Crown Castle, American Tower and SBA surged as carriers fell hard. The market said the landlord wins either way.
Broadcom Is Now Its Own Customer’s Banker. AVGO Fell 4% on That News.
The $50 billion OpenAI financing talks signal big chip demand, but raise questions about who bears the risk.
Lilly’s Next Drug Posted Record Weight Loss. Filing Due Q1.
Retatrutide posted the biggest Phase 3 weight loss on record. Q3 earnings call is Oct. 29.
Blue Owl Investors Want 39% of an AI Loan Fund Back. The Fund Won’t Give It to Them.
Three straight quarters of blocked withdrawals reveal what sophisticated allocators think about private credit's AI exposure.
Tencent Is Borrowing Billions for AI as Free Cash Flow Turns Negative
A $5 billion bond plan signals AI spending is outrunning cash flow.
The Diesel Tax Deferral Ends in January. Is Valero a Buy?
Trump's red-dyed diesel order is real but temporary, and the question for investors is whether refiners earn the trade or…
India Raised Rates. Now Watch the 10-Year Auction.
RBI’s first hike since Feb. 2023 says more about dollar pressure than the rupee.
Goldman Sachs Reports in 7 Days. The Stock Is 23% Off Its High.
Q2 EPS beat consensus by about 45%. Did deal and trading strength hold into summer?
Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap?
The North Sea producer is buying into Newfoundland offshore oil. The math is compelling. The liabilities are not nothing.
Four Companies Control the Grid’s Chokepoint. New Factories Won’t Help Until 2030.
The binding constraint behind transformer lead times is not steel or capital — it is a 15,000-person workforce that winds…