Copper Is Near Its Record. Chile May Close That Gap Today.
Escondida’s supervisors finish their strike ballot this morning as Centinela’s workers have already voted 98.73% in favor of a walkout,…
Finance
RTX’s $20.7 Billion AMRAAM Win Is Mostly Unfunded
Raytheon’s landmark missile contract is big, but the money comes later.
Yanbu Is Burning Again. Here Is Who Wins and Who Pays.
With Brent near $107 and Saudi Arabia's Red Sea outlet now contested, the Yanbu strike reshuffles winners and losers across…
The Bond Market Has Voted on AI. Equity Investors Disagree.
AI bonds now yield about 37 basis points more than the broad IG market. One of those markets is badly…
The Steel Box Gatekeeping Trillions in Grid Spending
Switchgear lead times now exceed 60 weeks, transformer waits stretch to four years, and the suppliers controlling that queue are…
Bitcoin Hit $86,000. Now Comes the Hard Question.
A short squeeze did the lifting. Whether Bitcoin belongs in your plan, and how much, is a question that does…
Pfizer’s Deal Caps What It Keeps From Raising Prices Abroad
A newly revealed clause changes the dividend math as Sept. 29 tariffs near.
FedEx Spent $8.9 Billion on InPost. Here Is What It Has to Earn Back.
The parcel-locker buyout is closed. Now the return-on-investment math begins.
Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms…
Grab Is Buying Atome. Can It Underwrite the Risk?
Grab will own distribution and the lending book. Powerful and perilous.