With leverage at 3.8x EBITDA and a payout ratio near 85%, the committee asks if the income...
Business
Freeport restarts this week, EU storage is still below normal, and the Russian LNG cutoff clock is...
HBM is sold out. DRAM is tightening. These four companies are not equally priced for what comes...
A record Q2 beat rate has raised the bar so high that even a strong H2 may...
APT prices have surged since early 2026. Almonty is ramping Sangdong and just expanded a 21-year offtake...
A $626 million operating loss, a $104 billion backlog, and a capex guide that just jumped again,...
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in...
A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting...
Atlassian’s FY27 revenue deceleration is a Data Center timing artifact. The cloud engine and Rovo adoption curve...
AI bond supply is testing demand. Early September is the real stress point.
