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…
Business
Ras Laffan Is Down for Years. Cheniere, Venture Global and Woodside Just Inherited Its Customers.
QatarEnergy’s search for US LNG through 2031 signals a shift in who feeds the world’s gas markets.
Valero Turned $714 Million in Profit Into $3.7 Billion. Oil at $108 Keeps the Clock Running.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
Copper at $6.45 After the Record Drop. Here Is What Traders Watch Monday.
The White House still has no decision on refined copper tariffs, and that uncertainty is now the only price that…
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced…
Qualcomm Has Two Hyperscaler Customers. The Math Still Needs to Work.
AWS is a genuine win, but Qualcomm must scale from about $0.3B to $15B in data center revenue as handsets…
UK Gilts Near 6%: The Bond Market Is Writing the Budget
30-year gilt yields at a 28-year high have already consumed roughly half of Healey's fiscal room, and the OBR has…
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still…
Moderna Doubled in a Day. What Happens Now Is the Real Question.
A melanoma Phase 3 win and an FDA-approved flu vaccine give Moderna its first credible platform since COVID. The stock…
America’s Largest Nuclear Operator Is Down 20% in 2026
Constellation has 20-year deals with Microsoft and Meta, a restart advancing, and a $5B buyback. The stock has barely noticed.