AVGO Reports Wednesday. The $16B Line Is the Only One That Matters.
Broadcom's fiscal Q3 results land Sept. 2, with AI semiconductor revenue guidance at a make-or-break level.
Frontline’s $2.61 Dividend Is Earning Its Keep. The Question Is What Happens Next.
With a key VLCC route near WS570 and one-year charters locked at $120,000, the real debate is how Hormuz diplomacy…
The $812 Monthly Payment Is Telling You Something
August auto forecasts show an affordability squeeze far beyond the showroom floor.
Long the Spread, Not the Barrel
Russia’s diesel export ban runs to Sept. 30. ULSD cracks stay the trade, and complex refiners are the cleaner expression.
Lenacapavir Is Now a Platform. Is GILD Priced for It?
Bixlenvo's approval reframes the LOE debate, and the multiple may not yet reflect what lenacapavir is becoming.
The Vanguard Effect Has a New Target
How a reported $4.6 billion acquisition makes custody the next casualty of vertical integration.
Own the Spread, Not the Barrel
Russia’s diesel limits may run longer while Brent softens. The diesel-crack trade stays the cleaner position.
The Designation That Can’t Stick: What DoD’s Anthropic Loss Costs Its Rivals
A court just ruled that supply-chain risk labels can be weaponized as retaliation. The buy side should rethink how it…
$56B Week Shows Where the Marginal Dollar Went
ETF flow data just flashed a leadership signal: hard assets are pulling capital that used to chase AI beta.
The Attention Economy Gets a New Rulebook
Meta’s settlement mandates teen time limits. The real question is whether that template forces every platform to follow.