Politics

Golden Week export freeze and a US threat aimed at Europe widen crack spreads and hand US refiners another leg higher.

Apple will keep paying royalties even as it builds its own modems. That distinction, combined with a new Snapdragon platform, is not yet priced in.

Power and permitting delays at Project Jupiter shift focus to the lenders behind the campus.

A 6-4 split on effectiveness means FDA approval, if it comes, is only the first gate investors need to think through.

Amazon is building a wall around its customers. Shopify is renting its rails to everyone. One of these strategies compounds for a decade.

AutoZone, KB Home, Costco earnings, the September flash PMIs, and a two-day run of Treasury auctions all land before Friday’s close.

GLP-1 cash flow is funding a new franchise in bone health and endometriosis, while the oral weight-loss pill Foundayo races toward a 2027 global rollout.

After a 6.55% surge, the real question is which middlemen get cut first.

Construction spending at a three-year low, mortgage rates at a 2026 high, and BLDR getting kicked out of the S&P 500: the short case is building itself.

The NFP integration record earns Aon some credibility, but the debt load is real and the clock starts now.