Copper’s AI Moment: Freeport-McMoRan’s Big Bet on Grasberg
FCX stock fell 12.5% despite plans to nearly double Grasberg copper output by 2027. What the expansion signals about AI’s most critical — and overlooked — commodity.
capital markets
AI’s 10% GDP Promise: What Capital Markets Are Already Pricing In
BNP Paribas projects AI could lift U.S. GDP by more than 10% by 2034. Here’s what that forecast means for investors, interest rates, and capital markets right now.
Tariff Refund Portal Opens: $166B in Duties Up for Reclaim
CBP has launched a $166B tariff refund portal for disputed duties. Here’s what American importers, logistics giants, and investors need to know.
Strategy Overtakes BlackRock as World’s Largest Bitcoin Holder
Strategy holds 815,061 BTC, edging past BlackRock’s IBIT with a record $2.54B purchase — a milestone in institutional Bitcoin adoption.
Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.
Blackstone Q1 2026 Earnings: What Capital Markets Are Watching
Blackstone reports Q1 2026 earnings on April 23 trading 14% below analyst targets. Here’s what the private equity giant’s results mean for capital markets.
Capital One Q1 2026: Earnings Miss and Provisions Test the Discover Bet
Capital One’s first full quarter post-Discover shows an earnings miss and $4.07B in credit provisions, raising questions about integration costs and consumer credit health in 2026.
Gold at $4,800: Why Analysts Are Eyeing $6,000 in 2026
Gold hit $4,812 this week, up 41% in a year. Here is what is driving the record rally — and whether $6,000 is the next stop.
SpaceX Files for IPO at $1.75T: What It Means for Capital Markets
SpaceX filed confidentially for an IPO targeting a $1.75 trillion valuation and late June 2026 debut. Here’s what the landmark deal means for capital markets.
Natural Gas Stocks Are AI’s Hidden Energy Play in 2026
Meta’s $27B data center expansion is putting natural gas stocks in focus. Here’s why AI’s power demand is reshaping the energy investment case.