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.…
Sea Limited Reports Tuesday. The Stock Is at $76. The Case for Buying Before the Number Drops.
With nearly 50% revenue growth and an average analyst target near $148, Sea’s earnings miss streak may matter less than…
Valero Made $6.8 Billion in One Quarter. The Stock Is Up 126% and Still Cheap.
Energy leads the S&P 500 in 2026. Valero's record quarter and 553% EPS growth show why the rotation may not…
Brent Can’t Stay Down. It Can’t Stay Above $100 Either.
Oil is stuck between diplomacy and mine claims in Hormuz.
SoftBank’s Default Insurance Just Hit a Four-Year High
A $40 billion bridge loan matures in March 2027, and credit is driving the debate
Nvidia and the Data Center Complex Are Selling Off. The Build-Out Is Moving Abroad.
A Sanders-led moratorium push is pricing U.S. permit risk and redirecting the AI infrastructure trade toward the Gulf, Europe, and…
Enphase Is Betting Its Future on a Transformer No One Has Bought Yet
With residential solar weak and an AI data center pivot years from cash, the gap between Enphase's stock price and…