The $260 Billion Data Center Cancellation Nobody Priced In
Local opposition has killed $130B in Q3 alone, exposing suppliers
Category: Business
Valero Reports October 22. Margins Surged. The Stock Hasn’t Caught Up.
Q2 adjusted EPS of $12.54 beat estimates by about 24%, renewable diesel swung to a $717 million profit, and Q3 consensus is around $18 per share. VLO trades at about 17 times trailing earnings.
Novartis Paid $575 Million for a Chinese mRNA Drug. That Tells You Everything About Big Pharma’s R&D Crisis.
The Abogen deal is not a one-off bet. It signals China’s R&D edge.
Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.
Each V3 satellite is designed for 10x the bandwidth. Whether that compounds into a great business depends on numbers set long before liftoff.
ADARx Opened at $22. It’s Already at $19. Is ADRX Worth Buying Now?
The biotech IPO class of 2026 has held up better than expected. ADARx’s first-week fade puts that promise to the test.
GE Vernova Is Down 20% From Its High. Backlog Is $176B.
CEO Scott Strazik told Morgan Stanley Sept. 16 it could top $200B in early 2027.
Apple’s iPhone 18 Pro Lead Times Jumped in Week Two
JPMorgan’s data eased launch-day worry, and iPhone Duo pre-orders open October 16.
The S&P 500 Has 4.6% of Upside Left. That Changes How Much Risk You Should Carry.
Yardeni’s cut to 7,900, the Fed’s rate hike, and sovereign fund warnings have compressed the reward side of the trade, leaving less room for error.
Revvity Hits a 52-Week High as Healthcare Stocks Slide
At Baird’s conference, Revvity backed its H2 backlog conversion story.
Waymo Is Taking Its Driverless Taxis to Tokyo
Tokyo is the first proof Waymo’s model can cross a border. Ask what that franchise is worth to Alphabet over a decade.