Treasury Yields Slide as AI Infrastructure Selloff Deepens
Treasury yields fell as investors sought safety amid technology weakness, inflation pressure and renewed scrutiny of AI infrastructure valuations.
Hot September CPI Sends the Dollar Higher as Energy Costs Lift Yields
A hotter September CPI report pushed stocks lower, Treasury yields higher and the dollar stronger, f…
Cirrus Logic Confirms Synaptics Bids as Semiconductor Consolidation Accelerates
Cirrus Logic confirmed bids for Synaptics, raising strategic questions about semiconductor consolida…
Meta’s Second-Day Rally Shows How AI Model News Is Driving Mega-Cap Tech Sentiment
Meta’s two-day share advance shows how AI model announcements can shape mega-cap tech sentiment, Nas…
Citigroup’s Earnings Beat Puts Investment Banking and Wealth Growth in Focus
Citigroup’s earnings beat, powered by investment banking, services and wealth management, offers an …
Bank of America’s $1.2 Billion Fine Puts AML Controls and Bank Stocks Under the Microscope
Bank of America’s $1.2 billion AML penalty sharpens scrutiny of BAC and raises broader compliance qu…
Citi and Wells Fargo Deliver Mixed Signals as US Bank Earnings Begin
Citigroup’s revenue-driven earnings beat contrasts with Wells Fargo’s weaker net interest income and…
Salesforce Double Upgrade Challenges the ‘SaaSpocalypse’ Thesis, Jim Cramer Says
A double upgrade of Salesforce is putting fresh pressure on the bearish ‘SaaSpocalypse’ narrative an…
UnitedHealth Raises 2026 Profit Outlook, but Medical Costs Keep the Bull Case on Notice
UnitedHealth beat Q3 estimates and raised its 2026 adjusted earnings outlook, but elevated medical c…
Bumble’s $1.3 Billion Take-Private Deal: What BMBL Investors Need to Know
Bumble agreed to a $1.3 billion all-cash acquisition by Ithaca Holdings. Here are the key deal-certa…