October 29, 2026 Bonus Content: Anthropic’s $518B Tab Could Outlast the AI Boom A note from our...
Eli Lilly reports third-quarter results this morning before the open, and the numbers arriving alongside the 10...
Prologis is building what Digital Realty already operates, and that gap keeps the deal logic alive.
October 29, 2026 Bonus Content: Volkswagen’s €5.8bn Loss Asks Whether Cheap Is Cheap Enough A note from...
Mastercard's Q3 report this morning tests whether Visa's slide was a one-off or a broader reset for...
Oil moved back above $115 on a report Washington may resume Iran strikes after Nov. 3. The...
The market’s verdict on Tuesday night was quick and blunt. Robinhood shares tumbled approximately 7% in after-hours...
October 28, 2026 Bonus Content: Europe’s Banks Hit Records. The ECB Pauses Tomorrow. A note from our...
Healey’s Budget at 12:30 BST and the Fed at 2pm ET share the same screen today. Watch...
A $50 billion all-stock deal gives EQT 30-plus years of Appalachian inventory just as power-hungry data centers...