EU-China Hybrid Deal Promises a Halving, but Pushes the Pain Back to Beijing
The EU-China hybrid deal announced on October 9 in Beijing is less a resolution than a redirect: Brussels...
RIVN Stock Slides After Twister Hits the R2 Factory in Normal, Illinois
On Saturday night, a tornado struck Normal, Illinois. The images of the twisted metal siding, crumpled loading bays,...
Why Li Auto Stock Is Quietly Rallying While Chinese EV Giants Are Fading
Recently, Li Auto’s chart has taken on an almost perverse quality. In the fourth quarter, revenue dropped 35%...
XPeng Stock’s First Profit, First Doubts: What Just Changed in Guangzhou
The income statement conveys a different story than the stock chart. Even though the company just delivered what...
The Enterprise AI Adoption Rate Is Slower Than Every Forecast Predicted, Here’s What That Means for Software Stocks
Perhaps in 2024 and 2025 we were all a bit too gullible. The predictions came quickly: by 2026,...
The Royal Caribbean and Norwegian Cruise Line Financing Structure That Every Leisure Industry CFO Is Studying
If you spend any time with executives in the cruise industry, you will have heard about the Harvard...
Apple Stock Holds Steady as Tim Cook Hands the Keys to John Ternus
On Monday afternoon, the press release was released with the quiet weight that Apple prefers. On September 1,...
Dow Jones Stock Markets Futures Wobble as Hormuz Fears Gatecrash the Rally
Monday seemed to be the type of session that traders half-expect but still detest when it happens. After...
BYND Stock Surges as Beyond Meat Bets Its Future on a Can of Protein Fizz
A stock that manages to open CNBC tickers while trading below the price of a coffee vending machine...
Why Nio Stock Still Divides Wall Street — Even After Its First Profitable Quarter
For years, Nio has been one of those stocks that investors either adore or won’t talk about. It...
BYD Stock: Why the World’s Largest EV Maker Is Starting to Look Fragile at Home
The first BYDs to come off a European assembly line are being prepared for shipping at a factory...