TSMC Just Made the Capex-Peak Argument Harder to Win
August revenue rose to NT$514.81B, and Oracle reports after the close today
Chime Is Buying Its Own Bank. Now the Real Work Begins.
September 10, 2026 A $590 million deal for Stride turns a seven-year rental into ownership,...
Meta’s Muse Books the Flight. Who Loses the Commission?
After a 6.55% surge, the real question is which middlemen get cut first.
The Iran War Has Taken $770 From Every U.S. Household
With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is reshaping where Americans…
Roivant’s Lung Drug Posted a Record Trial Result. Is 19% Enough?
September 9, 2026 Mosliciguat hit the biggest PVR drop reported in a randomized PH trial....
Snowflake Is Up 22% This Week. Here Is Why It Has More Room.
Three straight quarters of accelerating growth and a raised full-year guide have Wall Street racing to price in SNOW. The…
Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business.
When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that…
Nordex Jumps 11% After BofA Upgrade. US Wind Orders Are Why.
September 8, 2026 BofA’s €54 target flags higher margins, backed by a summer of US...
SoftBank’s Record 4.75% Bond Found Buyers in Japan
What it means when retail savers finance a massive AI bet
Two Energy Positions That Hold Whether This Oil War Ends or Not
With Brent near $97 and a nuclear deal now officially in doubt, the real trade is building positions that pay…