The Drone War Created a Market. Space-Eyes Is Betting It Can Win It.
A $638 million SPAC valuation, $1 million in revenue, and a brutal defense procurement fight. Here is the actual investment question.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs through next year.
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than a dozen press releases.
The $64B Unlock Nobody Is Watching
A July 1 capital rule shift gives community banks room to lend.
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
Oil Is Back at $90. The $100 Question Is Real.
Iran just shattered the ceasefire lull. Here is which sectors win, which bleed, and what traders need to watch over the next five sessions.
Vertiv Beat on Earnings. The Market Sold It Anyway.
A 60% EPS jump and raised guidance couldn’t stop a 10% selloff.
Three Dissenters Just Changed Everything
The Fed held rates steady, but the 9-3 vote was the most hawkish FOMC split since 2016. September is now live.
General Dynamics Has a $130B Backlog. Today Is the Proof Point.
Defense’s quietest compounder reports Q2 this morning as NATO demand hits its stride.
Meta Reports Tonight. The Capex Number Is the Only Test.
A $60 billion revenue quarter could still send the stock lower.