Global allocators are watching Beijing’s conclave for cues, but the Five-Year Plan is already set, and it picked hard-to-own winners.
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress
The 10-Year Yield’s Drop Below 5% Is an Alarm
When Treasuries rally because tech is collapsing, the bond market is talking about stocks, not interest rates.
Eni Unlocked a Two-Layer Payday for Shareholders
A €2.8bn profit beat triggered a bigger buyback and an extraordinary dividend. Here is what that signals for long-term investors.
Hermès Finally Missed. Does That Change Anything?
One weak quarter in China reveals where the Birkin empire is vulnerable, and where its real strength still lies.
French Bonds Are the Worst-Performing in the World. The October 27 Vote Will Tell You Why.
The 10-year OAT crossed 5% for the first time since 2002, and a budget that could still fail sits just…
Sutures Are Losing Ground. Medtronic Is Positioned to Profit.
Bio-synthetic adhesives are entering human trials, and the surgical sealant market is set to get more competitive.
Adidas Is Selling at Full Price. Nike Still Isn’t.
A 54.3% gross margin in Adidas’s record quarter reveals which sportswear giant has actually rebuilt its brand and which is…
AMD’s Helios Rack Draws 246 kW. Power Spikes Are the Risk.
Inside AMD’s Helios architecture, the hard problem is preventing power transients that can destabilize a deep-learning cluster.
Trump Waived the Russia Tariffs He Signed. What It Means for Oil and Defence Shares.
Putin wants a summit without Zelensky, Trump is pausing his own Russia law, and the uncertainty is moving Brent and…