Bruno Shares of CrowdStrike, Zscaler, Tenable and Qualys surged Tuesday as analysts flagged AI adoption as a structural tailwind for cybersecurity spending, even as many sector names remain down sharply year-to-date.
Capital One’s first full quarter post-Discover shows an earnings miss and $4.07B in credit provisions, raising questions about integration costs and consumer credit health in 2026.
UnitedHealth surged 7% on a strong earnings beat — yet the S&P 500 still fell. Here’s why Q1 2026 earnings beats aren’t translating into market gains.
ASML beat Q1 2026 estimates and raised full-year guidance, signaling robust AI chip demand despite a cautious Q2 outlook and China export headwinds.
Gold hit $4,812 this week, up 41% in a year. Here is what is driving the record rally — and whether $6,000 is the next stop.
SpaceX filed confidentially for an IPO targeting a $1.75 trillion valuation and late June 2026 debut. Here’s what the landmark deal means for capital markets.
Meta’s $27B data center expansion is putting natural gas stocks in focus. Here’s why AI’s power demand is reshaping the energy investment case.
Apple names John Ternus as its next CEO, with Tim Cook stepping down September 1. What the engineer handoff means for the $4 trillion tech giant.
Kevin Warsh’s Senate confirmation hearing sent measured signals through bond markets and rate desks. Here’s what his nomination means for monetary policy, Treasury yields, and credit markets.
USA Rare Earth’s $2.8B acquisition of Brazil’s Serra Verde marks a turning point in the West’s push to secure critical mineral supply chains outside China.