EQT Is Acquiring Range Resources to Fuel the Data Center Age
A $50 billion all-stock deal gives EQT 30-plus years of Appalachian inventory just as power-hungry data centers start signing decade-long gas contracts.
Category: Money
Home Sales at a Record Low. That Is What a 5% Treasury Looks Like.
With mortgage rates around 7.4% and pending sales at a Redfin record low, housing is the clearest proof that monetary policy is already biting.
The Chip Trade Is Unwinding. Here Is Where It Stops.
Eight straight losses, a 21% VIX surge, and software joining the rout tell a specific story about which crowded positions still have room to fall.
Prologis Reports Q3 With £14B Deal and 5.8GW Power Pipeline
The warehouse REIT is also a key AI-infrastructure landlord, and today’s call will show whether both bets are holding.
China’s Factory Costs Hit a Four-Year High. Consumers Aren’t Paying for It.
A widening gap between producer and consumer prices is squeezing manufacturers and complicating Beijing’s next policy move.
Seagate Has a Real Problem. SanDisk’s Drop Was Panic.
CXMT’s DRAM claim crushed memory stocks globally, but not every name in the selloff deserved the same sentence.
Circle Is the Only Stablecoin Issuer Europe Just Cleared
ESMA’s Oct. 8 opinion sets a Jan. 8, 2027 remediation deadline, and USDC is the only top-10 stablecoin already MiCA-compliant.
The IMF Says 3% Global Growth Depends on Where You Sit in the AI Supply Chain
War economies are being downgraded. Countries wired into AI hardware are outperforming. Your international allocation needs to reflect both.
Apollo Is Helping SpaceX Raise $40 Billion for Nvidia Chips
The structure could remake AI infrastructure finance, but bond buyers see real hardware and obsolescence risk.
Medicare’s GLOBE Rule Could Dent Pharma Dividends. These Names Are Least at Risk.
GLOBE ties Part B inflation rebates to 19 countries in 2027, but the final rule is far narrower than feared.