APH’s Order Book Hit $10.7B. Q3 Earnings Are Oct. 28.
A 2-for-1 split, a 1.23 book-to-bill, and IT datacom growing 63% organically keep Amphenol at the center of AI infrastructure…
Salesforce Wants to Run Every AI Agent in Your Company
With seven agents shipping and a governance layer for rivals, Salesforce is arguing that enterprise AI adds more CRM value…
A Canada Truce Would Cut Your Car and Lumber Bills. Not All.
Trump’s softer tone on Canada helps, but tariffs on autos, aluminum, and lumber still bite.
Tesla Set October 1 for the Roadster. Buy the Reveal.
With TSLA implied volatility still low, a call spread targets the event.
Google Found Its Nuclear Power. NuScale Still Can’t Find a Customer.
A 22-year Finnish reactor deal and a brutal UBS downgrade define the two sides of the nuclear trade investors must…
Copper at $6.45 After the Record Drop. Here Is What Traders Watch Monday.
The White House still has no decision on refined copper tariffs, and that uncertainty is now the only price that…
Copart Paid $1.9 Billion Because Insurance Volume Told It To
Its biggest acquisition ever makes sense once you see the volume problem hiding inside a quarterly beat.
Saudi Arabia Just Lost Its Role as Oil’s Emergency Valve
With output at a 36-year low and export routes constrained, oil dips are opportunities to buy, not invitations to fade.
Brent Is Above $101. Novorossiysk Is the Risk Wall Street Misprices.
Ukraine’s strike adds a different supply risk than US-Iran tensions, and the market is treating them as interchangeable.
A Pill Just Matched Injectable HAE Drugs in Phase 3
Pharvaris hit every endpoint and BCRX dropped 9%. The asymmetry now favors defined-risk positions on the incumbents.