Australia’s agreement to begin uranium exports to India is more than a diplomatic reset. It is a test of whether two countries with complementary needs can turn strategic alignment into…
The Finance Herald
U.S. airlines are no longer treating premium cabins as a perk attached to the travel cycle. They are rebuilding the economics of flying around them. The latest push by Delta…
Lockheed Martin’s agreement to buy Ultra Maritime for $3.45 billion is a reminder that the defense spending story is moving below the surface. Investors have spent much of the past…
Sky’s agreement to buy ITV’s media and entertainment business is more than another reshuffling of legacy television assets. It is a test of whether national broadcasters can still build enough…
The oil market has moved with startling speed from shortage anxiety to surplus anxiety, and that turn may matter more for investors than the latest tick in crude prices. After…
Samsung Electronics gave investors a reminder on Friday that the artificial-intelligence trade is no longer only about memory chips. It is also about who gets to manufacture the custom silicon…
The June employment report gave investors a labor market that is weaker in the places that matter for growth but still firm enough to complicate any simple bet on Federal…
Nike’s latest earnings report gives investors a cleaner view of its turnaround, but not yet a simpler one. The company beat the most visible profit line in its fiscal fourth…
KKR has turned the market’s concern about power-hungry artificial intelligence into a pair of large renewable-infrastructure bets, agreeing to buy EDF power solutions’ North American operations for about $4.2 billion…
Martin Marietta Materials’ $13.5 billion agreement to combine with Lhoist North America is not just a large building-materials deal. It is a bet that some of the most ordinary inputs…