GE Aerospace Is 19% Off Its Peak. Monday Will Say Why.
A $210 billion backlog, defense revenue up 20%, and supply friction in focus.
General
Micron Just Reported $133 Billion in Revenue. China Wants That Market.
CXMT's unverified chip claim knocked MU 4% Monday. The question is how much of a real threat it poses to…
The Ibovespa Has Picked a Winner. Two Weeks Left to See If It’s Right.
Brazil's stock market hit a record 209,067 after Flávio Bolsonaro led the first round. The October 25 runoff will confirm…
The ECB’s September Hike Looked Unanimous. The Account May Tell a Different Story.
European shares and the euro are under pressure as the ECB publishes what the Governing Council argued behind closed doors.
Nvidia at a Record. Three Pension Giants Think the Nasdaq Is Now Just Three Stocks.
Australian Retirement Trust, La Caisse, and Denmark's ATP have gone underweight US equities. Their real argument is about what happens…
Amazon Is the Hedge Fund Consensus. Here Is What the Numbers Say.
Viking Global tripled its stake. Renaissance added $546M. Q2 13F filings show Amazon as a major accumulation story heading into…
SpaceX Is 34% Off Its High. This Morning Changes That.
Flight 14 tries orbit today, and a call spread defines risk.
Tanker Rates Are at a Record. Trump Rejected the Deal
With the ClarkSea Index at an all-time high and Hormuz still closed, the risk for FRO, DHT, and INSW sits…
Amazon’s Prime Badge Is Now a Weapon for Any Storefront
Opening its logistics to rival sites while locking Meta’s Muse out shows what Amazon is really competing for.
Microsoft Is the Last Hyperscaler Standing on Free Cash Flow
With $1.3 trillion in capex coming by 2027, only one of six big spenders is forecast to stay cash-flow positive.