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Business

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Lufthansa Just Won TAP Air Portugal. Now It Wants All of It.

Dollar Stock ClubOctober 16, 20260

The €1.2 billion deal gives Lufthansa a gateway to Brazil and Africa, but the question is whether the share price makes it worth owning before the full picture becomes clear.

  • Business

BlackRock Beat Estimates by 11% This Morning

Dollar Stock ClubOctober 14, 20260

Adjusted EPS of $15.93, $7.75B in revenue, and $15.5T in AUM

  • Business

Medicare Just Got More Complex for 2027 Enrollment

Dollar Stock ClubOctober 12, 20260

Fewer plan choices open Oct. 15, and Humana’s star surge is moving stocks.

  • Business

SpaceX’s Spectrum Deal Put Tower Stocks in Play

Dollar Stock ClubOctober 10, 20260

An $8 billion spectrum deal could make SpaceX a future tower tenant, and AMT reports in 17 days.

  • Business

Hurricane Isaias Nears Landfall Tonight. What to Do With Energy and Insurer Stocks Before the Close.

Dollar Stock ClubOctober 9, 20260

With 1.28 million barrels a day offline, refining capacity in the storm’s path, and insured losses pegged at up to $5 billion, the weekend risk is real and the clock is running.

  • Business

TSMC Beat Its Q3 Guidance. Now Comes the Hard Part.

Dollar Stock ClubOctober 8, 20260

September revenue of $16.03 billion closed a record quarter at $46.7 billion, clearing the top of guidance. The October 15 earnings call is where the real questions begin.

  • Business

Japan’s Giant Pension Fund Skipped Its Bond Decision. The 30-Year Treasury Is Still Paying Attention.

Dollar Stock ClubOctober 6, 20260

GPIF passed on allocation talk in September, cooling a JGB flow thesis. But the long end of Treasuries is still under pressure.

  • Business

Hong Kong Fell 2.6% Last Week. China’s Buyers Are Gone Until Oct. 8.

Dollar Stock ClubOctober 4, 20260

With Stock Connect shut for Golden Week, the Hang Seng is pricing China in a vacuum, and that vacuum lasts through Tuesday.

  • Business

Delta’s Q2 Premium Shift. Q3 Tells Us If It Holds.

Dollar Stock ClubOctober 1, 20260

Premium ticket revenue beat main cabin in Q2. Delta reports Oct. 9.

  • Business

60 Ships Keep the Internet Alive. Two-Thirds Near Retirement.

Dollar Stock ClubOctober 1, 20260

The cable repair fleet faces a $3B renewal crunch, and operators are already at full capacity.

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Recent Posts

  • Coca-Cola Just Took KFC Back. This Is How a Moat Works.
  • Lufthansa Just Won TAP Air Portugal. Now It Wants All of It.
  • Europe Just Beat the S&P 500 by Its Widest Weekly Margin Since March. Follow the Money.
  • Nvidia Picked Graphite Over Liquid Metal. Rubin Ultra Gets Both.
  • Prologis Reports Q3 With £14B Deal and 5.8GW Power Pipeline
  • BlackRock Beat Estimates by 11% This Morning
  • Meta Is Spending Up to $200 Billion on AI. Does It Pay Off?

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