With data center lenders heading for the exits and newly elected governors promising construction halts, Brookfield’s quarterly...
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With MELI punished 12% for margin compression last week, Nu's credit quality numbers will decide whether LatAm...
AI data-center loans head to a rare open auction. The clearing price could shape views on Oracle-linked...
Two observability stocks fell hard in two days. The committee question is whether this is structural.
Oil’s midterm-driven slide boosted airlines. Know the floor.
Auction sizes and long-end buybacks are on the table this morning, and the 10-year yield already gave...
A $10 billion stock sale at an 11% discount forces a question large managers must answer: who...
A secured facility shows how AWS funds its build-out, and what stockholders now stand behind.
Two straight quarters of accelerating growth set a high bar. Only another full-year revenue raise may satisfy...
Mounjaro and Zepbound topped $16B in Q3. Is it priced in?
