Nvidia’s China Revenue Has Nearly Vanished. The Model Still Needs Explaining.
IDC data shows the loss. Investors still need to know how much the forward outlook quietly depends on China returning.
BlackRock Beat Estimates by 11% This Morning
Adjusted EPS of $15.93, $7.75B in revenue, and $15.5T in AUM
Williams Says 2027 Is Safe. CPI Decides If He’s Right.
September inflation lands today, and the core reading tests the Fed’s split on 2027.
Blood Testing Just Shrank to Fit on a Countertop
Microfluidics is turning lab screens into desktop products
Bristol Myers’ Lung Drug Works. Now Explain the Dose Split.
Admilparant hit Phase 3 FVC at 60mg, but the 120mg miss complicates the FDA story.
Lone Pine Turned a 44% Gain Into Almost Nothing. Here Is How It Happened.
The Cypress fund’s Q3 collapse shows what went wrong in crowded AI infrastructure bets.
FieldAI’s $10B Raise Tells You Where the Robot Money Is Going
After Firmus’s failed IPO, private capital is abandoning AI data centres for physical AI. Here are the listed names in the path of that shift.
TikTok’s Ad Dollars Just Got Kicked Out of Meta. Snap and Pinterest Are First in Line.
Meta’s ByteDance ad ban raises a reallocation question, and one challenger looks better positioned than the other.
When OFAC Says No, Even Carlyle Walks Away From Lukoil
A $22 billion deal fell apart, and the Oct. 22 deadline is real
Federal Water Money Is Gone. Modular RO Plants Fill the Gap.
The IIJA fiscal-year rollover is accelerating a shift toward subscription-style water delivery.