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Category: Business

The 10-Year Treasury Hit 5.365%. Here Is Where the Dow Goes Next.
Business

The 10-Year Treasury Hit 5.365%. Here Is Where the Dow Goes Next.

Fed minutes signaled another hike could come this year. Now small caps, banks, and utilities face a reckoning at multi-decade yield highs.

October 8, 2026
Nvidia Wants Lenders to Trust a Chip They Can’t Value
Business

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.

October 4, 2026
The Pipe Fitters Running the AI Data Center Race
Business

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.

October 3, 2026
Health Insurance Premiums Are Up 58%. Next Comes 2027.
Business

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.

October 3, 2026
Goldman at the Top: What a CEO Handoff Means
Business

Goldman at the Top: What a CEO Handoff Means

The succession clock is ticking, but the dividend and buybacks keep running.

September 30, 2026
The $349 Ray-Ban Is Now Meta’s Real Bet
Business

The $349 Ray-Ban Is Now Meta’s Real Bet

Meta’s audio-only Ray-Bans ship Oct. 13. They matter more to Reality Labs today than the $1,300 VR glasses due in spring 2027.

September 24, 2026
SpaceX Delayed Starship to Sept. 28. Rocket Lab and Intuitive Machines Paid More for It.
Business

SpaceX Delayed Starship to Sept. 28. Rocket Lab and Intuitive Machines Paid More for It.

SPCX slipped 1.4% on the pushback, but RKLB and LUNR fell harder. Here is what traders need to track before the launch window opens.

September 20, 2026
Target’s $30B Owned Brands Have a Margin Problem
Business

Target’s $30B Owned Brands Have a Margin Problem

Same-day delivery is winning shoppers back. Turning that traffic into profit is the harder job.

September 18, 2026
Trump Targets Europe. LVMH, Volkswagen, and the DAX in Line.
Business

Trump Targets Europe. LVMH, Volkswagen, and the DAX in Line.

A tariff threat tied to an EU-Canada associate membership proposal puts Europe’s top 2026 stocks in Washington’s crosshairs.

September 17, 2026
A Canada Truce Would Cut Your Car and Lumber Bills. Not All.
Business

A Canada Truce Would Cut Your Car and Lumber Bills. Not All.

Trump’s softer tone on Canada helps, but tariffs on autos, aluminum, and lumber still bite.

September 13, 2026

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