KLA’s $190bn Equipment Outlook Meets Memory’s Capital Restraint
Tonight's Q1 report is the first earnings test of whether the chip-equipment industry's boldest spending forecast can survive the memory…
The KOSPI Just Tripped Its Second Halt in Six Days. That Is Not a Healthy Rally.
Korea's GDP beat was real. The market's reaction tells a different story about what is driving it.
Stablecoin Rules Are Splitting North America in Two
The OCC is courting banks as stablecoin issuers while Canada bans paying yield, and the gap between those two rulebooks…
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…