Meta is eliminating 10% of its workforce in May 2026 — its largest cuts since 2023 — as Big Tech redirects billions from salaries to AI infrastructure. Here’s what it means for capital markets.
Avis Budget (CAR) cratered 48% in a single session as a speculative short squeeze unwound against the backdrop of negative earnings and a $1B cash burn.
Texas Instruments surged 19% on Q1 2026 earnings, its best day since the dot-com era. Here’s what’s driving the analog chip revival and AI data center demand.
FCX stock fell 12.5% despite plans to nearly double Grasberg copper output by 2027. What the expansion signals about AI’s most critical — and overlooked — commodity.
ServiceNow beat Q1 2026 revenue estimates yet cratered 17%—its worst day since 2016. Here’s what the crash says about AI software valuations and geopolitical risk.
BNP Paribas projects AI could lift U.S. GDP by more than 10% by 2034. Here’s what that forecast means for investors, interest rates, and capital markets right now.
CBP has launched a $166B tariff refund portal for disputed duties. Here’s what American importers, logistics giants, and investors need to know.
Strategy holds 815,061 BTC, edging past BlackRock’s IBIT with a record $2.54B purchase — a milestone in institutional Bitcoin adoption.
Micron Technology stock has surged 575% in a year as AI-driven demand for high-bandwidth memory rewrites the economics of the chip industry.
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.