If Iran’s Hormuz Deal Works, Brent Falls Hard. Here’s Who Gets Hurt First.
Pakistan's army chief is in Tehran today as a mediator, Qatar is formalizing a new defence pact, and markets are…
Money
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.
NatWest Walks Away From the Bond Market at Its Most Expensive in 24 Years
The bank's exit from US and European primary dealing raises a harder question: who fills the gap when government debt…
Amazon Reports Oct. 29. AWS Is the Only Number That Matters.
AWS hit an 18-quarter growth high in Q2. Investors want 43-45% for Q3, well above the 38% consensus.
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…
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.
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…
The Rare Earth Sticking Point That Could Sink Thursday’s Summit
Markets are priced for a deal. Beijing's Japan curbs suggest the terms are nowhere near settled.
Brent Dropped After Riyadh Was Hit. The Flows Explain Why.
Saudi exports rebounded above 4 million bpd in September, and energy stocks must now be read through that lens.