Nvidia Wants Lenders to Trust a Chip They Can’t Value
Credit desks price GPU collateral far below equities, and Broadcom’s $35 billion backstop shows what it costs to close the gap.
The Pipe Fitters Running the AI Data Center Race
Five suppliers control 63-73% of the UQD coupling market. Here is who holds the keys.
Health Insurance Premiums Are Up 58%. Next Comes 2027.
Open enrollment starts November 1, with subsidies gone and carriers exiting. Here is what households and investors should do now.
Toyota Grew Sales 8.4% in September. Who Paid?
Incentives hit 6.9% of sticker. Not every automaker needed them.
Amazon Is Paying to Keep Calvert Cliffs Running. That Tells You Everything About Nuclear’s Real Value.
AI demand cannot wait for new reactors. Existing plants are the only firm clean power you can contract today.
Delta’s Q2 Premium Shift. Q3 Tells Us If It Holds.
Premium ticket revenue beat main cabin in Q2. Delta reports Oct. 9.
U.S. Chip Packaging Is Still Years Away. Here Is the Timeline.
Three sites, three schedules: Amkor in Arizona, SK hynix in Indiana, and Intel in New Mexico define the re-shoring sequence traders need to map.
Goldman’s Next CEO Is Already in the Building
Waldron has spent over 25 years at the firm. The business case for owning Goldman does not change when he gets the keys.
Goldman at the Top: What a CEO Handoff Means
The succession clock is ticking, but the dividend and buybacks keep running.
Five Numbers That Could Reset October Rate Odds
Case-Shiller at 9am, then JOLTS and consumer confidence at 10am, with the 10-year near 5.24%.