Booz Allen’s $720M Software Bet Lands on Schedule
The Ultra I&C deal closed Monday. Whether it lifts FY27 depends on how fast OT cyber spending accelerates after the multistate water-utility attacks.
Category: Business
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is still below normal, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub spread is the clearest trade in energy right now.
The Houston Signing Is Just the Entry Fee
Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why the real bet starts tomorrow.
DE Is Up 32%. The FY2027 Order Gap Is the Risk.
Deere reports Q3 Thursday. The EPS beat is largely priced in. The end-of-period order signal decides everything.
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
Nvidia Just Turned GPUs Into Collateral
A $500 billion financing consortium reframes AI compute as infrastructure debt. The real debate is whether chips can hold their value long enough to repay it.
Cook Is Under Fire From Two Directions
A White House removal letter and a hawkish rate warning landed the same week. The market shrugged. It probably shouldn’t.
SPCX Lost Half Its Value. Retail Just Bought More.
Institutions and retail saw the same SpaceX earnings, and reached opposite conclusions. The lockup calendar will test who is wrong.
GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 107% run in 16 months. The debate has shifted from whether Goldman can perform to whether the market has already paid for it.