Linde’s Hydrogen Steel Play Has CBAM Behind It
EU CBAM entered its definitive phase January 1, 2026. Q3 earnings arrive October 29.
Adidas Is Selling at Full Price. Nike Still Isn’t.
A 54.3% gross margin in Adidas’s record quarter reveals which sportswear giant has actually rebuilt its brand and which is…
Undiscovered Sub-$1 Gold-Silver Royalty Stock Takes Flight
October 20, 2026 Bonus Content: Disc Medicine Soared on a Trial Win, Then Sold $350M...
GSK’s Jemperli Just Got a First-and-Only Label. Is the Stock Finally Worth Buying?
A surgery-sparing FDA approval gives GSK its most compelling oncology story in years, but the stock’s discount to peers tells…
All 133 Million Households in America… Millionaires?
October 20, 2026 Bonus Content: The Indiana Utility Powering Microsoft’s Next Data Center A note...
Schneider Electric Is Paying $22.6 Billion for PTC. Can the Software Justify It?
A €6 billion share sale at a discount has pushed Schneider down roughly 15% from its October high. The math…
The CSI 300 Has a Buyer. That Is Not the Same as a Bottom.
Beijing’s state funds are stepping in after a record 10-week losing streak. History suggests the intervention caps downside without curing…
Lights…Camera… Action.
October 19, 2026 Bonus Content: Google’s 702MW Fuel-Cell Deal Puts Bloom Energy Center Stage A...
Copper Loses a Supply Risk. Watch What Miners Do Next.
Centinela strike ends. With the premium fading, FCX and ANTO face a different test at the open.
Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated.
With Moody's putting the real private credit default rate at 5.8% and AI debt markets wobbling, Thursday's earnings call is…