Business

Construction carried Q3. Corn futures are above farmer breakevens. The stock is up about 35% YTD and Baird upgraded it Monday. Here is whether the thesis still has legs.

Live commerce can convert up to 10 times better than ecommerce. The businesses that own the infrastructure stand to collect the most.

A second sub-50 China reading could hit commodities and EM risk just as positioning looks stretched.

Novorossiysk grain terminals are shut. Here are the levels and equities that matter at the open.

Lisraya wins dermatomyositis, but a boxed warning, a larger patient pool than advertised, and Phase 3 readouts define what the stock is actually worth.

The breadth scorecard from Thursday’s historic move shows where the chip trade is concentrated and where it isn’t.

China’s rare-earth export-control suspension ends Nov. 10, 2026. The real question is whether Washington’s $110/kg floor is durable policy or a subsidy trade dressed up as a moat.

A $10 billion research lab, a 50% supply shortfall, and a forward P/E of 6.76 are telling three different parts of the same story.

Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.

Q2 2026 shows AI infra surging, but ads keep shrinking.