CoreWeave Is Growing at 160%. Its Bonds Are Yielding 15%.
CoreWeave reports third-quarter results Tuesday evening, and no earnings release this week carries a wider range of outcomes. CRWV stock…
Oil Dropped $20 in a Week. Today’s Qatar Meeting Could Move It Either Way.
Brent has shed its war premium twice over since October’s highs — here is how to size energy exposure when Trump’s next headline lands.
NEP’s Big Yield Is a Ghost. What Income Investors Buy Now
XPLR Infrastructure suspended distributions in January 2025. The yields on screens are not real cash flows.
The Clean Energy Yieldco That Stopped Paying Yield
If you have been watching NextEra Energy Partners for its dividend, here is the update that matters: the dividend is…
The 10-Year Auction and CPI Land on the Same Tuesday
With $42 billion of notes to sell and inflation data due at 8:30 that morning, what happens in that one session will tell investors more about demand for US debt than any single auction this year.
Tuesday’s CPI Could Swing the December Fed Hike Outlook
With many year-over-year CPI lines missing, 0.21% vs 0.28% core points to very different Decembers for Treasuries, TIPS, and rate-sensitive sectors.
FedEx Shed Its Freight Division. Now Comes the Hard Part.
When FedEx completed its separation of FedEx Freight on June 1, the market cheered the concept. Five months later, both…
Tesla Retired a Product. Now the Math Has to Work on Cybercab.
Ending the Cybertruck costs Tesla little. What comes next costs investors everything in assumptions.
South Korea’s Stock Market Halted Again. Two Stocks Explain Why.
Samsung and SK Hynix command nearly half the Kospi’s value. When AI fears hit Wall Street, Seoul pays the price.
Prologis Is Selling Power, Not Just Square Feet
Most investors still think of Prologis as the company that owns the warehouse your Amazon package passes through. That framing…