Bitcoin’s $68,052 Low Is the Market’s Sharpest Stress Test
Yields near 5.1% and a 19-month dollar high are forcing levered longs out.
Allianz Raised Its 2026 Profit Target to €18.6bn. PIMCO Drove the Beat.
Asset management, not underwriting, did the heavy lifting in Allianz's record nine-month result.
Anthropic Priced for Next Thursday. Its Biggest Backer May Not Have a CEO by Then.
Fund managers are being asked to commit to Anthropic at up to $78 a share while Nvidia's governance crisis plays…
Jabil Built the AI Data Center. Its Stock Is 42% Below Its High.
With $22.1 billion in AI revenue guided for fiscal 2027, the contract manufacturer behind hyperscaler infrastructure still trades at less…
Vestas Has a €77.9bn Backlog. The Stock Fell Anyway.
Revenue missed estimates and offshore cost overruns spooked investors, even as EPS hit an all-time high.
Nvidia Lost $190 Billion in a Day. The Market Just Told You What Jensen Huang Is Worth.
With earnings seven days out, Monday's selloff while the Nasdaq rallied 2.74% is the starkest valuation signal professional investors have…
Vodafone’s German Problem Is Now a €4.85 Billion Impairment
Revenue rose 11.4% and guidance was upgraded, but the dividend’s safety ultimately depends on whether Germany stops destroying value.
Three Days That Will Tell the Fed Whether to Hike in December
October CPI on Tuesday and PPI on Friday bookend a week that markets can't afford to read wrong.
Skydance’s $80 Billion Debt Stack Goes on Trial Tonight
The first investor call since swallowing Warner Bros. Discovery will show whether the integration plan can actually service what it…
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.…