Bruno M. Google is in talks with Marvell to build next-gen AI inference chips. Here’s what the custom silicon arms race means for MRVL, NVDA, and the broader semiconductor sector.
U.S. utilities are planning $1.4 trillion in capex to power AI data centers — and financing it means a $770B bond issuance wave that will reshape investment-grade credit markets.
Enterprise software is rebounding in 2026, but gains are selective. RingCentral and Oracle reveal what separates the winners from the laggards.
Sticky 3.3% inflation, oil price shocks, and a Fed frozen on rate cuts are reviving stagflation fears not seen since the 1970s. Here’s what capital markets are signaling.
Tesla reports Q1 2026 earnings on April 22. Here’s what analysts are watching after the delivery miss, the robotaxi rollout, and a P/E above 370.
20 of 21 major U.S. financials beat Q1 2026 earnings estimates. Morgan Stanley and Citi lead; Wells Fargo lags. Here’s what’s driving results.
Oklo, NuScale, and Nano Nuclear Energy surge as the White House pushes space reactors. How capital markets are funding America’s SMR renaissance.
Meta targets May 20 for its first major layoff wave of 2026, cutting ~8,000 jobs. Here’s what the AI-driven workforce reset signals for Big Tech and capital markets.
The 10-year Treasury yield sits at 4.25% as the curve re-steepens after years of inversion. What it signals for banks, mortgages, and equities.
D.R. Horton, PulteGroup, and Lennar rally as oil’s sharp decline lowers construction costs and raises hopes for Federal Reserve rate cuts in 2026.