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.
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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.
Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely.
Fiscal Q4 earnings are expected Sept. 24, and Jabil has raised its FY2026 AI revenue outlook to about $13.6B. The key is what FY2027 guidance looks like.
Google Keeps AdX. A Long-Term Owner Should Ask What That Is Worth.
The court just handed Alphabet a structural moat that rivals cannot replicate through competition alone.
AI Power Bottleneck: Not Chips, Castings
SpaceX’s blade foundry shows who controls AI build speed. Howmet fell about 7.5%.
Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year
Mortgage rates near 6.9% and rents rising fastest in over a year are shifting the rent-versus-own math.
Your Advisory Fees May Be Next in Line
Vanguard’s Altruist deal targets a hidden cost layer and could pressure what investors pay their advisor.
Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce’s 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.
Five Numbers That Tell You the Basis Trade Is Cracking
A trader’s watchlist for the plumbing stress signals that matter most when $4 trillion in hedge fund Treasury leverage meets a bond market at 19-year highs.
Which Multinationals Actually Earn China
Beijing’s latest stimulus rewards durable local franchises, not those hoping policy rescues cyclical demand.