Berkshire Hathaway Reaches Fresh Highs as October Rally Loses Momentum
Berkshire Hathaway reached additional all-time highs as a lackluster week exposed a widening gap between defensive strength and a stalling October rally.
Musalem's Hawkish Signal Puts Rate-Sensitive Stocks on Notice After Fed Hold
A St. Louis Fed warning that tighter policy may be needed soon challenges easing expectations and adds uncertainty for g…
Nasdaq Posts Worst Month Since March as AI Spending Fears Drive Tech Selloff
AI spending concerns and renewed Fed tightening risks hit technology stocks, while defensive shares showed relative stre…
Ambarella Draws M&A Spotlight as Report Points to Exclusive Talks With NXP
Ambarella is reportedly in exclusive talks with NXP Semiconductors, putting edge-AI consolidation back at the center of …
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Markets
- LCI Board Rejects Monomoy's Bid: What the Decision Means for LCII Deal Prospects
- Starboard Targets Knife River: Why Traders Are Watching KNF for a Margin and M&A Catalyst
- Dine Brands’ Poison Pill Raises Stakes in Reported Cobblers-Arkhouse Takeover Bid
- ADT’s $15 Billion Thrive Buyout Creates a Major Merger-Arbitrage Setup
Economy
- Canada’s PPI Accelerates to 14.5% as BoC Rate-Hike Odds Reach 80%
- U.S. Industrial Production Beats Forecasts as Capacity Utilization Rises to 76.9%
- Hot CPI Reading Keeps Pressure on U.S. Stocks Ahead of PPI and Retail Sales
- Hot September CPI Puts Fed Rate-Cut Hopes and Risk Assets Under Pressure
Analysis
- Steve Eisman Turns Defensive as AI Trade Approaches a Potential Tipping Point
- Cramer Questions Tuesday Rally as Traders Weigh AI Momentum Ahead of Earnings
- S&P 500 Breadth Improves After Selloff, Offering Traders a Bullish Reversal Signal
- AI Funding Fears Prompt Defensive Rotation as Investors Reassess Wall Street Leadership
Earnings
- Phillips 66's Record Profit Shows the Power of Strong Refining Margins
- Frontier’s 71% Airfare Increase Puts Budget Travel Demand to the Test
- GE Vernova Buys Trench for $9 Billion as It Raises Revenue Forecast Again
- Robinhood’s Revenue Growth Shows the Trading Platform Moving Beyond Crypto
Technology
- DOJ Review of Nvidia’s Hugging Face Deal Raises New AI Antitrust Risks
- Faraday Future’s Robotics Deal Creates a New Nasdaq-Listed Humanoid AI Platform
- Datadog’s Reported Upwind Offer Signals Further Cloud Security Expansion
- Nebius Challenges Neocloud Bear Case as AI Computing Prices Come Under Scrutiny