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…
AbbVie Reports Q2 Today. The Post-Humira Story Is Winning.
Skyrizi and Rinvoq have already replaced Humira. The $10.9B Apogee deal adds the next chapter.
SHW Just Beat Q2. Housing Is Still Broken. That Is the Opportunity.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
LVMH Reports H1 2026 Today
Revenue up 6% and margins holding. The real question is what comes next.
Seagate Just Posted the Best Quarter in Its History
Revenue up 48%, margins at 52.7%, and Q1 guidance 9% above the Street.