The Houston Signing Is Just the Entry Fee
Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why the real bet starts tomorrow.
Day: August 20, 2026
MRNA Doubled on Data Nobody Has Seen
August 20, 2026 MRNA Doubled on Data Nobody Has Seen A genuine scientific milestone, a 177% rally, and a selloff…
The 20% Compute Tax Nobody Priced Into OpenAI
The headline out of San Francisco this morning is that OpenAI is slowing down. The more interesting story is what…
ETON’s 43% EBITDA Margin Is the Number Wall Street Missed
Revenue doubled. The margin story behind it is what changes the long-term math.