A Meta nuclear PPA and record EBITDA are not yet in the price.
Western Digital Is Down 35% From Its High. July 29 Is the Only Date Left.
A Chinese IPO threat, a merger revival, and a sector rotation all hit at once.
TSMC Reports Tomorrow. The Entire AI Trade Hangs on It.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.
The Pentagon Has a Hard Deadline. There Are Only Two Companies That Can Meet It.
A January 2027 ban on Chinese rare earth magnets just became the most overlooked supply shock in defense history.
The Gas Nobody Talks About Is Quietly Holding AI Hostage
Inside the invisible material shortage throttling the world's most advanced chip factories.
Fed needs mortgage-backed securities exit plan ‘earlier than later,’ George says
By Howard Schneider WASHINGTON (Reuters) – Kansas City Federal Reserve President Esther George has urged her colleagues to come to…
Bloomberg to pay $5 million to settle SEC charges related to fixed-income valuations
By Chris Prentice NEW YORK (Reuters) – Bloomberg Finance LP has agreed to pay a $5 million fine to settle…
ECB rates have to rise significantly at steady pace, Lagarde says
FRANKFURT (Reuters) – The European Central Bank will keep raising interest rates quickly to slow inflation which remains far too…
Top hedge funds earned sharply less for clients in 2022, LCH data shows
By Svea Herbst-Bayliss (Reuters) -The 20 best performing hedge fund managers earned $22.4 billion for investors in 2022, marking their…
Defense firms set to post higher sales, McCarthy’s election clouds outlook
By Nathan Gomes (Reuters) – Defense companies are expected to post higher fourth-quarter sales, according to analysts, bolstered by easing…