Copper Near $15,000. Which Miners Own Enough to Matter?
LME inventories have dropped for seven straight sessions, banks are raising 2026 forecasts, and the miners with the deepest reserves…
Economy
What Amgen Stands to Lose if the FDA Rules on Roche’s Eye Drug
Tepezza generated about $1.9 billion in 2025 with no rival. Oct. 15 could change that.
France’s Budget Debate Opens Tuesday. The OAT-Bund Gap Will Tell You More Than the Vote.
With Moody's reviewing France's Aa3 rating on October 23 and Lagarde speaking twice this week, the spread between French and…
Marvell vs. Lightmatter: Who Wins the 2027 AI Rack Specs
The OCP Global Summit opens Monday in San Jose, a standard-setting moment that could separate the real AI infrastructure winners…
Nvidia Moves Into Consumer PCs. Is That Bullish?
Microsoft’s Surface Laptop Ultra puts RTX Spark on desks, and the stock story is trickier than the keynote suggested.
Lilly Just Crashed Novo’s Party in Once-Weekly Insulin
Onswik's FDA approval ends Novo Nordisk's six-week run as the only once-weekly basal insulin on US pharmacy shelves.
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
Akamai Got $11.6B From Anthropic. It Also Gave Away a Piece of Itself.
The warrant Akamai handed its biggest customer changes the risk profile of this deal in ways the stock move alone…
Pacific Power Set a Price Tag for AI Power. Others May Follow.
Oregon’s new data center cost rule signals pressure at SO, AEP, D.
Democrats Are Favored to Take the House. Three Stocks Are Priced for the Wrong Outcome.
Prediction markets put Democratic House control above 90%. Medicaid insurers, hospital operators, and solar manufacturers are not reflecting that probability.