PayPal Has a New Suitor. Here Is What the Business Is Worth.
Strip out the deal premium and the underlying assets look more complicated than either bulls or bears want to admit.
Headlines
Wendy’s Biggest Franchisee Just Went Bankrupt. Is Your ‘Safe’ Fast-Food Stock Safe?
The Meritage collapse exposes a fault line beneath fast-food defensiveness.
Moderna’s Cancer Factory Is the Real Story
A Phase 3 melanoma win proves mRNA oncology. Can it scale?
Zcash Hits $1,400 While Bitcoin Loses Ground in 2026
The Fed’s first rate hike since 2023 barely dented ZEC. Bitcoin still can’t reclaim its January open.
Holtec Nuclear Pulled Its $900 Million IPO. Still Worth Watching.
HNUC shelved its listing as the Fed hiked, and its real revenue base sets it apart.
Manufacturing Data Flashes a Warning. Industrials Look Like the Wrong Place to Be Today.
Empire State’s 13-point drop, softer shipments, and hotter prices hit before the Fed decision. Japan’s July machinery-order slide adds pressure.
SoftBank Jumped 8% Today. Can SB Energy’s IPO Shrink the Discount?
The SB Energy listing could unlock value, but the holdco discount is tough.
Microsoft Turned Away Customers for Years. Now It Wants 38 Gigawatts.
The real winners may be the turbine and transformer sellers.
The Pentagon Is Rebuilding Its Missile Magazines. LMT and GD Are the Factory Floor.
Seven-year frameworks signed Aug. 31 set minimum floors for THAAD and PAC-3 MSE production, and the compounding starts now.
If Other Countries Follow Bessent’s Tariff Advice, These Portfolio Holdings Take the Hit
China’s lone dissent at the G20 sets up a coordinated push that could hit steel, autos, and emerging-market funds.