Grab Is Buying Atome. Can It Underwrite the Risk?
Grab will own distribution and the lending book. Powerful and perilous.
Politics
Diesel at $6 Is Splitting Winners From Losers Across the Economy
Freight carriers can pass the bill through surcharges. Farmers and construction firms largely cannot. That gap is the story investors need to understand.
Nucor’s Biggest Mill Hasn’t Shipped a Ton Yet. Earnings Are Coming.
A $4 billion West Virginia plant, collapsing import competition, and Q3 guidance for higher profits make NUE the industrial name hardest to ignore.
Palo Alto Networks Dropped 10% After Beating Earnings. The $21.2 Billion Backlog Explains Why That Was Wrong.
A record RPO, 63% NGS ARR growth, and fiscal 2027 guidance above Street estimates got buried under a deceleration read. At $330, the selloff has created the entry the stock rarely offers.
Apple’s Foldable iPhone Debuts Today. Levels for AAPL.
The ‘Surprise and Shine’ event starts at 1pm ET, with Pro iPhones and a first foldable. What to watch.
China’s August Trade Numbers Drop Tuesday. Here’s What to Watch.
Exports seen up 25%, imports up 30%, surplus near $119bn, and South Korea’s chip data already told you what to expect.
Oracle’s $638 Billion Backlog Has to Pay the Bills
Thursday’s report tests whether Oracle’s AI contracts convert fast enough to justify the most aggressive balance-sheet bet in enterprise tech.
Palantir’s Moat Just Got Tested by Google. Here Is the Answer.
DeepMind’s defense-only Gemini program rattled Palantir holders. Does it change the long-term case?
Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk.
The real question facing the 21-bank consortium is whether it cannibalizes the correspondent-banking revenue its members depend on far more than anything Circle earns.
Which Asian Markets Are Actually Vulnerable Right Now
HSBC’s 1997 comparison is legitimate, but the fault lines have moved: Korea’s chip cycle and India’s oil bill are the real pressure points, not currency crises.