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.
Business
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…
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…
Corn’s $5.00 Price Tag Carries a Seven-Year Surplus Into October
USDA found 173 million more bushels than anyone expected. Here is what that number means for every stock in the…
The White House AI Accord Is a Cost Floor. Only Six Set It.
Tuesday's voluntary safety pact looks like a handshake. For smaller AI rivals, it reads more like a barrier to entry.
Japan’s Bond Yield Is at a 30-Year High. So Are Europe’s. That Changes the Trade.
When Tokyo, Paris, and Washington sell off together, this is global, not just Treasuries.
WTI Just Hit $89. If Hormuz Reopens, Where Does Crude Land?
Iran’s seven-day offer and three hours of UNGA talks have cracked the war premium in oil. The real question is…
South Korea’s Chip Boom Is Accelerating. Watch This Closely.
When exports per working day jump 89.8% in twenty days and the pace is still picking up, the question isn't…
Nvidia’s Best Hope in China Is Sitting at the Dinner Table
Jensen Huang at Thursday’s Trump-Xi state dinner shows what semis are pricing in, and what they already got wrong once.