Skyworks Is at a 52-Week High. The Qorvo Merger Is Why You Keep Buying It.
With China’s SAMR in its final review phase and Korea still reviewing, Skyworks just logged its best week since 2009. The closing catalyst is still ahead.
2026
Yum China Just Bought Pizza Hut China. Here Is What That Means for Your Portfolio.
For 36 years, Yum China operated Pizza Hut in Mainland China while sending a 3% license fee to Yum! Brands….
BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.
Three straight quarters of gating at the HPS Corporate Lending Fund has opened a debate: orderly queue or early warning on floating-rate debt?
China’s August Data Drops Tuesday. A Miss Could Hit Copper and the Miners Hard.
With retail sales consensus at 0.6% and Xi arriving in Washington 12 days later, the number matters well beyond China’s borders.
Bloom Energy Just Crossed $1 Billion in a Quarter
September 12, 2026 Grid bottlenecks are turning fuel cells into baseload power, and Bloom’s contract book shows why. For years,…
Chipotle’s Cyclospora Cloud Is Gone. Its Beef Bill Isn’t.
The CDC ended the Taylor Farms lettuce outbreak Friday, lifting CMG sentiment. But 1% to 2% price hikes still have to outrun beef and freight inflation.
European Gas at €80 Is the Second Energy Shock Equity Managers Feared
With storage about 16 points below seasonal norms and the ECB hiking the same week, European chemicals and steel margins face a squeeze that looks different from 2022.
Shopify Turned ChatGPT Into a Checkout Counter
September 11, 2026 AI-driven orders on Shopify stores rose nearly thirteenfold in Q1. The checkout rail is the real prize….
Supertanker Earnings Hit $800K a Day. Frontline Is the Clearest Way to Profit.
With VLCC rates at records and Kpler flagging $100K-plus days into 2027, Frontline’s fleet and breakevens are a direct bet on the tanker cycle.
Pfizer Is Building Two New Growth Engines. One Could Redefine Weight Loss.
September 10, 2026 Pfizer Is Building Two New Growth Engines An $8.8 billion deal year and a monthly GLP-1 put…