Three REITs Earning Their Income Right Now
Welltower, Prologis, and VICI are not just surviving higher rates. They are growing through them.
GE Vernova Is Down 30% From Its High. Tuesday Changes Everything.
A $176 billion backlog and a 20-gigawatt run rate put cash in focus.
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress
Constellation’s Running Reactors Are Worth More Than Any SMR Promise
Google’s 20-year uprate deal shows the scarce asset is a plant already on the grid.
American Express Tests Whether Affluent Spending Holds
With consensus near $4.49 a share on $20.12 billion in revenue, the Q3 report is the clearest read yet on whether premium card spending can hold the US consumer story together.
The 10-Year Yield’s Drop Below 5% Is an Alarm
When Treasuries rally because tech is collapsing, the bond market is talking about stocks, not interest rates.
SAP Crossed €10 Billion in Quarterly Revenue. Customers Cannot Leave.
Europe’s largest software company is deepening the lock-in, and AI is making it stickier, not weaker.
GPT-6 Lands on Google Cloud. The Cloud Giants Are the Story.
When every hyperscaler sells every frontier model, the fight shifts to power, price, and data ownership.
Tesla’s Recycling Plant Is Becoming Its Own Mine
With over 14,000 tons of batteries recycled in 2025 and a Texas refinery now operating, Tesla is building a materials pipeline few rivals can match quickly.
Boeing’s 737 MAX 10 Is Certified. 1,555 Orders Can Finally Ship.
FAA approval Tuesday turns parked jets into cash, with first deliveries targeted for 2027 and a backlog that is more than 30% of MAX orders.