Trump Threatens South Korea With Tariffs Over Alaska LNG Deal
A disputed $54 billion Alaska LNG claim is now a trade flashpoint.
Top News
Novartis Paid $575 Million for a Chinese mRNA Drug. That Tells You Everything About Big Pharma’s R&D Crisis.
The Abogen deal is not a one-off bet. It signals China’s R&D edge.
Self-Driving Trucks Cut 35% Off Sunbelt Freight Costs. Here Is Who Captures the Margin.
Aurora’s 10-route Sun Belt network and Gatik’s $600M in contracted revenue rewrite the cost math on I-10 and I-45, and the beneficiaries are not who most traders expect.
Berkshire Is Building a Housing Company, Not Just a Stock
The Lennar stake is one piece of a bigger housing plan Greg Abel is assembling across U.S. homebuilding.
Salesforce’s Agentforce ARR Hit $1.5 Billion. The Stock Is Still Cheap.
Agentforce ARR surged 240% in Q2, Dreamforce added AIforce and Koa, and CRM trades at a discount to enterprise software peers.
Robots Are Cutting Labor Costs. The Math Works Best in High-Wage States.
Sweetgreen and Chipotle have real numbers. Minimum wage laws shape who can copy them.
Consumer Staples Are Being Sold to Buy the Magnificent Seven
Fund managers just hit a 22-year underweight in staples — and the money is going straight into mega-cap tech, not defensives.
If GRAIL’s Galleri Gets Approved, Rivals Must Beat Its Evidence
Wednesday’s FDA panel vote sets a clinical bar for Exact Sciences and Guardant
Nucor’s Selloff Is About a Miss on the Street, Not a Miss in the Business
A roughly 6% drop after guidance that still shows accelerating earnings and record shipments is a cyclical investor’s moment to pay attention.
European Stocks Are 5% Below Strategists’ Christmas Target
Friday’s selloff left the Stoxx 600 at 635.45 while Bloomberg’s September survey (the most bullish since 2018) puts year-end at 670. Here’s what closes that gap and what could widen it.