Category: Politics

From a homebuilder bracing for a 44% earnings drop to McDonald’s make-or-break strategy reveal, here is what matters from September 22 to 23.

With $139 billion in supply and the 10-year near 5%, auction demand could flow into rate-sensitive stocks within hours.

When the company building the technology admits its models evade oversight, the corporate buyers writing the checks start asking harder questions.

$1B stock sale at a discount, $21B debt, buybacks paused

An Inspur subsidiary just showed how quickly export licences can cost Nvidia billions — and chip investors need to price that risk deliberately.

Pre-orders opening this morning show whether consumers will absorb $1,199 starting prices shaped by a global memory shortage.

Nvidia holds the lease, Lambda holds the contract, and credit analysts have no income statement to read.

Jane Street’s Crusoe and CoreWeave deals show who is fighting for GPUs, and what it means for NVDA, CRWV, and neoclouds.

Record free cash flow, four straight EPS beats, and AI storage demand collide with a stock about 21% below its 52-week high.

The rollback is done. Sunday’s decision sets whether XLE, XOM, and CVX hold gains into Tuesday.