell.
BHP’s Escondida Heads Into Mediation After Supervisors Reject Final Wage Offer
A near-95% strike vote at the world's largest copper mine adds fresh supply risk to a metal already up about…
Amazon Is 13% Off Its High. The Anthropic IPO Changes the Math.
AWS is growing fastest in 18 quarters, a $496B backlog is sold, and Anthropic could go public in 2026.
Caterpillar Has a $72 Billion Backlog and Q3 in Four Weeks
CAT returned about 78% in the past year, has pulled back, and reports Oct. 29 as data center power demand…
Job Openings and Consumer Confidence Could Shift October Fed Odds
With the 10-year near a 19-year high, today’s 10am data tests whether Warsh hikes again
Nike at $36 Before Thursday: What the Turnaround Still Has to Prove
Three numbers from Elliott Hill's earnings call will determine whether this is a long-term buying opportunity or a value trap…
Lilly’s Next Obesity Drug Could Outperform Everything It Sells
EASD 2026 opens in Milan today with retatrutide’s 20.8% data, eloraTZP’s Phase 2 debut, and Novo pushing back on two…
American Airlines Just Added $1 Billion to Its Fuel Bill
Trump’s rejection of Iran’s Hormuz plan erased Friday’s relief rally and puts AAL, UAL, and the sector in the crosshairs…