Rheinmetall Is Down 50% This Year. Peace Talks Complicate It.
Witkoff and Kushner met Putin in the Kremlin on Thursday. European defence investors now have to decide whether the sector’s slide already reflects a ceasefire that hasn’t happened.
Bitcoin Below $70,000 Confirms Crypto Is Now a Rates Trade
With the dollar at a 19-month high and the 10-year yield above 5.1%, the sell-off is coming from macro, not crypto.
Bayer’s Stroke Drug Approval Is Real. So Is the Gap It Has to Fill.
Sunharbo is first in a new class of blood thinners, but replacing Xarelto and absorbing litigation costs will take years.
D-Wave Has $503 Million in Cash and $4.5 Million in Revenue
Nine-month bookings surged 611%. Does backlog turn into revenue before cash burn bites?
RWE Spent €10.7bn in Nine Months and Still Confirmed the Dividend
How to tell whether a utility’s payout is actually funded, using RWE’s numbers as the test case.
Strategy Has 19 Days to Absorb Up to $2.8 Billion in Selling
MSCI’s list is due tonight. The clock to Nov. 30 starts now, and bitcoin near $73,700 is not helping.
Every Sector Up, Small Caps +3%: Does This Rally Know Something?
Monday’s S&P 500 surge was about as broad as they come. The bond market, the VIX spread, and a Fed governor on Tuesday morning are all asking the same question.
TSMC October Revenue Surged 60%. AI Orders Never Slowed.
A record NT$586.9 billion month challenges the story behind the SOX’s slide from its June 22 peak.
ANZ Made $7.3 Billion Last Year. Here Is What Changes That.
A 23% profit jump and a dividend ex-date of Nov. 12 show what high rates did for ANZ shareholders, and why 2027 complicates the picture.
Boeing Is Down 32% From Its High. The Factory Must Match Demand.
Avolon just placed a record lessor order for 140 jets. Boeing’s October deliveries fell from September. That gap is the story.