The 10-Year Treasury Hit 5.13%. The Fed Meets in Six Days.
Today’s jobless claims report is the last labour data traders see before the Fed goes quiet ahead of the October 28 decision.
Linde Is Already Inside the Furnace
Steel has a carbon problem that solar panels cannot solve. Blast furnaces and basic oxygen furnaces account for roughly 70%…
French Bonds Are the Worst-Performing in the World. The October 27 Vote Will Tell You Why.
The 10-year OAT crossed 5% for the first time since 2002, and a budget that could still fail sits just days away.
Adobe’s 3D AI Engine Is Real. The Stock Treats It Like a Liability.
Firefly’s spatial tools may compress design cycles, but investors price Adobe as if AI only hurts it.
FedEx Is Buying the Land Around the Runway
The story most investors are watching with FedEx is the cost-cutting one. The company generated $4.7 billion in adjusted free…
Super Micro Raised Its Revenue Forecast by $4 Billion. Why the Stock Is Still Cheap.
A preliminary update confirms AI server demand is accelerating, but SMCI’s governance history means the real conviction trade comes November 3.
AMD’s 246kW Helios Rack Has a Power Spike Problem
Power delivery is the hidden constraint on Helios scaling
NiSource Just Locked In 20 Years of Microsoft Revenue. What to Check Before You Buy.
A 1,100 MW deal with Microsoft makes NiSource an AI power play, but diligence goes deeper than the headline.
France’s Budget Vote Is Tomorrow. Alarm Is in Bond Yields.
The OAT-Bund spread, French bank stocks, and a Moody’s review on Friday tell a clearer story than burning city halls.
Boeing Is Days From Turning 1,500 Orders Into Revenue
FAA certification of the 737-10 this week would be the clearest proof yet that Boeing’s turnaround has a delivery engine behind it.