Financial Insights
Expert analysis and market commentary from our editorial network.
Latest articles
- The Buyers Left Last Week. This Week Names the Replacements.
- TRADERS & QUANTS — SUNDAY LOOK AHEAD
- Financial Market News | Sunday Outlook
- A Decimal, a Deadline and the Fed's Last Words
- The Lenders Report This Week. So Does Inflation.
- The Steady Buyers Stepped Back. Ether Paid the Most.
- TRADERS & QUANTS - SATURDAY RECAP
- Financial Market News | Saturday Review
- Loud Headlines, Quiet Contracts. The Rule Book Settled the Week.
- Buyers Named Their Prices This Week. Several Came In Below the Ask.
- The Carriers Kept Falling | Humana Rose on 2028 Money | Delta Shrugged Off a Cut
- Humana Got Paid for 2028 | Diesel Slid as Crude Held | Households Expect More Inflation | An AI Chip Loan Asks 11%
- Carriers Paid for a Network Not Yet Built | The Two-Year Moved Before CPI | AI Debt Asks 11%
- Lumentum Says It's Sold Out Into 2029, While an AI Loan Is Shopped at 11%
- Oracle Won Back Most of Thursday. Delta Cut Its Forecast on Fuel.
- The Seminole Tribe Sued DraftKings Over Its Prediction Markets. The Industry Is Spending on Both Sides of the State Fight.
- Traders Put About a 28% Chance on a U.S. Strike on Iran Before Nov. 3, Despite the President's Pledge. The Market Is Small.
- A Third Runoff Poll Puts Flávio Bolsonaro Ahead, This Time by 5.6 Points. Contracts Moved About a Cent.
- A Lender Sued to Stop Cable One From Paying $480 Million for a Stake It Values Far Lower. The Shares Fell by a Third.
- Moderna Added About $9.5 Billion in One Session. The Cancer-Vaccine Program Behind Part of the Move Runs Into the 2030s.
- Lumentum Says Its Optical Parts Are Sold Out Into 2029. Six Months Ago the Horizon Was 2028.
- SpaceX Gained About $20 Billion on Its Spectrum Deal. AT&T, Verizon and T-Mobile Lost More Than Three Times That.
- Humana Added About $5.6 Billion in Market Value on Its Medicare Star Ratings. The Bonus Money Arrives in 2028.
- SilverTree Has Walked Away From Tribal Group. That Leaves a 105-Pence Asset Sale and a 111-Pence Possible Bid From Its Largest Shareholder.
- A $5 Billion AI Loan Is Being Marketed at About 11%. Two U.S. Pensions Are Holding Off on New Data-Center Funds.
- GTCR Has Sold $14.2 Billion of Its New Buyout Fund. Spectrum Equity Closed Its Largest Ever in One Round.
- PAG Is in Exclusive Talks to Buy Control of Evergrande's Property-Services Arm. Liquidators Have Sold Only About $255 Million of Assets So Far.
- Firmus Had Built 46 of Its 912 Planned Megawatts. Now It Wants $2 Billion to $3 Billion Privately Instead of $5 Billion in Public.
- Prudential's Japan Penalty Moves Into 2027. The Combined Earnings Hit Now Tops $1.2 Billion.
- Aritzia's Sales Grew 44% and the Stock Jumped 18%. Strip Out Tariff Refunds and Earnings Still More Than Doubled.
- Delta Earned the Same as a Year Ago While Its Fuel Bill Rose 62%. It Still Cut Its Full-Year Outlook by About a Quarter.
- Bitcoin Rose 1%. Coinbase Rose 5%, Circle 6% and Securitize 8%, and Strategy's Preferred Is Back Near $100.
- New York Secured Up to $35 Million From Celsius' Alex Mashinsky. He Pays Only if He Misses Two Conditions.
- El Salvador's Bitcoin Wallet Is Now Majority-Owned by a U.S. Fintech. Its Pitch Is Free Remittances, Not Bitcoin.
- Ledger Halted an Authorized Reseller After Buyers in Southeast Asia Lost Funds. On-Chain Investigators Put the Losses Above $86 Million.
- Two-Year Treasury Yields Led Friday's Climb. Monday's Bond Holiday Leaves One Day Before September CPI.
- Crude Clawed Back Its Overnight Losses. Diesel Did Not, After China Reopened Its Fuel Exports.
- Canada Lost 68,000 Jobs in September. The Private Sector Barely Moved and Wages Sped Up.
- Americans Feel Worse About Today Than at Any Point Since May. Their Long-Run Inflation Outlook Rose Anyway.
- SpaceX Signed for Airwaves, Carriers Slid | Musalem Set a Clock | Hormuz Got Two Counts | Ether Took the Flush
- OpenAI's Run Rate Is Near $50 Billion. Broadcom Is Arranging More Than That for Its OpenAI Chip.
- OpenAI's $20 billion gap may be a ruler, not a miss
- Earnings season just started. It's already telling two different stories.
- OpenAI Gave Two Numbers | Musalem Set a Window | Fuel Hit Delta | The Nobel Board Missed
- Oracle's $23 Billion Day. The Carriers' $38 Billion Night.
- SpaceX Agreed to Buy a Private Firm's Airwaves | Waymo Borrowed $5B | Gilts Hit a 2007 High
- Prediction Markets Put More Than $30 Million on the Nobel Peace Prize. The Winner Wasn't Among Their Favorites.
- Brazil's Runoff Polls Show a Four-to-Six-Point Race. Event Contracts Price Flávio Bolsonaro as an 87% Favorite.
- Raytheon Has Won Three Multiyear Missile Contracts in Less Than Two Weeks. Their Ceilings Add Up to $51.4 Billion.
- Half of Crescent's $1 Billion Stock Sale Went to One Holder. Everyone Else Paid 7% Below the Pre-Deal Price.