Oil Heads for Fourth Monthly Gain as Hormuz Tanker Attack Raises Supply Risk
WTI crude jumped 2.5% to $104.98 as tanker-fire reports in the Strait of Hormuz intensified supply-risk concerns.
Oil Heads for Fourth Monthly Gain as Hormuz Attack Keeps Supply Risk in Focus
A tanker attack near Hormuz, a 40-million-barrel SPR loan and QatarEnergy’s LNG hedging keep energy …
LCI Board Rejects Monomoy’s Proposal, Backing Standalone Strategy
LCI Industries’ board unanimously rejected Monomoy’s unsolicited, non-binding approach, signaling co…
Starboard Presses Knife River for Margin Gains and Strategic Alternatives
Starboard Value is urging Knife River to improve margins and explore strategic alternatives, putting…
Steve Eisman’s AI Warning Puts Broader U.S. Equity Risk Back in Focus
Steve Eisman is becoming more conservative, warning that an AI trade tipping point could carry broad…
ADT’s $15 Billion Take-Private Deal Highlights Private Capital’s Appetite for Recurring Revenue
ADT’s confirmed $15 billion acquisition by Thrive Holdings turns earlier takeover speculation into o…
AI Data Center Boom Faces Insurance Bottleneck as Aon CEO Warns of Capacity Risk
Aon CEO Greg Case warns that concentration risk at AI data centers could constrain insurance capacit…
Phillips 66’s Record Quarter Puts Refining Margins in the Spotlight
Phillips 66’s record quarter, driven by stronger refining margins, offers a crucial read-through for…
Nvidia-Hugging Face Deal Faces DOJ Review as AI Antitrust Risk Rises
A DOJ review of Nvidia’s $12.9 billion Hugging Face deal could extend closing uncertainty and raise …
Marvell-Lumentum Deal Talks Put AI Datacenter Interconnect Stocks in Focus
Lumentum shares jumped on reported Marvell talks, putting optical networking and AI datacenter inter…