October 8, 2026 The French parts maker cut 2026 targets and plans 770 European job cuts, and the damage is…
Constellation Energy Is Down About 14% This Year. Google Changed the Math.
A 20-year, 890-megawatt nuclear deal with Alphabet brings $4.3B of upgrades and long-term contracted revenue.
5-Day Cash Flow Trade
October 8, 2026 Bonus Content: ABN Amro Is Losing Its Government Shield A note from our friends at Tradewins(ad) Blane…
D.C. Wants Experienced Drone Makers. This One Has 25 Years Behind It.
October 8, 2026 Bonus Content: Chevron Takes a $3-4 Billion Loss to Cut Its Bakken Costs in Half A note…
Data Centers Are Being Canceled at a Record Pace. Here Is Who Pays.
With $260 billion in US projects killed this year, the AI capex trade is showing its first real crack.