Insightful Analysis on Economics, Markets & Global Affairs

Warner Music turned a copyright lawsuit into a licensing deal with AI startup Suno, and now it's betting that bet pays better than litigation.

Medical Properties Trust converted two Idaho hospitals into cash, but the rent it gave up may cost more than the debt it plans to erase.

CRC is shedding its Utah and Colorado acreage to double down on California, but critics wonder if it sold too soon.

Transocean's Deepwater Conqueror drillship heads to Equatorial Guinea after its Gulf contract ends, signaling a geographic shift in where oil majors are betting.

Chord Energy is cashing out of natural gas to go all-in on a single oil basin, and the logic only holds if management finds somewhere better to put the money.

The sub chain dominates with older, wealthier diners, but only 2% of its customers are Gen Z, and that gap is now the company's central growth problem.

The casino company building a $4B Bronx resort and a $1.3B Chicago casino has warned it may not survive without fresh financing.

SPX Technologies bought water management firm FIS Water for $410 million, betting that cooling systems for data centers need more than just fans.