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...
Why Germany’s Auto Capitals — Stuttgart, Munich, Wolfsburg — Are Facing a Financial Crisis That’s Deeper Than the Headlines Show
When you first arrive in Wolfsburg by train, the city gives you a quick overview of everything. With...
Why Eli Lilly Stock Price Just Took a Surprise Hit Investors Didn’t See Coming
One type of Friday that traders dread is when a stock that has supported a portfolio for years...
Broadcom Stock Price Hits $422: Is the AI Chip Boom Just Getting Started?
The way Broadcom entered the $2 trillion club is almost silent. Leather jackets on stage, theatrical product launches,...
Why Defense Finance Is Now the Most Interesting Corner of the Entire U.S. Government Bond Market
Bond traders have begun to observe an odd phenomenon occurring at the periphery of the Treasury market in...
The Enterprise Software Category That Is Growing 40% Per Year and Still Has No Dominant Public Market Winner
There isn’t a clear winner in the public market, which is the most peculiar aspect of the enterprise...
How Private Equity Found Its Way Into the Boring, Profitable World of Industrial Distribution
No one writes books about a certain type of business. Fasteners, electrical parts, hydraulic fittings, valves, packaging, and...
How J.P. Morgan’s Inventory Finance Framework for Auto Supply Chains Is Being Adopted by Companies Outside the Sector
Like most of these things, it began with an issue that no one could resolve quickly enough. Carmakers...
Why Germany’s Automotive Finance Model Is Cracking Under the Weight of a Slowing China Market and Rising Competition
It’s difficult to miss the atmosphere when you stroll through the Beijing auto show in April. When Mercedes...
Eve Holding Stock Slips Below $3 – Is the eVTOL Dream Losing Altitude?
Eve Holding has an almost unyielding quality. The stock barely moved as it closed Friday at $2.77, a...
Blade Air Mobility Stock Just Vanished — And Investors Are Still Trying to Make Sense of It
Not too long ago, Blade Air Mobility seemed like one of those businesses you would learn about at...