Copper Near $15,000. Which Miners Own Enough to Matter?
LME inventories have dropped for seven straight sessions, banks are raising 2026 forecasts, and the miners with the deepest reserves…
CPI at 0.6% With Brent at $106 Tests Williams
The 2s/10s, the dollar, and equities hinge on whether inflation backs the Fed's path.
Amazon Backed the VAT Plan That Could Save High Streets
Healey's move to make marketplaces collect VAT at source shows where a squeezed Treasury may look next.
Vertical Farms Are Becoming Power Suppliers. The Heat Is Why.
Thermal capture is turning food facilities into grid assets.
Micron and SanDisk Both Fell. Only One Had a Real Reason To.
CXMT’s DRAM claim hit memory stocks, but SanDisk sells NAND and Seagate sells hard drives, so sort the mispricing from…
What Amgen Stands to Lose if the FDA Rules on Roche’s Eye Drug
Tepezza generated about $1.9 billion in 2025 with no rival. Oct. 15 could change that.
Lone Pine Turned a 44% Gain Into Almost Nothing. Here Is How It Happened.
The Cypress fund's Q3 collapse shows what went wrong in crowded AI infrastructure bets.
France’s Budget Debate Opens Tuesday. The OAT-Bund Gap Will Tell You More Than the Vote.
With Moody's reviewing France's Aa3 rating on October 23 and Lagarde speaking twice this week, the spread between French and…
Marvell vs. Lightmatter: Who Wins the 2027 AI Rack Specs
The OCP Global Summit opens Monday in San Jose, a standard-setting moment that could separate the real AI infrastructure winners…
Tower REITs Rallied Before SpaceX Filed Anything
Crown Castle, American Tower and SBA surged as carriers fell hard. The market said the landlord wins either way.