US Energy and Farm Goods Are the Real Trade at Stake
With $30 billion in reciprocal tariff cuts being finalised ahead of Xi's Washington visit, soybeans, LNG, and China-exposed equities are…
Politics
Etsy Is Getting Re-Rated on AI. Here Is the Case for Buying It Now.
Three analysts are converging near a $90 target, and the bull case rests on whether smarter search converts more shoppers,…
Brent Above $100 With Iran Talks Monday. Here Is How to Trade It.
Monday's Oman meeting between Gulf and Iranian ministers puts every energy position on a hair trigger, and the IEA just…
Ford’s Idle Battery Plants Could Be Worth $10 Billion. The Clock Starts in 2027.
Ford Energy turns a failed EV bet into grid storage, but investors are still paying $4 billion in annual losses…
Adobe’s New CEO Inherits a Creative Cloud Crisis
Adobe slid about 6.5% Friday. Here is what the Sept. 10 earnings report must show to change the conversation.
Nvidia Just Spent $3.5 Billion to Own a Piece of Its Own Ecosystem
The MediaTek convertible bond is not a friendship gesture. It is Nvidia buying equity upside while quietly locking a rival…
AVGO Reports Wednesday. The $16B Line Is the Only One That Matters.
Broadcom's fiscal Q3 results land Sept. 2, with AI semiconductor revenue guidance at a make-or-break level.
Frontline’s $2.61 Dividend Is Earning Its Keep. The Question Is What Happens Next.
With a key VLCC route near WS570 and one-year charters locked at $120,000, the real debate is how Hormuz diplomacy…
The $812 Monthly Payment Is Telling You Something
August auto forecasts show an affordability squeeze far beyond the showroom floor.
The Designation That Can’t Stick: What DoD’s Anthropic Loss Costs Its Rivals
A court just ruled that supply-chain risk labels can be weaponized as retaliation. The buy side should rethink how it…