A $450 million settlement charge and da Vinci price moves spooked investors Tuesday, but the core business just posted 22%…
France Heads Into Tuesday’s Budget Vote With Burned City Halls and a €340bn Borrowing Bill
The OAT-Bund spread, French bank stocks, and the euro now have a dated risk calendar. Here is how to read…
Meta Reports Wednesday With a $10 Billion Legal Charge. Ads Matter Most.
META is 9% below its Sept. 24 high. Q3 revenue is expected near $63.8B. Muse is the wild card.
Anthropic Needs One Upgrade to Change This Deal
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.