Job Openings and Consumer Confidence Could Shift October Fed Odds
With the 10-year near a 19-year high, today’s 10am data tests whether Warsh hikes again
Category: Top News
Prologis Is Converting Warehouses Into Data Centers
A 5.8-gigawatt power pipeline is turning a logistics REIT into AI infrastructure
SoftBank Is Funding US Data Centers With Japanese Household Money
SB Energy plans to sell up to $500 million of its IPO shares in Japan.
BofA’s Fee Miss Puts JPMorgan in the Hot Seat Today
Moynihan guided $200-$400 million below Street expectations. Doug Petno speaks at 2:45 ET and can either confirm the damage or contain it.
395 Breached Orgs Show AI Attacks Are Here. Can CRWD, PANW, and ZS Sell the Fix?
The GreyNoise PaperCut campaign ends the threat debate. Can budgets move?
Brent Above $100 With Iran Talks Monday. Here Is How to Trade It.
Monday’s Oman meeting between Gulf and Iranian ministers puts every energy position on a hair trigger, and the IEA just made the demand side of the equation far worse.
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced for that reality.
Snowflake Is Up 22% This Week. Here Is Why It Has More Room.
Three straight quarters of accelerating growth and a raised full-year guide have Wall Street racing to price in SNOW. The valuation is the only argument left against it.
Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.
The stock is down nearly 20% in 2026 over capex fear. Wednesday’s Q1 earnings could determine whether that discount is opportunity or warning.
SoftBank’s 20% share surge bets everything on OpenAI
A record ¥1 trillion retail bond priced last week. Savers fund Son’s AI bet.