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.
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.
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.
With 400+ companies reporting this week and EPS estimates rising again, Q1 2026’s peak earnings week is a key test for the market’s record-breaking rally.
The IMF says runaway U.S. debt is eliminating the traditional safety premium on Treasury bonds — and the implications stretch far beyond fixed income.
QXO, led by serial dealmaker Brad Jacobs, agreed to acquire building products leader TopBuild for $17 billion—one of 2026’s largest M&A transactions.
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.