Samsung Foundry Price Hike Exposes a Recovery Built on Borrowed Time
The Samsung foundry price hike of up to 15% on new orders is the most concrete evidence yet...
Marvell Stock Slips After Killing the POET Deal — But the AI Story Isn’t Over
The way Marvell Technology handled the POET situation was almost surgical. A partnership that POET’s CFO had been...
Canada’s Structural Reset: Economists Warn of a Decade-Long Rebuild for the Northern Auto Sector
When production slows down in a Canadian auto plant, there’s a certain sound: the parking lot is half...
Bankrate’s Car Interest Rate Timing Report: The One Number Auto Lenders Are Watching
The way auto loan rates have resisted declining this cycle is almost unyielding. The Federal Reserve made a...
American Airlines Stock Plunges as $4 Billion Fuel Bill Rewrites the Year
When the fuel hedge desk does the math again and the result remains the same, there’s a certain...
Delta Air Lines Stock Holds Steady While Rivals Stumble — Quiet Confidence or Calm Before the Storm?
Right now, Delta Air Lines seems almost out of style. Delta sat in Atlanta, announced a dividend, beat...
United Airlines Stock Slides as Merger Dream Crashes Into Political Wall
When a deal dies in public, a certain kind of silence descends upon a Chicago boardroom. You can...
Airbus Stock Slides Before Earnings — But Wall Street Sees 27% Upside Anyway
There’s a particular calm that surrounds Airbus that you don’t quite get from its American counterpart. Walk through...
Boeing Stock Hits a Crossroads: Is the $695 Billion Backlog Finally Enough?
If you’ve been watching Boeing for a while, you’ll notice that the plot has become stale. In midair,...
The China Paradox: How VW is Financing a High-Stakes Battle for Market Share in Beijing
The size of Volkswagen’s Hefei complex reveals something that the press releases fail to adequately convey when you...
Why Ex-Stellantis CEO Tavares Thinks Tesla May Not Exist in Ten Years — and What That Prediction Does to the Stock
When someone who used to wear the same uniform issues a warning, it is more impactful. Carlos Tavares,...