Technology
AI Infrastructure’s Options Trail Leads to AMD, Bloom Energy and CoreWeave
Reported options activity by Situational Awareness links AMD, Bloom Energy and CoreWeave in a wider AI infrastructure trade.
Marcus Rivera • September 11, 2026
Economy
Weak Consumer Sentiment and Rising Inflation Expectations Put Markets’ Rally to the Test
US consumer sentiment fell to 47.8 as inflation expectations rose, even while US and Canadian equities advanced.
Sarah Chen • Sep 11
Markets
SPS Commerce Jumps as GTCR Reportedly Weighs Acquisition
SPS Commerce shares jumped after a report said GTCR is in talks to acquire the supply-chain software company, but key te…
James McAllister • Sep 11
Analysis
Bath & Body Works Stock Jumps as Barington Capital Pushes for a Sale
Barington Capital’s stake puts Bath & Body Works in play, but an activist campaign is not the same as a confirmed sale.
Marcus Rivera • Sep 11
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Hypercharge’s REVS Charging Deal Puts Canadian EV Infrastructure Consolidation in Focus
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Oracle Options Activity Raises Stakes for the AI Trade Ahead of Earnings
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S&P 500 Support Faces Test as $100 Oil and Higher Yields Pressure Stocks
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Technology
Axogen’s $200 Million BioCircuit Deal Adds FDA-Approved Sutureless Nerve-Repair Device
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