The KOSPI Just Tripped Its Second Halt in Six Days. That Is Not a Healthy Rally.
Korea's GDP beat was real. The market's reaction tells a different story about what is driving it.
Business
Defense Stocks Won’t Collapse After a Ukraine Deal. Here’s the Split.
Backlogs, NATO targets, and rebuilding needs make the trade after peace more complicated than the selloff suggests.
Ukraine and Russia Agree Oleshky Truce. Europe Defence on Notice.
A humanitarian truce in Oleshky and Abu Dhabi talks due mid-November test Rheinmetall, BAE Systems, and TTF natural gas.
Oil Is at $111 and the US Told Staff to Leave Saudi Arabia
The Shaybah attack shifts risk from shipping lanes to production. Here is how to trade it.
UNP Reports Today. Its Robot Track Cars Are Now a Margin Story.
Union Pacific's autonomous inspection fleet has logged 500,000 track miles a year. The question for Thursday's Q3 release is whether…
Jio Platforms Is Subscribed 2.36x. What That Tells Long-Term Investors.
The real question isn't the IPO. It's whether your India and Reliance exposure is priced for what comes next.
RTX Has a $289 Billion Backlog. The Stock Is 16% Below Its High.
Raytheon's defense booking machine is running at full speed, but Q3 asks whether the engine can keep converting orders into…
Visa Reports Oct. 27. Its Stablecoin Bet Just Went Live.
V hit a record high on Oct. 15 and reports fiscal Q4 next week. The number that matters most has…
GM’s Trucks Face a $101 Oil Test Tuesday
Strip out Q1’s tariff benefit and the question is whether full-size trucks can still carry GM’s margins.
Meta’s Self-Funded Balance Sheet Faces Its Biggest Test
On Oct. 21, allocators see if Meta’s ad engine can fund a $200 billion AI buildout.