Hyatt Hotels Corporation
$170.08
The Read: Hyatt’s stock initially stabilized after Q4 2025 EPS met estimates and 2026 guidance reassured investors, then plunged about 17.
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Scouting Reports
The Jones Act Bypass: Pricing the Maritime Capacity Crunch
Aug 11, 2026
South Korea’s Hanwha just dropped a $1.05–$1.2 billion nonbinding offer for naval shipbuilder Austal USA. Right next to it, the White House extended another 90-day Jones Act waiver to allow foreign-fl
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Pricing the Energy Supply Chain Balkanization
Aug 6, 2026
Global crude flows are no longer fungible. Between kinetic drone attacks on legacy Russian refining chokepoints and China quietly absorbing Far East barrels to offset Middle East disruptions, the glob
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The Architectural Rent: Pricing the Custom Silicon Shift
Jul 30, 2026
The first phase of the AI build-out was a brute-force scramble for raw GPUs. The next phase is a hyper-focused race for power efficiency and custom silicon. We are moving from buying off-the-shelf acc
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