Boeing’s Turnaround Has a Hole in the Wing
A revenue beat and positive cash flow arrive alongside a two-month production stoppage that exposes how fragile the recovery still…
S&P Global’s Subscription Problem Is the Number to Watch
Ratings revenue is booming and Kensho API usage is surging, but whether Market Intelligence renewals are slowing is the question…
A quiet change in pest control could become very difficult to ignore
A note from our friends at Med-X Inc(ad) Dear Investor, I want to ask you...
Lula’s Win Puts Latin America’s Right-Wing Policy Calendar on Trial This Week
Brazil's shock result is not just a local story: Chile, Colombia, and Mexico all set policy this week, and their…
SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.
Musk’s lending warning matters more than the deal size: the financing window for AI-only infrastructure is closing fast.
If You’re Within Miles of One of These Dots You Could See Your Electric Bill Increase
A note from our friends at Paradigm Press(ad) Below is an important message from one...
Defense Stocks Have a $292 Billion Problem if Ukraine Makes Peace
Record backlogs insulate U.S. contractors, but European names face a different calculus as ceasefire talks accelerate.
UBS, Deutsche Bank, and BNP Report Wednesday With French Debt at a 24-Year High
The French 10-year yield above 5% makes Tuesday's budget vote the number to watch before European financials open.
Oracle Equity and Bond Investors Are at War. Wednesday Is the Verdict.
CDS is near 300 bps and CoreWeave bonds yield about 15.6%. Oracle’s investor day must reconcile credit vs. equity views.
The AI breakthrough hiding in Amazon’s warehouses
October 24, 2026 Bonus Content: Jio Platforms Lists Wednesday. Institutions Were 70x In. Retail Barely...