Runway Real Estate Is the Hottest Bet in Logistics
E-commerce volumes are straining cargo hubs, and runway-adjacent land is scarce.
October 2026
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…