Kalshi Filed to Add Margin to Prediction Markets
The move targets institutional traders, and puts Robinhood and CME in the frame.
Category: General
The Merz Trade Is Cracking. Bunds Have Not Noticed Yet.
Equity managers bought Germany on defence spending and reform. Sunday’s state results put the man behind both promises in doubt.
Micron Reports in 11 Days. The Stock Is Down 19% From Its High.
Options are pricing about an 11% move. Here is what the numbers require and how traders should frame risk.
Six Stocks Face Unusual Volume Monday as S&P 500 Changes
Bloom Energy, Illumina and Everpure join; Molson Coors, Trade Desk and Builders FirstSource drop out before the Sept. 21 open.
Target’s $30B Owned Brands Have a Margin Problem
Same-day delivery is winning shoppers back. Turning that traffic into profit is the harder job.
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals say is too cheap.
Waymo Goes to Tokyo Without Buying a Single Car
Alphabet’s partner-led model for Japan hints at how Waymo losses could shrink.
GM’s Hands-Free Push Is a Subscription Play, Not Just a Tech Flex
Super Cruise now spans 23 models and 750,000 vehicles. The real prize is $3 billion-plus in recurring revenue this year.
Bath & Body Works Could Be Sold. Options Beat the Stock.
Barington’s stake is too small to force a deal, but a long-dated call spread gives you upside if private equity shows up.
Nike Hit a 12-Year Low. October 1 Is What the Stock Needs.
Running is growing fast, China is still a problem, and Q1 fiscal 2027 earnings are the first test of whether CEO Elliott Hill’s turnaround is landing.