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Latest analysis

American Tower Reopens $1.5B Senior Notes Across Three Tranches
American Tower priced a $1.5B reopening of 2031, 2033, and 2036 senior notes to retire floating credit facility borrowings and extend debt maturities.

Rocket Lab Q3 2026: Backlog Hits $3.6B as Space Systems Scales
Rocket Lab posted record Q3 2026 revenue of $267.8M and a $3.57B backlog, driven by 88% growth in Space Systems and $1B in new launch contracts.

Growth vs. Value Stocks: Cash Flow Duration and P/E Math
Understand the difference between growth and value stocks, from cash flow duration and interest rate sensitivity to P/E multiples and portfolio balance.

Apple Prices $7.5B Notes Across Seven Tranches
Apple priced $7.5B in senior notes across seven fixed and floating tranches on Nov 6, 2026, earmarking net proceeds of $7.47B for capital return and debt.
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