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United States
1076 posts
Why Houthi Red Sea threats could trap global oil markets
Houthi Red Sea threats and Hormuz disruption could pressure oil prices, Saudi exports, U.S. military capacity and global inflation.
Capital One’s $2.5bn Discover payoff is advancing, but the hardest migration waves start now
Capital One has moved half of new Discover originations onto its technology platform, with the remaining cost synergies expected by the second half of 2027.
Is PepsiCo stock a buy after recent weakness? Valuation improves but North America remains the test
PepsiCo’s share price has moved close to its 52-week low, lifting the dividend yield and lowering the earnings multiple. The valuation is increasingly attractive, but the investment case still depends on a gradual North American recovery.
Iran war funding explained: What is inside Donald Trump’s $87.6bn request?
The Iran war has cost the US $37.5bn, yet the Pentagon wants $67.1bn more. Congress must decide whether funding can substitute for a credible endgame.
Rosebank Industries (LSE: ROSE) shares jump 13% after profit upgrade and acquisition progress
Rosebank Industries has moved rapidly to restructure MW Components and CPM, while margin growth at Electrical Components International has strengthened confidence in its industrial turnaround strategy.
Travelers (NYSE: TRV) holds near record after a huge Q2 earnings beat
The Travelers Companies delivered sharply higher profit, stronger underwriting margins and rising investment income, but its valuation now leaves less room for catastrophe volatility.
Samsung creates robotics division as physical AI becomes its next commercial growth test
Samsung has placed robotics under direct chief executive oversight, but manufacturing deployment, acquisitions and commercial products must now convert its technical assets into revenue.
ASEAN ministers demand Hormuz reopening as Iran war threatens Southeast Asian economies
Iran threatens ASEAN’s energy security while Myanmar and the South China Sea remain unresolved. Manila must turn diplomatic access into measurable progress.
Why fires, floods and record heat are turning summer into a climate stress test
Summer compounding disasters are exposing climate risks across wildfire smoke, floods, heat waves, infrastructure and public health.
Alien Terrorist Removal Court explained: Why the US activated it after 30 years
A secretive US deportation court has received its first case in 30 years, but the judge wants stronger proof before national-security proceedings begin.