The S&P 500 Rose as Alphabet Collapsed. That Is the Story.
Four sessions of tech selling and bond buying suggest a real rotation, not month-end noise.
Economy
Prologis Has 5.8 GW of Power. Digital Realty Has 7+ GW More.
With SEGRO still in regulatory limbo, the next move targets what Prologis needs: proven data center scale.
SK Hynix’s $12 Billion Dividend Signals Real Conviction
A windfall tied to the Kioxia exit could mean a payout far above the fixed dividend. What the company does…
Volvo Cars Just Told You What to Expect From BMW and Mercedes Next Week
A 27% intraday collapse and a near-50% China revenue drop preview what European carmakers face as they report Q3 results.
Nvidia Is Giving Away Its Rack Blueprint. Harder to Compete.
Opening the Vera Rubin architecture is how a product leader becomes a platform, and why it matters for long-term investors.
Dangote’s Refinery IPO Closes Tomorrow. Valero and Marathon Should Pay Attention.
Africa's biggest listing prices into a record diesel market — and the Lekki complex is already shipping product to Europe.
Refiners Are Minting Money on Diesel. Can It Last?
The ULSD crack hit a record $117.92 a barrel while crude barely moved. Now the debate is whether owning refineries…
United Airlines Took a $6 Billion Fuel Hit. It Still Beat.
Premium demand is doing what most carriers called impossible. October 20 is the test.
Goldman Sachs Hands 20 Executives $500M in Stock Days Before Earnings
David Solomon tops $100M as a five-year award vests ahead of the Oct. 13 Q3 report.
Twilio Joins the S&P 500 Today as WBD Exits on a Paramount Deal
Index-related volume is the story in TWLO and WBD at the open, with benchmark reshuffles running beneath both moves.