Coinbase and Circle Are Down 20% and 36%. How Much Is Warren’s Fault?
With Democrats confirmed to control the Senate, the debate is what part of COIN and CRCL ever depended on the…
Politics
Gilead and Incyte Surged When the Nasdaq Fell. Take Note.
Biotech and healthcare led the week while software slid. Was it real rotation or just timing?
Unity’s Real Turnaround Makes It Microsoft’s Most Logical Buy
With revenue up 24% and enterprise 3D scaling fast, Unity is no longer distressed. That changes the Microsoft math.
European Gas Hits €90. A Cold Snap Could Send It to €100.
Dutch TTF is up 26% in a month, with EU storage unusually low. Bond traders are already paying attention.
Adidas Is Selling at Full Price. Nike Still Isn’t.
A 54.3% gross margin in Adidas’s record quarter reveals which sportswear giant has actually rebuilt its brand and which is…
Copper Loses a Supply Risk. Watch What Miners Do Next.
Centinela strike ends. With the premium fading, FCX and ANTO face a different test at the open.
Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated.
With Moody's putting the real private credit default rate at 5.8% and AI debt markets wobbling, Thursday's earnings call is…
France’s Budget Has No Majority. The OAT Spread Keeps Score.
Saturday’s 550,000-person protest is the backdrop. Monday’s bonds are the verdict.
Nvidia, Micron, and AMD Walk Into Thursday with $1 Trillion Already Gone from Chip Stocks Worldwide
Seoul’s circuit breakers and Tokyo’s 4.9% drop hand the US open a pre-damaged chip sector. Here is where the risk…
UK Forces Amazon, eBay and Temu to Collect VAT
Healey’s Oct. 28 Budget plan shifts VAT to marketplaces