Visa Sold Off on Good Numbers. Now Mastercard Has to Answer Why.
Mastercard’s Q3 report this morning tests whether Visa’s slide was a one-off or a broader reset for payment networks.
Category: Money
Canada’s $6.2 Billion Lifeline Won’t Save Auto Stocks. A Court Case Might.
A Section 338 tariff lawsuit is the real variable for GM, Ford, and Stellantis.
ITV’s Sky Deal Faces New Legislation. Does the Stock Still Make Sense?
A government warning adds a wildcard to a merger priced for smooth passage.
onsemi Paid $1.3 Billion Less for Synaptics. That’s the Point.
The revised deal shifts to cash, adds earnings on day one, and a rival bid confirms what these assets are worth.
Tanker Rates Are at a Record. Trump Rejected the Deal
With the ClarkSea Index at an all-time high and Hormuz still closed, the risk for FRO, DHT, and INSW sits on the diplomatic calendar.
Treasury Just Told You the Exit Price. Are Your Positions Sized For It?
When the deepest bond market on earth shows 3.1bp of slippage on a $70 billion auction, small-cap and leveraged positions need a liquidity stress test, not a thesis review.
Micron Reports Wednesday With $50 Billion on the Line
Revenue up 346% year over year, HBM4 is shipping, and a valuation that still looks cheap.
Iberdrola Is Selling Half of a £4bn Wind Farm. Is That Good for the Dividend?
When utilities fund payouts by selling assets rather than earning more, income investors need to know the difference.
ExxonMobil’s Pioneer Synergies Doubled. Q3 Earnings Are Oct. 30.
Permian production topped 1.8 million boe/d in Q2 2026 and Pioneer synergies are about $4B a year, double the original estimate. With Brent near $90, the setup looks supportive.
Jabil Has $13.6 Billion in AI Revenue This Year. The Market Hasn’t Priced It.
Jabil reports September 30, and its FY2027 guidance may matter more than the quarter itself.