Goldman’s 26% Asia Upside Call Is Korea and Taiwan
Before buying Asia ex-Japan on Goldman’s 1,120 target, see how much is Korea, Taiwan, and AI memory chips.
SoftBank’s Record 4.75% Bond Found Buyers in Japan
What it means when retail savers finance a massive AI bet
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still demands explanation.
UiPath Beat Estimates. The Stock Fell 16%. Sept. 22 Is Next.
A Q2 revenue beat and fourth straight quarter of GAAP profit were not enough. An Investor Day in Las Vegas is next.
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.
Ford’s Idle Battery Plants Could Be Worth $10 Billion. The Clock Starts in 2027.
Ford Energy turns a failed EV bet into grid storage, but investors are still paying $4 billion in annual losses to find out if it works.
Flex Is Betting $4.4 Billion on a 2027 Re-Rating
The EPC Power deal loads the spinoff with high-margin, high-growth power conversion assets before it trades on its own.
Dominion Holders Said Yes. Now Regulators Hold the Dividend Clock.
Votes are in. What the NextEra-Dominion deal means for income investors until regulators decide.
The Yen Is Rallying Into the BOJ Meeting. Here Is What That Does to U.S. Treasuries and Japan Equity Positions.
A stronger yen squeezes the last major cheap-funding leg in global markets, and the consequences land in two places American traders may not expect.
Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years Away.
FRVO’s record geothermal contract is real, but the gap between a headline and a paycheck matters for how much you own.