Prologis Has 5.8 GW in Pipeline. Digital Realty Runs 3.1 GW.
Prologis is building what Digital Realty already operates, and that gap keeps the deal logic alive.
Politics
ServiceNow’s Business Is Fine. Its Price Just Broke.
The 18% overnight drop after a revenue beat and raised AI target says more about expectations than the business.
Warsh Holds at 2pm. The Dissents and the Wording Move Markets.
A hawkish hold with possible dissents from Hammack, Kashkari and Logan sets up December as the real trade across Treasuries, the dollar and rate-sensitive sectors.
American Airlines Is the Cleanest Short in a Sector Under Siege
Four U.S. carriers have cut 2026 guidance on fuel. With Brent at $113 and no hedges, airlines are where energy profits go to die.
Procter & Gamble’s $1.4 Billion Cost Problem Gets Worse
P&G beat earnings estimates and grew real volume 2.4% last quarter. The dividend is intact. So is an oil-linked cost squeeze that management says is about to intensify.
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.
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.
Newmont’s $4,164 Gold Problem Arrives Thursday
With spot gold down lately and costs rising, Thursday’s Q3 report must show the buyback can hold up.
7.5% Mortgages in 2027 Will Cost Buyers More Per Month
Fannie Mae’s sharp forecast revision reshapes the math for buyers, refinancers, and homebuilder stocks.
The Valve That Only Two Materials Can Build
Supercritical CO2 turbines are reaching commercialization. The bottleneck isn’t the turbine.