Has Wall Street become too bearish on America's biggest cash machines? Hedge funds have cut exposure aggressively, dealers are short gamma, and expectations have been reset just as earnings season begins. Here's why the pain trade may be higher.

...what does the Amazon playbook require of SpaceX?

"The State of Israel has no interest in joining..."

"Head on a swivel" is the new normal for traders in this increasingly volatile, hyperbolically levered, and regime-shifting market environment we find ourselves in...

ADNOC will develop the project alongside its international partners - France’s TotalEnergies, Italy’s Eni, and China National Petroleum Corporation (CNPC)...

"What does that have to do with fixing potholes?" 

 

A panel had upheld a ban on gun possession for felons but will now reconsider the case amid constitutional concerns...

..crude oil releases from the Strategic Petroleum Reserve re-accelerated last week...

An economy this top-heavy with paper wealth - as the poor and middle class get destroyed with persistent inflation - is not sustainable.

"For our generics coverage, we view the group as relatively well-positioned given: AMRX (significant US infrastructure), TEVA..." 

China sits at the center of the current copper squeeze...

On paper, it is one section among hundreds in a sprawling must-pass bill. In practice, it has become the single most watched line item in the entire package...

Family insists Melissa Casias was targeted...

“Alphabet isn’t just reporting earnings, it’s reporting on the health of the entire AI investment cycle. If management sounds any less committed to AI investment, the market won’t just punish Google, it will question the durability of the AI buildout more broadly...”

Markets are pricing peace. The Middle East isn't.

Some extra bucks for a few extra cruise missiles...

Civilian nuclear cooperation is a good thing, but sensitive technology transfer may taking it too far...