A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match —…
The 1930 Law Trump Just Revived for Canada Tariffs
Section 338 hits Canada on August 19. USMCA will not shield covered goods.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through next year.
COF’s AML Defense Just Changed the Legal Map
Capital One disclosed an AML review to justify closing Trump accounts. The options market has a harder question to answer…
The Government Just Bought Stakes in Chip Startups
Washington is taking minority stakes in seven chip deals. Intel explains the appeal and the risk.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs through next year.
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than…
The $64B Unlock Nobody Is Watching
A July 1 capital rule shift gives community banks room to lend.
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
The OVX Just Hit 3x the VIX. Energy Stocks Are Cashing the Check.
When commodity volatility runs at triple equity volatility, refiners, integrated majors, and upstream producers stop being cyclical plays and start…