Gulf Capital Is Going East. Two Deals Explain Why.
Ooredoo just committed $800M to Indonesia and Mubadala is weighing $6.3B in Japan. The Asia pivot is no longer a rumor.
Category: Business
Three Risks Markets Have Filed Away as Solved
The Hormuz MoU is failing, the Fed vote was 9-3, and a rare earth deadline is 102 days away. None of these stories is over.
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
SHW Beat Q2. Housing Is Still Broken. That Is the Point.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
Coinbase Is Down ~62% From Its High. July 30 Forces the Question.
A single sentence from a cabinet official just moved the stock. Q2 earnings are next.
Newmont Just Had Its Best Q2 Free Cash Flow in History. The Stock Is Down 10%.
A $2.2B FCF record and an EPS beat couldn’t stop the selloff. Here is what actually matters now.
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.
Microsoft Reports July 29. The Azure Acceleration Is the Only Number Left.
A $627B backlog, ~40% Azure growth, and ~$190B in 2026 capex all converge in nine days.
Astera Labs Is Down 36% From Its High. August 4 Is the Real Test.
Revenue up 93% and a Nasdaq-100 spot. The valuation debate starts now.
Old Dominion Is Getting Upgraded From Every Direction. July 29 Is Why.
The freight cycle is turning, and ODFL is the stock analysts keep reaching for first.