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 ...

Anthropic reported $16.8B Q3 revenue (45% QoQ), up from $4.6B in 2025, showing exponential AI adoption growth.

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