When AI’s biggest infrastructure bet trades at distressed yields, the question isn’t whether the buildout is overbuilt. It’s whether it…
Coherent Just Landed $2 Billion From Nvidia. The Stock Is Still 43% Below Its Price Target.
Co-packaged optics are moving from prototype to purchase order, and one public company sits at the center of every dollar…
SK Hynix and Samsung Fell Hard. Record Profit Didn’t Matter.
Foreign selling drove the KOSPI below 6,000, and CXMT was only part of it.
Refiners Are Minting Money on Diesel. Can It Last?
The ULSD crack hit a record $117.92 a barrel while crude barely moved. Now the debate is whether owning refineries…
Lukoil’s $22 Billion Asset Sale Has 11 Days Left
OFAC’s negotiating license ends Oct. 22, Carlyle walked away, and a new consortium is racing to fill the gap.
DeepSeek’s $12 Billion Round Is Not a VC Story
When CATL and Tencent lead a model lab’s funding, investors need a different framework.
Hong Kong Fell 2.6% Last Week. China’s Buyers Are Gone Until Oct. 8.
With Stock Connect shut for Golden Week, the Hang Seng is pricing China in a vacuum, and that vacuum lasts…
Telehealth’s Next Cliff Is 91 Days Away. The Margin Math Is Brutal.
Medicare waivers run through 2027. DEA flexibilities end Dec. 31, 2026. A final rule is expected this fall.
Kodiak Sciences Proved Its Eye Drug Works. Now the Question Is Dosing.
With 54% of Zenkuda patients at six-month dosing and a Q4 BLA plan, the stock surge may be the start,…
Mirum’s Phase 3 Hepatitis Delta Data Drops Before the Bell
AZURE-1 topline results hit at 8:30 a.m. ET today, making MIRM a clean binary event