“It is a remarkable reaction...”

...beware the Belgium and Luxembourg connection.

Anthropic creator Dario Amodei is making Claude disruption personal...

Surely by now we must realize that if plan A fails, there is always plan B-2.

"Investors continue to take down risk in what feels like preparation for the index to finally reflect what single stocks have been saying for a while (i.e. “something’s got to give”)." - Goldman's Brian Garrett

The sources described one of the suitors as a "large rival"...

This dynamic is not just frustrating. It is unfair to retail investors...

...this is the best annual gain in factory orders since 2021.

Enthusiasm for the rest of the world versus the US equity trade is showing signs of faltering, while global interest in US stocks is picking up...

"This outcome is the worst-case scenario for Novo and heightens the need for M&A with Novo’s other GLP-1/Amylin drug."

It may be that secular disinflation and productivity gains are creeping into the the curve...

"Markets quickly realized that the ruling might not change much in the near term and will rather increase uncertainties. Donald Trump is not known to avoid a fight or give up easily."

The upturn in global growth should vindicate the rising P/E ratio that is principally driving European stock-market returns...