Bitcoin Faces Two Years Without a Legislative Lifeline
Warren takes the Senate Banking gavel and the CLARITY Act dies, leaving crypto stocks and BTC trading on regulatory uncertainty alone.
Economy
Intel’s Foundry Customers Are Warming Up. The Stock Is Down 21% Anyway.
The Q3 call delivered progress on 18A-P and packaging. The market is focused somewhere else.
Shell Is Giving Its Record Refining Quarter Back to Shareholders
A $5 billion buyback tells you more about Shell’s production strategy than any guidance slide.
Carvana’s Unit Growth Story Meets Its Hardest Rate Test Yet
Tonight’s Q3 report lands with the 10-year near 5%, mortgage rates around 7.3%, and per-vehicle profit under pressure.
Diesel at $6.28 Is Now the Fed’s Problem, Too
Diesel is tighter than crude, and the IEA can’t fix it fast
The CSI 300 Is in a Bear Market. State Buying Ran Out of Road.
Ten straight weeks of losses have settled the argument about whether Beijing’s national team could hold the line. Now allocators face a harder question.
Nestlé’s Volume Growth Changes the Bond-vs-Staples Debate
With the 10-year Treasury above 5%, Nestlé’s return to real volume growth gives long-term investors a reason to weigh defensive stocks more seriously.
The Yen Is Two Points From Tokyo’s Ceiling. CPI Decides Next.
Japan’s September CPI lands Thursday night in the U.S., the last major data before the Bank of Japan meets Oct. 29-30.
Meta’s Self-Funded Balance Sheet Faces Its Biggest Test
On Oct. 21, allocators see if Meta’s ad engine can fund a $200 billion AI buildout.
Apple’s Best China Numbers in Years Are Being Priced Like Bad News
A $5.72 billion verdict Apple is appealing has the market ignoring iPhone 18 Pro China sales that rose 12% year on year and handed Apple a 33% weekly share.