Business

With $30 billion in reciprocal tariff cuts being finalised ahead of Xi’s Washington visit, soybeans, LNG, and China-exposed equities are where positioning matters most.

A global aluminum shortage and a 50% tariff wall are working in Alcoa’s favor. A $2.6 billion bond deal is the catch investors need to weigh.

A reported push to pace frontier AI collides with huge infrastructure commitments, and the buy side has to decide which signal to trust.

Before buying Asia ex-Japan on Goldman’s 1,120 target, see how much is Korea, Taiwan, and AI memory chips.

Votes are in. What the NextEra-Dominion deal means for income investors until regulators decide.

Roughly $28 trillion tracks the S&P 500. The better question is whether Alnylam deserves a spot in your portfolio on its own terms.

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.