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.
Business
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.
Alnylam Is Worth Owning Before Friday’s S&P 500 Changes
Roughly $28 trillion tracks the S&P 500. The better question is whether Alnylam deserves a spot in your portfolio on its own terms.
Deere Got a $800 Target Today. The Farm Cycle Is Why It Matters.
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.
The Checkout Is Now the Content
Live commerce can convert up to 10 times better than ecommerce. The businesses that own the infrastructure stand to collect the most.
Copper Near $6.55, FCX Near Highs: Monday’s PMI Test
A second sub-50 China reading could hit commodities and EM risk just as positioning looks stretched.
Dec Corn $5.36½, Nov Beans $12.88: Ag Tickers Monday
Novorossiysk grain terminals are shut. Here are the levels and equities that matter at the open.
ROIV Has Its First Approval. Now Comes the Harder Part.
Lisraya wins dermatomyositis, but a boxed warning, a larger patient pool than advertised, and Phase 3 readouts define what the stock is actually worth.
Who Confirmed Nvidia’s 9% Day and Who Didn’t
The breadth scorecard from Thursday’s historic move shows where the chip trade is concentrated and where it isn’t.
MP Materials Has a Price Floor. Is It a Business?
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.