S&P Global’s Subscription Problem Is the Number to Watch
Ratings revenue is booming and Kensho API usage is surging, but whether Market Intelligence renewals are slowing is the question that could move SPGI today.
Air Products Is Betting on a Hydrogen Tank With No Freezer
The hydrogen economy has a logistics problem that almost nobody prices into industrial gas stocks. Moving hydrogen today means either…
Royal Caribbean Beats EPS but Misses Revenue. Shares Drop 7%.
With $6.1B due by end-2028 and a $3B Sandals deal, the question is whether guidance holds.
Sweden Just Picked Microsoft Over ChatGPT. That Tells You Everything About the AI Race in Government.
Security reviews decide which AI tools survive at cabinet level
SLB’s Drilling Fluid Helps Geothermal Wells Go Deeper
October 26, 2026 VeraTherm stays stable at 191°C, a quiet edge as superhot drilling ramps Most investors tracking the geothermal…
Amazon Reports Thursday. AWS Growth Is the Only Stat That Moves the Stock.
A $496 billion backlog and five straight quarters of cloud acceleration set a high bar for October 29.
Three REITs With Real Earnings Momentum Right Now
Welltower, Prologis, and Crown Castle offer distinct risk profiles. The numbers explain which fits which trade.
Three REITs Earning Their Income Right Now
Most REIT conversations start with interest rates. That framing misses something important this year. REITs are trading at a discount…
Caterpillar Has Fallen 36% From Its High. Thursday’s Report Could Close That Gap.
With a $72 billion backlog and generator sales up 72%, CAT may be the cheapest entry point into the AI power buildout before earnings reset the price.
Alphabet, Boeing, and Amazon Report This Week. Here Is What the Numbers Must Deliver.
Three earnings reports spanning cloud capex, an aerospace turnaround, and AWS acceleration will set the tone for markets through Friday.