July CPI Cools to 3.4%: Stocks Shrug, Fed Cut Path Clears
July 2026 CPI came in at 3.4% headline and 2.5% core, matching forecasts. Stocks nudged higher, yields dipped, and the September FOMC cut looks live.
Energy & Commodities
Energy and commodity market coverage, including oil, natural gas and metals. Explore supply, demand and price developments alongside explanations of how commodity markets work. Find your way around ECMSource.
SolarEdge Plunges 30% on Q3 Guide: Residential Solar Cracks
SolarEdge fell 30% after Q3 revenue and gross-margin guidance came in below Q2, dragging Enphase, Sunrun and Canadian Solar with it. Here are the numbers.
Ferguson to Replace EA in S&P 500 on Aug 5
Ferguson Enterprises (FERG) joins the S&P 500 on Aug 5, taking the slot Electronic Arts vacates as its $55B take-private closes.
EA’s $55B Buyout Set to Close: Largest LBO Ever
Electronic Arts is days from closing a $55 billion take-private led by Saudi’s PIF, Silver Lake and Affinity Partners — the biggest leveraged buyout on record.
Brookfield Boosts Bloom Energy AI Deal to $25B; BE Up 10%
Brookfield expanded its Bloom Energy AI-infrastructure partnership fivefold to $25 billion on June 30, 2026, sending BE up 10% intraday and 7.7% overnight.
Argan (AGX) Hits $790 on Record Q1 as AI Power Boom Builds
Argan posted record $291M Q1 revenue and $3.24 EPS as gas-fired power demand for AI data centers surges. AGX now trades above every published analyst target.
Bloom Energy Jumps 15% as AI Power Trade Heats Up
Bloom Energy (BE) surged 15.4% on June 18, 2026, extending a 12-month run near 1,430% as Wall Street prices in the AI data-center power crunch.
Airline Stocks Rally as Iran Peace Hopes Push Oil Lower
AAL, UAL, DAL, and LUV ripped higher as WTI fell ~10% in a week on US-Iran peace hopes. Here’s the fuel-cost math and what to watch next.
Triton Buys Flender from Carlyle in PE-to-PE Wind Deal
Triton Fund 6 will take Flender, the 125-year-old German gear specialist with major wind exposure, off Carlyle’s hands in a Q4 2026 close.
June 2026 IPO Wave: 7 Deals Worth $4.7B Hit Calendar
Seven IPOs led by INNIO’s $1.9B and Quantinuum’s $1B target a combined $4.7B as the Renaissance IPO Index outpaces the S&P 500 by 11.5 points YTD.