Anthropic Wants $1.5 to $2 Trillion. Who Buys?
With OpenAI cutting its raise target and Big Tech earnings jolting markets, professional allocators face an unusually fraught IPO decision.
The Bank of England Is About to Raise Rates. What Gilts and Sterling Say About What Comes Next.
Thursday’s widely expected hike to 4% lands as other central banks pause, and markets are already pricing the question after the question.
Ambarella Picked NXP and the Stock Dropped. Worth Owning?
The October 30 selloff says the auction premium faded. Can NXP’s price make up for it?
EQT Is Buying Range Resources. Natural Gas Just Became the AI Trade.
The deal creates the largest U.S. gas producer. The driver is data centers and LNG exports.
Global Payments Jumped 11%. Private Equity Sees a Gap.
CD&R and GTCR are eyeing a $40 billion buyout of a stock down over 60% from its 2021 peak.
AbbVie’s Dividend Is Growing Because Its Drugs Are Growing
The $216 million research charge hitting Q3 earnings today is the right kind of expensive: it is the cost of building the next revenue base, not propping up the current one.
ExxonMobil Earned $15 Billion in Q3. Refining Built It.
A $4.5 billion refining lift drove the quarter, but margins are the number to question.
Blue Owl’s Biggest Fund Can’t Pay Out What Investors Ask
With OCIC requests still more than three times the cap, today’s call must answer for the marks.
Reddit Reports Tonight. Alphabet Already Told Half the Story.
Google’s ad miss looks like AI-driven monetization pressure. Reddit’s Q3 will show whether smaller platforms are benefiting or caught in the same current.
GSK Grew Sales 5% and Still Had £2.1 Billion Left Over
A $2.2 billion Zantac settlement did not stop GSK beating estimates, reaffirming guidance, and generating £2.1 billion of free cash flow in Q3.