Jensen Huang emphasized AI cloud demand is strong but constrained by capital availability, not compute demand.

Anthropic's $80.7B S-1 loss is a non-cash accounting artifact from valuation increases, not actual cash outflows.

IQVIA reports Q3 results near 52-week highs, with shares up ~80% from 2025 lows amid recovering pharma demand and AI tool ...

Jason Furman launches Econvitals, a free AI-driven macroeconomic briefing platform offering real-time data analysis and Fed ...

AI infrastructure capital demands compete with government borrowing, driving down Treasury yields as investors seek ...

During the spring's Middle East panic, a false narrative slipped into the oil patch almost without argument: that China's oil ...

PG&E reaffirmed 2026–2027 core EPS guidance ($1.64–$1.66 and $1.78–$1.82) while adjusting 2027 capital plan to $11.4B, funded ...

Take-Two forecasts $1B+ operating cash flow from GTA VI's launch, while 1.5M Americans may cost the economy $1B in lost ...

RBC Capital cut Valvoline's 2027 EPS estimate to $1.90 and trimmed its $46 price target, citing conservative guidance amid ...

Elon Musk restricted Ukraine's Starlink access, disrupting drone operations and exposing unclear control over critical ...

Lululemon's stock surged to top daily trading volume on October 19, 2026, amid a 0.68% gain and $320M turnover.

VINCI secured a Iberian Peninsula data center contract as a construction contractor, not owner, with €900M H1 2026 orders.