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Petrobras Pumped a Record Amount of Oil Last Quarter. How Much Reaches Investors Is Still Undecided.

The Cheap InvestorNovember 9, 20260

Tuesday’s earnings report will show whether record Q3 production translates into cash for shareholders under Lula’s new term, or gets redirected elsewhere.

  • Top News

KKR’s Q3 Report Will Price AI Credit for the First Time

The Cheap InvestorNovember 7, 20260

With ING auctioning $500 million of data-center loans and $38 billion of Oracle-linked debt still circulating, Monday’s numbers set the tone for every alternatives manager that follows.

  • Top News

Peace Talks Won’t Kill the Defense Boom. Here’s Why.

The Cheap InvestorOctober 25, 20260

NATO’s 5% of GDP by 2035 means the spending floor has moved.

  • Top News

UNP Reports Today. Its Robot Track Cars Are Now a Margin Story.

The Cheap InvestorOctober 21, 20260

Union Pacific’s autonomous inspection fleet has logged 500,000 track miles a year. The question for Thursday’s Q3 release is whether that translates into a sustainably lower operating ratio.

  • Top News

OpenAI Is Buying the Software That Runs Drug Trials

The Cheap InvestorOctober 21, 20260

Orchestra Bio puts IQV, VEEV, and CRL in the crosshairs.

  • Top News

3M’s Dividend Is Growing Again. Can PFAS Derail It?

The Cheap InvestorOctober 20, 20260

With personal-injury claims still unresolved and the Solventum stake swinging reported earnings, income investors need to look past the headline number today.

  • Top News

France’s Budget Has No Majority. The OAT Spread Keeps Score.

The Cheap InvestorOctober 18, 20260

Saturday’s 550,000-person protest is the backdrop. Monday’s bonds are the verdict.

  • Top News

Varonis Got a 52% Premium. What That Tells You About Data Security Prices.

The Cheap InvestorOctober 16, 20260

Thoma Bravo’s $6.3 billion all-cash bid for Varonis says something specific about where buyers think AI-era data security is undervalued.

  • Top News

NatWest Walks Away From the Bond Market at Its Most Expensive in 24 Years

The Cheap InvestorOctober 12, 20260

The bank’s exit from US and European primary dealing raises a harder question: who fills the gap when government debt is this hard to sell?

  • Top News

Medicare Just Got More Complex for 2027 Enrollment

The Cheap InvestorOctober 12, 20260

Fewer plan choices open Oct. 15, and Humana’s star surge is moving stocks.

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