Nvidia’s Best Hope in China Is Sitting at the Dinner Table
Jensen Huang at Thursday’s Trump-Xi state dinner shows what semis are pricing in, and what they already got wrong once.
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Ford Spends $1 Billion in Louisville. Its China Problem Remains.
The Kentucky Truck Plant investment is real capital behind real profits. The CATL licensing fight is a different question entirely.
BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.
Three straight quarters of gating at the HPS Corporate Lending Fund has opened a debate: orderly queue or early warning on floating-rate debt?
GM Is the Auto Trade to Watch as Washington Moves to Lock Out China
A congressional push to ban Chinese connected vehicles reshapes the field, and one Detroit name is better placed to gain.
Treasury Doubles Long-Bond Buybacks Wednesday. Bond Desks Think They Know Why.
With the 10-year at 4.78% after Friday’s payroll shock, investors are asking whether Scott Bessent is supporting liquidity or quietly drawing a line in the yield curve.
ROIV Has Its First Approval. Now Comes the Harder Part.
Lisraya wins dermatomyositis, but a boxed warning, a larger patient pool than advertised, and Phase 3 readouts define what the stock is actually worth.
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
A new CEO, a $9 billion buyback, and a P/E far below its own history. The market is still pricing Disney like a media company in decline.
The Dollar Just Broke Down. Q3 Earnings Win.
Today’s retail sales shock dents the September hike case and hands large-cap multinationals an earnings tailwind Wall Street hasn’t fully priced.
Wendy’s Lost Its #2 Ranking. The Stock Has No Floor Yet.
Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street the company is not performing at its potential.