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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…
Act on Musk’s prediction before November 11
October 18, 2026 Bonus Content: Opko Health Sold Its Last Diagnostics Asset. What’s Left? A...
France’s Budget Has No Majority. The OAT Spread Keeps Score.
Saturday’s 550,000-person protest is the backdrop. Monday’s bonds are the verdict.
SpaceX Is Spending More on AI Than Its Rockets Earn
Tuesday's Q3 report will force investors to decide what kind of company they actually own.
Nothing Happens Without Copper. Here’s How to Profit.
October 17, 2026 Bonus Content: Teva’s New Schizophrenia Shot Tests Its Branded Pivot A note...
Mortgage Rates Near 7.4%. Fannie Mae Sees 2027 at 7.5%.
Builder sentiment and housing starts land this week, with the first hard data since Fannie Mae's sharp forecast revision.
Lufthansa Wins TAP, and Is Already Eyeing the Rest
Germany’s carrier beat Air France-KLM with a 16% higher all-cash bid, and is now in talks to buy Portugal’s remaining…
Hengrui Is Supplying Big Pharma’s Pipeline. Now It Wants the Upside Too.
With $139.4 billion in Chinese drug licensing deals this year, the question for healthcare investors is who actually owns the…