Economy
U.S. Industrial Production Beats Forecasts as Capacity Utilization Rises to 76.9%
A stronger U.S. industrial report may reshape rate expectations, Treasury yield views and year-end sentiment toward cyclical equities.
October 16, 2026
Technology
CoreWeave’s Sell-Off Exposes Financing Risks Across the AI Infrastructure Trade
CoreWeave’s multi-day decline and rising bond yields are putting financing risk at the center of the AI infrastructure t…
Oct 16
Markets
Proofpoint’s $6.3 Billion Varonis Takeover Signals a New Cybersecurity M&A Wave
Proofpoint’s $6.3 billion all-cash deal for Varonis may reset cybersecurity valuations and encourage broader M&A among m…
Oct 16
Markets
Dow-Nasdaq Divergence Tests the AI Rally After CoreWeave Bond-Yield Shock
The Dow’s strength against a nearly flat Nasdaq signals rotation away from AI-linked momentum as CoreWeave’s bond shock …
Oct 16
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Markets
Varonis Takeover Puts Cybersecurity Consolidation and Merger Arbitrage in Focus
Oct 16, 2026
