The Bond Market Just Voted No Confidence
Words without action pushed the 30-year to a 2007-era high. September is the real test.
Words without action pushed the 30-year to a 2007-era high. September is the real test.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
A $66.8B Dominion deal puts NEE at the center of America’s AI electricity buildout.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
A century-old industrial just joined the AI infrastructure supply chain.
Operating earnings jumped about 54% and guidance moved sharply higher. The sector read-through is the bigger story.
Starlink at ~10.3M subscribers, ~$4.7B in Q1 revenue, and a lockup window that could rewrite the supply-demand equation.
Inside the invisible yield bottleneck deciding which AI factories actually ship.
A single piece of legislation just forced every major pharma company to find new factories overnight.
Q1 revenue grew 56% and Mounjaro just became the world’s best-selling drug.