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…
Business
Micron and SanDisk Both Fell. Only One Had a Real Reason To.
CXMT’s DRAM claim hit memory stocks, but SanDisk sells NAND and Seagate sells hard drives, so sort the mispricing from…
Kalshi and Polymarket Face a Licensing Test as the CFTC Redefines Swaps
The October 20 comment deadline is the moment futures exchanges with existing licences find out whether they own this market.
Broadcom Is Arranging $50 Billion in AI Chip Financing. The Stock Trades at 19x Forward Earnings.
The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.
Constellation Energy Is Down About 14% This Year. Google Changed the Math.
A 20-year, 890-megawatt nuclear deal with Alphabet brings $4.3B of upgrades and long-term contracted revenue.
Trump Opens Farm Diesel to Highway Use. Here’s What It Means for Refiners and Truckers.
The executive order defers the 24.4-cent federal excise tax through December 31, but the fine print limits how much prices…
France’s €54 Billion Budget Has Six Weeks to Survive
After Oct. 1, France’s risk premium jumped. The key date is Nov. 17.
194 Hedge Funds Own Visa. Here Is Why Smart Money Bought the Dip.
Visa posted 14% revenue growth and returned $6.2 billion in Q3, yet the stock lagged the S&P 500. That gap…
Accenture’s $22 Billion Bookings Quarter Puts AI Spend in Focus
141 $100M-plus bookings and record managed-services wins put numbers on enterprise AI demand
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.