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Defense Stocks Fall Out Of Favor. Polymarket Might Have The Answer As To Why
Defense Stocks Fall Out Of Favor. Polymarket Might Have The Answer As To Why
The S&P Aerospace & Defense Select Industry Index is little changed year to date, despite conflicts across Eurasia and expectations that a coming rearmament cycle will substantially boost missile and bomb production. The muted performance highlights a disconnect between investor appetite and the Trump administration's anticipated expansion of defense production.
Allyson Gordon, UBS head of Americas sector specialists, explained in a note to clients on Thursday that US aerospace and defense stocks were being weighed down by...
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Jul 16, 2026 / Tyler Durden
Watch Live: All Eyes On SpaceX's First Starship Launch Since Its IPO
Watch Live: All Eyes On SpaceX's First Starship Launch Since Its IPO
SpaceX is scheduled to launch the 13th test flight of its Starship rocket on Thursday evening, marking the first mission since the company completed its blockbuster public debut in June, according to ABC News. Liftoff is scheduled from the company's Starbase facility in Texas, with a 90-minute launch window opening at 6:45 p.m. ET. As always, weather or technical issues could delay the attempt.
The mission will be the second flight of Starship Version 3, a significantly redesigned vehicle...
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Apr 21, 2026 / Tyler Durden
Halliburton Sees First Signs Of Life In America's Oil Patch: "We Are In Early Innings"
Halliburton Sees First Signs Of Life In America's Oil Patch: "We Are In Early Innings"
An emerging theme we are focusing on is the early stage of a major capex upcycle in America's oil patch, with even Goldman now moving in that direction and forecasting a boom that could echo the industry's expansion cycle of the early 2000s.
Continental Resources CEO Doug Lawler was the first of the major oil patch players to mention in early April that "Continental is increasing our capital budget, which will increase production."
Now, another giant...
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Aug 4, 2026 / Tyler Durden
Chipotle Pulls Jalapeños As Minnesota Salmonella Outbreak Widens To 15 States; Shares Tumble
Chipotle Pulls Jalapeños As Minnesota Salmonella Outbreak Widens To 15 States; Shares Tumble
Chipotle Mexican Grill (CMG) shares fell sharply Tuesday after Bloomberg reported that the chain had removed jalapeños from Minnesota restaurants over a suspected link to a salmonella outbreak that has sickened 110 people in the state - while WaPo reports that the outbreak has spread to 15 states. Chipotle stock fell as much as 8.5% against Monday's close - some outlets clocked the low nearer 9% - and was trading roughly 7% lower in the afternoon.
Chipotle pulled the packs of (potentially)...
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