Freeport-McMoRan Sits at the Center of America’s Copper Dilemma
September 21, 2026 A record copper price, a stalled tariff decision, and a Q3 catalyst are converging on the one…
September 21, 2026
Jana Partners Wants Cooper Companies Broken Up. Here’s What the Pieces Could Fetch.
After a botched CooperSurgical review and a fourth guidance cut in two years, Jana is demanding a new CEO and a CooperVision auction at what may be the cheapest the stock has been in a decade.
Nvidia Is Now the Trump Administration’s AI Policy Desk
With Jensen Huang as the president’s primary sounding board and 61% of voters opposing data centers, the policy risk that AI bulls haven’t priced is the one sitting inside the White House.