Lula’s Win Puts Latin America’s Right-Wing Policy Calendar on Trial This Week
Brazil's shock result is not just a local story: Chile, Colombia, and Mexico all set policy this week, and their…
Meta Beat Estimates. Now It Has to Justify $145B in Spending.
Q3 revenue rose 26%, but free cash flow turned negative and Muse Wonder is not yet profitable.
Defense Stocks Won’t Collapse After a Ukraine Deal. Here’s the Split.
Backlogs, NATO targets, and rebuilding needs make the trade after peace more complicated than the selloff suggests.
Verizon Reports Monday. Two Questions Decide the Stock.
Subscriber gains look real, but SpaceX just added a risk bulls may be underweight.
American Tower Is the Better SpaceX Trade. Here Is Why.
Tower stocks surged Friday on SpaceX lease reports. Only one deserves to keep the gain.
Oracle Equity and Bond Investors Are at War. Wednesday Is the Verdict.
CDS is near 300 bps and CoreWeave bonds yield about 15.6%. Oracle’s investor day must reconcile credit vs. equity views.
American Express Tests Whether Affluent Spending Holds
With consensus near $4.49 a share on $20.12 billion in revenue, the Q3 report is the clearest read yet on…
SLB’s Earnings Keep Falling Even as Brent Hits $113
SLB reports Q3 today with the bar set near $0.62 a share, and the numbers tell a story oil prices…
IBM’s Dividend Is Covered Twice Over. The Selloff Changed That Math.
A raised free cash flow outlook and a stock that slipped after earnings is an unusual combination, and income investors…
Bitcoin Can’t Hold $85,000. ETF Outflows Explain Why.
BTC is about 34% below its October 2025 peak, and spot ETFs keep bleeding cash.