Jobless Claims at 194,000 Complicate the Fed's Rate-Cut Outlook
U.S. jobless claims fell to 194,000, a low-fire labor signal that could reshape expectations for Fed policy, Treasury yields and stock valuations.
Southwest’s Reduced 2026 Earnings Outlook Puts Airline Margins Under Pressure
Southwest’s lower 2026 outlook, tied to higher fuel prices, may signal broader margin pressure acros…
Comcast Earnings Beat Highlights Media Strength as Connectivity Weakness Precedes Spinoff
Comcast beat earnings expectations as media strength offset connectivity weakness, putting its plann…
P&G Earnings Beat Shows Strength in Laundry and Home Products
P&G topped Wall Street estimates as sales rose 4%, with laundry and home products highlighting resil…
Nebius Says Rising AI Compute Prices Challenge Neocloud Skepticism
Nebius says rising AI computing prices may counter fears of oversupply, margin compression and fragi…
USD/CAD Rejected at 1.4300: The Data Behind the Turn
USD/CAD's Bank of Canada daily rate rose 487 pips from Sep 8 to a 1.4271 peak on Oct 9, 2026, then f…
Boeing’s 737 Max 10 Certification Removes a Major Regulatory Overhang
FAA approval of Boeing’s 737 Max 10 clears a major hurdle, potentially supporting deliveries, backlo…
United Airlines Cuts 2026 Earnings Outlook as Fuel Costs Pressure Margins
United Airlines lowered its 2026 outlook after third-quarter results, highlighting the tension betwe…
Cencora’s AON Acquisition Expands Its Community Oncology Strategy
Cencora’s proposed AON acquisition signals deeper consolidation between U.S. drug distribution and c…
Data Center Stocks Slide Again as Korean IPO Rout Raises Fresh AI Valuation Concerns
A 30% plunge in a Korean IPO is weighing on US data-center and neocloud sentiment, reviving concerns…
Markets
- Salesforce-Braze Deal Creates Fresh M&A Arbitrage Setup in Marketing Software
- Prudential’s $4 Billion Latin America Divestiture Puts Capital Allocation in Focus
- Tradeweb’s $1.97 Billion Trumid Deal Raises Stakes in Electronic Bond Trading
- Saturn Oil & Gas Targets Corex Resources in C$302 Million Canadian Energy Deal
Economy
- Oil Tops $110 as Supply Risks Threaten US Inflation and Energy Stocks
- Hot September CPI Reignites Fed Hike Bets and Sends AI Stocks Lower
- CPI and Rising Yields Put Wall Street's AI Rally on Trial
- Treasury Yields Hover Near 24-Year Highs as Adviser Signals Possible Relief
Analysis
- Starboard’s Knife River Board Challenge Sets Up Activist Test for Construction Materials Stock
- Oracle’s Rising Debt-Insurance Costs Put the AI Credit Boom Under Scrutiny
- Relative Strength vs RSI: Two Tools, One Name
- Position Sizing Formula: Worked Examples With Real Stops
Earnings
- GE Aerospace Raises 2026 Profit Forecast as Services Business Drives Growth
- Intel’s Deeply Oversold RSI Puts $81.64 Support and Q3 Earnings in Focus
- Kimberly-Clark’s Four-Year Weekly Rebound Puts Consumer Staples Back in Focus
- Truist’s Q3 Earnings Miss Meets LightStream Sale to Carlyle