Nvidia’s Memory Bill Is About to Double. Who Profits?
With 2027 HBM4 supply already sold out and per-gigabit prices heading toward $4, the memory shortage is no longer a cyclical blip. It is a permanent margin story.
Tokenized Stocks Go 24/7 on November 23. Your Weekend Positions Just Changed.
OKXICE launches round-the-clock trading in 70-plus U.S. securities on November 23, and the hedging gap it creates is a risk every active trader needs to price in.
Brent Near $96 After the IEA Calls a Surplus
IEA flips Q4 to a 1.7 mb/d surplus, yet Brent barely flinched.
US Airlines Absorbed a Four-Hour Shutdown. That Tells You Something.
The FAA’s longest ground stop in 25 years barely dented airline shares on Friday. Monday’s session is the real test, with Thanksgiving 12 days away.
Rheinmetall Is Down 50% This Year. Peace Talks Complicate It.
Witkoff and Kushner met Putin in the Kremlin on Thursday. European defence investors now have to decide whether the sector’s slide already reflects a ceasefire that hasn’t happened.
Bitcoin Below $70,000 Confirms Crypto Is Now a Rates Trade
With the dollar at a 19-month high and the 10-year yield above 5.1%, the sell-off is coming from macro, not crypto.
Bayer’s Stroke Drug Approval Is Real. So Is the Gap It Has to Fill.
Sunharbo is first in a new class of blood thinners, but replacing Xarelto and absorbing litigation costs will take years.
D-Wave Has $503 Million in Cash and $4.5 Million in Revenue
Nine-month bookings surged 611%. Does backlog turn into revenue before cash burn bites?
RWE Spent €10.7bn in Nine Months and Still Confirmed the Dividend
How to tell whether a utility’s payout is actually funded, using RWE’s numbers as the test case.
Strategy Has 19 Days to Absorb Up to $2.8 Billion in Selling
MSCI’s list is due tonight. The clock to Nov. 30 starts now, and bitcoin near $73,700 is not helping.