Category: Economy

RBNZ, BoC, Fed, ECB and BoJ crowd the week, but Lagarde’s answers on France and energy look likeliest to move markets.

With 306 million paying subscribers and €3.2B in trailing free cash flow, Spotify is starting to look less like a growth bet and more like a compounding business.

With over 14,000 tons of batteries recycled in 2025 and a Texas refinery now operating, Tesla is building a materials pipeline few rivals can match quickly.

Jakarta’s worst day since 1998 shows how little capital it takes to flee once the door appears.

Twenty-year nuclear deals with Meta and AWS, a $4.2 billion DOE loan commitment, and a stock about 30% off its all-time high. The disconnect between the business and the price is striking.

AI load volatility is pushing grids and data centers toward flywheels

As Medicare open enrollment begins Oct. 15, UNH is deciding which seniors it wants.

The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.

Retatrutide posted the biggest Phase 3 weight loss on record. Q3 earnings call is Oct. 29.

The rotation out of chips and into enterprise software is accelerating — here is how to trade it while yields weigh on everything else.