Washington's 15% Polysilicon Tariff Reprices the US Solar Supply Chain
15% polysilicon duty lands as Section 301 actions start and the Section 122 surcharge lapses, pushing U.S. solar EPCs and developers to reprice modules...
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July Payrolls Face an 80,000-Job Test With September Fed Bets on the Line
80,000-job threshold puts July payrolls in focus with futures pricing ~60% odds of a September Fed hike after June’s +57k. ADP’s +44k adds a...
Flutter Sinks 11% After Its CEO Resigns and Guidance Is Cut
11% selloff follows CEO resignation and trimmed outlook as analysts lower targets ahead of the Aug. 5 Q2 call. Investors weigh NYSE-only listing and...
European Stocks Set Another Record as Earnings Growth Forecasts Jump to 21%
STOXX 600 tags a new peak as Q2 EPS forecasts firm and Citi’s revisions gauge hits a 2021 high. We unpack the 21% upgrade...
Gold Reaches a Seven-Week High While the Dollar Slides Before Payrolls
Gold prints a seven-week high as the dollar eases before the U.S. jobs report. Spot sits near $4,110, DXY around 101, and traders handicap...
Disney's Parks and Streaming Lift Profit as Buybacks Rise to $9 Billion
Disney $9B buyback, stronger parks, and a leaner streaming unit lift quarterly profit while linear TV lags. What moved the numbers and what to...
Japan's Weak Bond Auction Opens a New Front After the Yen Rescue
Weak JGB auction after Japan's yen intervention signals a fresh test of policy as yields edge higher and FX volatility returns. Crypto spillovers mapped.
Can Starlink Finance SpaceX's Expanding AI and Starship Ambitions?
Starlink cash flows are rising while SpaceX scales Starship tests and eyes AI infrastructure. Here’s how a spin-out, contracts, and launch margins could shape...
Palantir's 93% Revenue Surge Puts Its Premium AI Valuation to the Test
Palantir’s 93% YoY revenue surge meets a premium AI valuation as investors weigh contract mix, net retention, margins, and sustainability heading into 2026.
Bank Stocks Overtake Big Tech in July's Sector Rotation
Financials beat Tech in July: XLF +3.94% vs XLK -5.53% as bank earnings lifted S&P 500 growth, per FactSet. What the rotation could mean...