A BB+ rating can cost about 300 basis points versus BB peers. Project North Star shows what that gap is…
Amazon Needs Decart to Make Its Own Chips Worth Buying
A reported $7 billion Decart deal is really about selling Trainium.
Brazil’s Stock Market Is at a Record. How to Trade Next.
With Flávio Bolsonaro leading 52-48 in Datafolha valid votes and Oct. 25 nearing, the Ibovespa and the real have already…
United Airlines Took a $6 Billion Fuel Hit. It Still Beat.
Premium demand is doing what most carriers called impossible. October 20 is the test.
Federal Water Money Is Gone. Modular RO Plants Fill the Gap.
The IIJA fiscal-year rollover is accelerating a shift toward subscription-style water delivery.
Private Credit’s $1.4 Trillion Market Has a Loan Problem
Rivals are circling distressed BDCs, but the bigger question is what happens when 2021-era loans mature into a 5%-plus rate…
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.
S&P 500 Earnings Season Opens With a 29.5% Growth Target
Analysts raised the bar early. Here is how to trade Lamb Weston today, Delta on Oct. 9, and JPMorgan on…
Tokenized Real Estate’s $16 Billion Number Is Wrong
The headline figure overstates liquid on-chain property
Eaton Paid €810M for Factory Slots. That May Be the Point.
The COL Group deal is not about Italian switchgear. It is about who controls delivery slots when lead times run…