A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Five Giants With Enough Cash to Buy Rivals Outright
Berkshire’s $365.5B war chest and Meta’s $81B reserve
Humana’s $1.5 Billion Contract Bet Comes Down to Oct. 8
Barclays sees Humana flipping its largest Medicare Advantage contract to bonus status. The star ratings, with tougher cutpoints, will tell…
Mid-Caps Absorbed Wednesday’s Yield Shock. Small Caps Did Not.
The S&P MidCap 400 fell one-third as much as the Russell 2000 when the 10-year spiked to 5.12%. That gap…
Oracle and Akamai Just Showed Which AI Companies Will Survive
Two filings on Sept. 24 show who can fund AI with cash flow
India’s NSE Listed Today. Here Is What the Flat Open Actually Tells You.
This ₹22,562-crore IPO was 100% secondary. That changes how you should read the debut.
Gold Drops to $4,290 on Strong PMI. Goldman Still Sees $4,900.
The real-yield spike is a stress test for the sovereign-buying floor, not a reason to abandon the trade.
Nvidia’s Multiple Has Collapsed. The Market Is Betting Huang Is Wrong.
At under 17 times forward earnings, Nvidia is priced like a company whose best growth is behind it. The investment…
Google Is Funding Southern Company’s Nuclear Upgrades
A new tariff lets Google cover uprate costs at Vogtle and Hatch
Intel Can Fill Half Its Orders. That Gap Is the Trade.
Tan’s supply admission is the real driver. Q3 results are where it proves out.