Banking, investing, currencies, dealmaking, and the institutions moving global capital.
Despite a 32% drop from year-to-date highs and a revenue shortfall, derivatives data points to a potential rally, while Wall Street remains optimistic on AI-driven growth.
President Donald Trump’s imposition of aggressive tariffs on foreign unmanned aircraft systems has triggered a surge in defence equities. Unusual Machines (UMAC) has emerged as the top performer, driven by a 150% year-to-date rise and strong fundamentals, though its valuation remains stretched.
The new Pixel 11 lineup, starting at $899, positions Gemini AI at the core of Alphabet’s strategy to expand its ecosystem ahead of Apple’s September iPhone launch, even as investors digest surging infrastructure costs.
Frasers Group has completed the acquisition of Harvey Nichols for approximately £40 million, taking control of the historic brand from Dickson Poon after the retailer reported a £105 million loss.
Strong financial results and raised guidance were overshadowed by a slowdown in monthly transacting actives and insider selling activity.
Corpay Inc. delivered record second-quarter results driven by strong organic growth and successful integration of recent acquisitions, prompting an upward revision in full-year outlook.
First-half net revenue climbs 50% to $19 billion, but operating income falls to $683 million as the company invests heavily in credit portfolio expansion.
The aerospace spinoff missed second-quarter estimates and lowered its organic sales forecast to 4-5%, citing systemic supplier issues that management admitted were disclosed too late.
The investment comes as Home Depot forecasts flat fiscal 2026 sales growth and a compressed operating margin, while the stock trades at a significant premium to sector peers.
Following a massive earnings surge and share price jump, SanDisk CEO David Goeckeler details a strategy anchored in multi-year pricing agreements with hyperscale customers.
New analysis of 11.7 million freelance transactions shows that delaying a reply to a recruiter by just one hour reduces hiring probability by 46 per cent, while a 24-hour delay cuts chances by 90 per cent.
The chipmaker’s move to integrate optics directly onto switch chips addresses critical power bottlenecks in AI data centres, benefiting suppliers Taiwan Semiconductor Manufacturing and Lumentum.
NVIDIA trades at a 17x forward earnings multiple despite 65% revenue growth, with analysts citing a 36% upside to consensus targets as macro conditions potentially pivot.
Speaking on the Club Shay Shay podcast, Mark Cuban argues that glamorous ventures like clothing labels and liquor companies lack the competitive moats necessary for sustained profitability, urging investors to stick to boring, high-barrier industries.
The company posted $217.8 million in quarterly revenue and lifted full-year adjusted EBITDA forecasts, yet shares fell 1.73% as net debt leverage climbed to 3.3 times, exceeding management’s target.
Investors weigh triple-digit growth against high cash burn, equity dilution, and the long timeline to commercial fault-tolerant quantum computing.
International expansion and the Rhode brand fuel top-line momentum, but investors face skepticism over short interest and the sustainability of margin improvements without regulatory windfalls.
Fifteen of 17 covering analysts rate the connectivity manufacturer as a Strong Buy, with the average price target implying 19.1% upside.
U.S. 30-year real yields near 18-year peaks as hyperscalers issue $220 billion in debt, while analysts warn of looming risks to growth and equities.
Semiconductor Manufacturing International Corp sees wafer shipments rise 14% and average selling prices increase 5.7% as artificial intelligence drives robust global demand.
The agreement grants BP an equal working interest in a field holding 4 trillion cubic feet of recoverable gas, marking a significant expansion of its presence in the Caribbean region.
The company’s Prime unit aims to bypass permitting delays for hyperscale operators, though long-term economic viability and competition from desalination remain key risks for investors.
The chief executive’s planned return coincides with the artificial intelligence company approaching the conclusion of its separation from Meta, according to reports.
Mexico’s fuel imports climbed to 700,000 barrels per day in June 2026 as Pemex’s refineries operated at just 58% of installed capacity, exposing the fragility of the nation’s energy independence model.
September and December corn futures declined on Thursday, with the CmdtyView national average Cash Corn price dropping to $4.18 1/4 as market participants digest revised production forecasts from Brazil and weekly export sales figures.
The US Securities and Exchange Commission has postponed a Friday meeting to consider new crypto regulations, a move that coincides with the Senate’s departure for a five-week break without voting on the Clarity Act.
The Financial Times’ Jill Lepore argues that grassroots pushback against artificial intelligence infrastructure is becoming a defining political force, challenging policymakers to adapt regulatory models.
Sam Altman’s push for a major listing triggers internal upheaval at the ChatGPT developer, with the Financial Times reporting on executive departures and changes to the safety team.
Bankrate’s latest evaluation of Texas financial institutions highlights Frost Bank’s service dominance, while Texas Capital Bank and Randolph-Brooks Federal Credit Union emerge as key regional competitors.
Beyond Air Inc reported $1.8 million in Q1 2027 revenue, maintaining its $8 million annual target while preparing for a critical FDA decision on its second-generation LungFit PH system.
The dollar index edged higher while the euro and pound gained ground against the greenback as traders scaled back September rate hike odds following flat producer price data.
The Intercept and Freedom of the Press Foundation argue the $100,000-a-month service grants wealthy investors an unfair advantage, compounding financial concerns for Trump Media & Technology Group.
Management cites resilient credit fundamentals and AI-related valuation corrections, while completing note redemptions to extend capital duration
A new analysis from Wood Mackenzie outlines how geopolitical shocks and technological shifts are accelerating electric vehicle adoption, with significant implications for energy and metals sectors by 2040.
The chipmaker’s four-part senior unsecured note sale, led by major global banks, underscores the sector’s reliance on debt financing to fuel artificial intelligence investments.
Berwyn-based AMETEK reported second-quarter earnings that exceeded Wall Street forecasts, prompting management to upgrade full-year outlook and analysts to maintain bullish sentiment.
Financial Times reports the firm recorded significant trading revenues for the 2026 financial year despite the specific July losses linked to broader geopolitical tensions and oil price spikes.
The US Securities and Exchange Commission has filed charges against Andrew Spaventa and three controlled entities for raising funds through unregistered offerings while concealing fees that averaged 46 per cent above acquisition costs.
The TCW Concentrated Large Cap Growth Fund reported a 14.45 per cent return in the second quarter, with Palo Alto Networks identified as a leading contributor despite broader market outperformance.
September S&P 500 and Nasdaq 100 futures gain as OPEC and IEA cut demand forecasts; corporate earnings drive volatility in tech sector
CEO Sandy Xu maintains confidence in second-half electronics growth despite weak consumer sentiment and property sector headwinds
Growing dissatisfaction with the economic outlook under President Trump is mounting as cost-of-living pressures intensify, driven by supply fears linked to the ongoing conflict in Iran.
Analysts maintain a Moderate Buy consensus on the Dallas-based firm, with price targets suggesting upside despite near-term headwinds.
Shares jump 5.7% on strong second quarter results, with Wall Street mean price target set at $353.38 despite rating downgrade from Strong Buy
While China’s judiciary affirms employee rights against artificial intelligence displacement, American legislators are introducing legislation to fund a new administration aimed at mitigating job losses, even as data shows limited immediate impact on broader employment figures.
Investors return to US equities following Producer Price Index figures that signal lower-than-expected price rises, reducing pressure for a September interest rate increase.
July retail sales fell 0.6% and University of Michigan sentiment dropped to 51, though indices remain on track for weekly gains ahead of Nvidia’s results.
Regulatory inspections complete with single addressed observation; cash runway extends into 2027 ahead of PDUFA date.