Micron’s Taiwan Workers Want 15% of Profit. Sept. 30 Matters.
A labor dispute investors treat as headline risk may be a structural cost story that outlasts this earnings cycle.
Economy
DraftKings Has Two Businesses. The Market Is Only Pricing One.
With an NFL deal in hand but no right to advertise its own exchange, DraftKings carries two very different futures inside a single stock.
Boeing’s Engineers Return to the Table Monday With a Strike Authorized
About 17,000 SPEEA workers could sway the 737-10 and 777-9 certification path.
The Regulation Nobody Talks About Is Building the Edge
Data-sovereignty laws are pushing some workloads out of the cloud and into local hardware. That is a real edge computing tailwind.
MRNA Tripled. Now It Has a $2.6B Offering.
Moderna’s Phase 3 melanoma win was historic. Days later, a convertible note deal is the real question investors must answer.
Crypto Has a Date: Sept. 15. Here Is How to Trade It.
Bitcoin is up about 22% in a month on Clarity Act momentum and a short squeeze. The Senate cloture vote is 19 days away, and the outcome is genuinely uncertain.
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase’s earnings line, not just its stock price.
Steel Long, Truckers Short: The Jan. 1 Trade Is Already Open
Trump’s Jan. 1, 2027 Canada auto and steel tariff opens a dated, asymmetric pair: domestic mills on one side, cross-border freight on the other.
SoftBank’s Retail Bond: Who’s Really at Risk?
Japanese households are being asked to fund OpenAI at 4.3% to 4.9% on paper rated BB+ by S&P. The committee thinks the payoff asymmetry runs in the wrong direction.
The Primary Market Machine Is Running at Full Speed
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in 2026.