Nebius Says Rising AI Compute Prices Challenge Neocloud Skepticism
Nebius says rising AI computing prices may counter fears of oversupply, margin compression and fragile debt-funded AI infrastructure growth.
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…
GE Aerospace Raises 2026 Profit Forecast as Services Business Drives Growth
GE Aerospace raised its 2026 profit forecast, with services strength providing a potential signal fo…
Salesforce-Braze Deal Creates Fresh M&A Arbitrage Setup in Marketing Software
Salesforce’s $47.50-per-share cash offer for Braze puts the deal spread, software consolidation and …
Starboard’s Knife River Board Challenge Sets Up Activist Test for Construction Materials Stock
Starboard Value’s planned director nominations could put Knife River’s strategy, costs and board und…
Prudential’s $4 Billion Latin America Divestiture Puts Capital Allocation in Focus
Prudential’s $4 billion sale of its Brazilian and Mexican insurance units to CNP Assurances could re…
Tradeweb’s $1.97 Billion Trumid Deal Raises Stakes in Electronic Bond Trading
Tradeweb’s $1.97 billion Trumid acquisition could reshape electronic bond-market infrastructure and …
AI Infrastructure Sell-Off: The Multiples Fell Faster
As of the October 19, 2026 close, 13 AI-infrastructure stocks sit a median 17.1% below their 2026 cl…
Markets
- Saturn Oil & Gas Targets Corex Resources in C$302 Million Canadian Energy Deal
- NYSE Extends Options Hours as Exchanges Compete for Around-the-Clock Trading
- Percent of Stocks Above 200-Day Average: How to Read It
- ATH CVE Deal: Vote, Elections and Closing Timeline
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
- 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
- ATR Trailing Stop: How to Set It, With Real Examples
Earnings
- 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
- Morgan Stanley Profit Beat Highlights Strength in Equity Trading