A $1 billion liquidation wave hit crypto as Asian stocks rebounded. The gap is the signal.
Crude and Tanker Stocks Doubt the Iran Escalation
Oil settled Friday at $98 on peace hopes. Task Force Iron Gate and a strike on the M/V Huda followed.…
Novartis and Novo Nordisk Buried Two Drug Classes
Full AHA data confirms both Lp(a) lowering and IL-6 blocking failed on cardiovascular events, and Monday's open will sort the…
One Jobs Report Wiped Out the Dollar’s Post-Election Slide
The payrolls beat sent USD/JPY back to 158.53, near levels that drew U.S.-Japan action in July.
Vistra Rose 10% on Earnings Day. Backlash Didn’t Touch It.
With 2027 EBITDA guidance of $7.7–$8.5 billion and a fresh $1.5 billion buyback, VST is making the clearest case of…
Oklo and TeraWulf Report Today. Do Signed Contracts Hold?
With Google backstopping a $19B Anthropic lease and voters pushing back, management commentary this morning matters more than the numbers.
Every Sector in the Stoxx 600 Is Down. Diversification Has Nowhere to Hide.
Europe was supposed to absorb the shock from the AI selloff. By Friday morning it had given back its entire…
Enphase Is Betting Its Future on a Transformer No One Has Bought Yet
With residential solar weak and an AI data center pivot years from cash, the gap between Enphase's stock price and…
ABB’s Robotics Sale Shows Who Really Controls Global Business
China’s security review of SoftBank’s $5.375 billion deal warns every long-term owner of cross-border industrial assets.
Arista Networks Is Up 58% in Revenue and Still 20% Off Its High
Four customers are driving the AI network buildout, and they keep ordering more.