ON Semiconductor's Weak Results Clash With Its Bigger AI Data-Center Ambitions
ON Semiconductor's shares sank after third-quarter results, even as a $600 million Ferric deal and higher 2030 AI ambitions pointed to a longer-term pivot.
Apple Options Market Signals Potentially Sharp Post-Earnings Move
Heavy put demand and options positioning point to elevated volatility around Apple’s earnings, with implications for the…
CrowdStrike's $495 Million AI Security Deal Puts M&A Back at the Center of Cybersecurity
CrowdStrike’s $495 million purchase of two AI security startups signals a deeper push into AI-native defense and rising …
Tidewater Midstream’s C$261 Million Takeover Draws a New Map for Canadian Energy Assets
Tidewater Midstream’s C$261 million deal for full control of Tidewater Renewables reshapes the ownership map for two rel…
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Markets
- Nasdaq Posts Worst Month Since March as AI Spending Fears Drive Tech Selloff
- Global Payments Rallies on Report of Potential Clayton, Dubilier & Rice Takeover
- Xponential Fitness Jumps as Takeover Interest Puts $XPOF in the Momentum Spotlight
- Kenvue Set to Leave NYSE as Kimberly-Clark Acquisition Closes
Economy
- Musalem's Hawkish Signal Puts Rate-Sensitive Stocks on Notice After Fed Hold
- Fed’s Musalem Says Tighter Policy May Be Needed Soon, Complicating Rate-Cut Bets
- 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%
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
- Ambarella Draws M&A Spotlight as Report Points to Exclusive Talks With NXP
- 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