A 1,100 MW deal with Microsoft makes NiSource an AI power play, but diligence goes deeper than the headline.
Silence Therapeutics Just Showed What a Western RNA Platform Is Worth
Beijing moved to wall off Chinese siRNA platforms as Merck KGaA paid a 130% premium for a London-listed one
The Russell 2000 Is in Correction. The Dow’s Gain Hides Why.
Three indexes moved three directions last week. The loudest rate signal came from the one that fell hardest.
Volta’s $3.7 Billion GPU Loan Has No Bank Behind It
JPMorgan and Goldman walking away from the chip tranche is a credit-market verdict on AI collateral that equity investors have…
Schwab Posted Its Best Quarter Ever. Then the Stock Fell 4%.
Record revenue, record client assets, a 29% jump in adjusted EPS, and the market focused on the three words management…
Tesla Reports October 21. The Number That Will Move the Stock Is Not EPS.
Deliveries beat. Automotive margins are the real problem. And Goldman says the Cybercab update matters more than the quarterly financials.
Anthropic Is Asking You to Buy What You Cannot Read
With no public prospectus on EDGAR and a $2 trillion price tag, the discipline of waiting may be worth more…
Alphabet Is Collecting AI Revenue as Rivals Still Project It
Google’s universal Gemini agent lands in paying enterprises
Informa Just Shed Its Publishing Past. What’s Left Matters.
Dropping Taylor & Francis and buying Clarion turns Informa into a pure-play events business. Whether that focus creates lasting value…
WEC Energy’s Nuclear Deal Shows Utilities Can Grow
Oracle absorbing $300 million in Point Beach fuel costs is proof regulated utilities are no longer just income plays.