The Southern Family Just Told You What Canadian Utility Assets Are Worth
After holding Canadian Utilities since 1980, the Southerns are swapping into Emera stock. That signal is worth reading carefully.
Category: Economy
Copper Is Near Its Record. Chile May Close That Gap Today.
Escondida’s supervisors finish their strike ballot this morning as Centinela’s workers have already voted 98.73% in favor of a walkout, putting two of Chile’s most important mines in play at once.
UK Housebuilders Surged Today. History Says Builders Win.
Burnham’s new equity loan scheme echoes Help to Buy, and last time, Persimmon and Barratt booked the gains while buyers carried the debt.
MGM Resorts Could Buy Back 27% of Itself. The Price Has to Be Right.
A potential bid for People Incorporated would function as a massive share repurchase wrapped inside a media acquisition, and the math is what matters.
Alphabet, Amazon, and Meta Are Spending Buybacks on Data Centers
When big index holdings lose spare cash, buybacks and dividends are at risk.
Meta’s Muse Hits No. 1. Connect Keynote Is Wednesday.
Muse reached No. 1 about 10 days after launch. Connect 2026 starts Sept. 23.
Nvidia’s $10 Billion Bet on Anthropic Just Got Harder to Read
A second IPO slip to November turns the reported anchor stake into an open question about what the AI complex is actually worth.
Alphabet’s $15B Finland bet puts Gemini to work
A record Europe infrastructure push and a new voice AI release test payback.
Visa Is Rewiring Corporate Payouts. Banks Should Pay Attention.
With $25 trillion in cross-border B2B flows in its sights and stablecoin rails now live across 18 billion endpoints, Visa’s SMB payout push is a fresh competitive threat to business banking.
Canada’s 50% Counter-Tariffs Land Tuesday. Here Is How to Rotate Before the Open.
Ottawa’s counter-tariffs go live at 12:01 a.m. Tuesday, splitting U.S. industrials into clear winners and losers before U.S. markets reopen.