The Contractor Deadline That Makes PQC a 2026 Trade
A FAR proposed rule is due Dec. 19, 2026, and the clock is already running.
Category: Business
The Chip Under the GPU Making Money Right Now
Power delivery is the real AI hardware bottleneck in 2026, and one supplier is capturing outsized upside.
Refiners Are Printing the Richest Margins in Years. Here Is the Exit Risk.
Gulf Coast crack spreads have surged since January, but the geopolitical premium keeping them there is reversible, and Valero earnings on Oct. 22 could be the tell.
Delfin’s 17.6% Stake Just Made the Monte dei Paschi Vote a Done Deal
Intesa Sanpaolo’s extra €800m in cash is conditional, and the top holder said yes.
Apple’s Best China Numbers in Years Are Being Priced Like Bad News
A $5.72 billion verdict Apple is appealing has the market ignoring iPhone 18 Pro China sales that rose 12% year on year and handed Apple a 33% weekly share.
Suncor and Canadian Natural Look Cheap. Alberta’s Vote Complicates It.
Ottawa fast-tracked Pacific Link on October 1, but with a referendum 17 days away, Canadian oil producers face political risk the designation cannot neutralize.
Grocers Are Engineering a Margin Trap for Name Brands
Private-label products now generate 25–35% higher margins for retailers than national brands, and Kroger, Walmart, and Costco are deliberately widening that gap.
Goldman’s Next CEO Is Already in the Building
Waldron has spent over 25 years at the firm. The business case for owning Goldman does not change when he gets the keys.
Meta, Amazon, Alphabet, and Microsoft Now Have a Tax Problem
Warren’s probe raises a question investors have dodged: how much of the AI capex boom rests on deductions Congress could roll back.
China Factory Profits Hit 2026 Low. Wednesday’s PMI Is Next.
August industrial profits rose 4.2%, the slowest pace of the year, with official surveys due Wednesday and mainland markets shutting for Golden Week.