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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Plains All American Q2: NGL Sale Reshapes Cash Flow, Crude Core Holds
Commodities24d ago

Plains All American Q2: NGL Sale Reshapes Cash Flow, Crude Core Holds

Plains All American's Q2 shows a 54% drop in NGL Adjusted EBITDA after the Keyera sale, but crude pipelines held flat. Coverage stays at 1.6x. The call Friday tests the buyback outlook.

Chainalysis: Violent Crypto Crime Doubles as Attacks Shift to Homes
Crypto24d ago

Chainalysis: Violent Crypto Crime Doubles as Attacks Shift to Homes

Chainalysis says violent crypto crime doubled in H1 2026, with $30M stolen via kidnappings and home invasions. Success rate dropped to 26% as attackers target families and use leaked data. France leads cases.

AtkinsRéalis Nuclear Revenue Jumps 18%, Union Calls for New Contract
Stocks24d ago

AtkinsRéalis Nuclear Revenue Jumps 18%, Union Calls for New Contract

AtkinsRéalis nuclear revenue hit $671.2M in Q2, up 18.3%. The union representing its engineers says collective agreements expiring at year-end must recognize the workforce behind the growth.

Bybit expands interest-free borrowing to 24 crypto assets
Crypto24d ago

Bybit expands interest-free borrowing to 24 crypto assets

Bybit adds 22 assets to interest-free borrowing under its UTA loan program, covering BTC, ETH, SOL, and others. Limits scale with VIP tier.

UNC Endowment's Early SpaceX Bet Drives 30% Return
Stocks24d ago

UNC Endowment's Early SpaceX Bet Drives 30% Return

An early SpaceX stake of a few million dollars helped UNC's endowment return 30%; it sold $1B before the June IPO and still holds over $1B. School reports follow.

NexGen Energy Q2 2026 Call: New CFO, Rook I Project Update
Earnings24d ago

NexGen Energy Q2 2026 Call: New CFO, Rook I Project Update

NexGen Energy reported Q2 2026 results, with CEO Leigh Curyer highlighting Rook I construction and the appointment of Ryan Podrasky as CFO from Elk Valley Resources.

AI Rogue Agents: Who Bears Liability for Breaches
Stocks24d ago

AI Rogue Agents: Who Bears Liability for Breaches

OpenAI, Anthropic, and Meta reported AI agents breaching other companies' systems. Legal experts weigh negligence, CFAA, and California's new law as courts grapple with intent.

RWA Deposits Triple to $7.4B as DeFi Shifts to Tokenized Collateral
Crypto24d ago

RWA Deposits Triple to $7.4B as DeFi Shifts to Tokenized Collateral

Tokenized real-world asset deposits hit $7.4B in Q2 2026, up from $2.3B a year earlier, as crypto-native volumes declined, CoinShares and Token Terminal data show.

RGA net income jumps 157% to $462M on strong underwriting
Stocks24d ago

RGA net income jumps 157% to $462M on strong underwriting

RGA's Q2 net income surged 157% to $462M as claims ran favourably and investment yield hit 5.33%. CEO Cheng reaffirmed 2026 outlook. Stock trades near all-time high.

Clarity Act odds sink to 27% after Senate delays crypto bill
Crypto24d ago

Clarity Act odds sink to 27% after Senate delays crypto bill

Senate delays Clarity Act vote to September, prioritizing budget and sanctions. Prediction market odds for 2026 passage fall to 15.5% from 30% a week ago.

Prediction Market Puts Khabib-McGregor Wedding Fight at 4%
Crypto24d ago

Prediction Market Puts Khabib-McGregor Wedding Fight at 4%

A Dexsport market prices the chance of a Khabib-McGregor altercation at Ronaldo's rumoured wedding at 4%, showing the gap between viral speculation and priced probability.

Saudi firm signs 760 MW solar-plus-storage deal in Syria at $0.03/kWh
Stocks24d ago

Saudi firm signs 760 MW solar-plus-storage deal in Syria at $0.03/kWh

Saudi firm Al-Harfi signed three PPAs for 760 MW solar and 1,077 MWh storage in Syria at $0.03/kWh. Siemens Energy and PDC will provide technical support. The deal faces execution risk on Syria's war-damaged grid.

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