Google Just Told Wall Street What Nuclear Is Worth
A 20-year, 890MW deal with Constellation reframes CEG, Vistra, and Talen as core AI infrastructure holdings, not yield-chasing utilities.
Ad Agencies Are Cutting Production Time in Half. The Junior Designer Is Paying the Bill.
Generative design tools are shrinking 23-day cycles to under six days, and the headcount math at WPP and Dentsu is…
DraftKings Is Down 54% Over 12 Months. BofA Sees $800M in New Revenue.
Bank of America upgraded DraftKings to Buy Monday, saying prediction markets could add to the sportsbook, not replace it.
The $0.45 Gap Reshaping Sunbelt Freight
Aurora’s driverless rigs are undercutting driver labor costs on Texas corridors, and shippers who lock in now are insulating themselves…
Skyworks Absorbs Qorvo Today. The Case for Owning It.
The merger closes as Apple’s iPhone Duo enters its launch quarter, putting the new RF giant in the right place…
The Kospi Nearly Doubled in a Year. What US Chip Traders Need Monday.
Samsung and SK Hynix drove the index to 7,003.74 on record chip exports, a clear signal the memory cycle has…
Apple’s $5.72 Billion Verdict Is a One-Time Number
With iPhone 18 Pro up 12% in China and AAPL 3% off its high, the patent case deserves a closer…
Constellation Brands Reports Monday. Beer Is Stabilizing.
STZ at 9.6x forward earnings near its 52-week low. Does October 6 mark the bottom?
Flutter Fell 70%. The Brazil Ban May Not Stick.
Lula’s decree lapses in 120 days without Congress. Runoff Oct. 25.
Self-Driving Trucks Cut 35% Off Sunbelt Freight Costs. Here Is Who Captures the Margin.
Aurora's 10-route Sun Belt network and Gatik's $600M in contracted revenue rewrite the cost math on I-10 and I-45, and…