Tokyo is the first proof Waymo’s model can cross a border. Ask what that franchise is worth to Alphabet over…
Category: Economy
SoftBank Is Funding US Data Centers With Japanese Household Money
SB Energy plans to sell up to $500 million of its IPO shares in Japan.
Boeing’s Engineers Return to the Table Monday With a Strike Authorized
About 17,000 SPEEA workers could sway the 737-10 and 777-9 certification path.
Shell’s $13.9 Billion Canada Bet: 370,000 boe/d and Dividends
ARC Resources is now on Shell’s balance sheet. The question is whether the added cash flow lifts the dividend more…
Nvidia Paid 86x Revenue for Hugging Face. The Price Is the Point.
Portfolio managers who own NVDA need to decide if Jensen Huang just secured a software moat or handed rivals their…
China Is Alone at the G20. Now Markets Must Price the Fallout.
Bessent’s 19-against-one vote on cheap exports turns a US trade grievance into a global supply-chain question institutions can’t defer.
Howmet Aerospace Lost $18 a Share Yesterday. The Market May Be Wrong.
SpaceX's Bastrop foundry is real, but qualifying turbine blades takes years, not months, and Howmet's business has never been stronger.
CRE Recovery: A City-by-City Scorecard
Retail is leading. Office is splitting. The Sunbelt is not one trade.
VEEV Is Up 38% YTD. Does the Beat Change the Math?
Veeva's Aug. 26 Q2 was nearly flawless. The harder question is whether $282 reflects that already.
The FTC Letter Lands Today. The Data Moat Is the Real Trade.
A coalition urging the FTC to investigate AI book destruction filed today. The antitrust theory behind it could reshape valuations…