AI infrastructure is still booming, but exceptional margins may be harder to sustain. Supply constraints are supporting ...
October's flat commodity performance masks dramatic sector rotation, with energy surging while metals and grains weaken, ...
The US PCE price index rose 0.5% in September 2026, the fastest in six months, driven by higher energy costs. Core PCE was up ...
US spot bitcoin funds recorded net outflows of about USD 773m across 22 and 23 October, ending a three-day run of inflows, ...
The S&P 500 expiry holding the Fed decision prices 0.60%, below Thursday and Friday, while implied correlation holds at the ...
Amazon, Alphabet and Microsoft face a trillion-dollar AI test. Can soaring cloud demand and record infrastructure spending ...
Microsoft fell after five of its last eight reports, yet its biggest move went up. Two mirror-image spreads show which way ...
Consumer staples and utilities offer another route for investors seeking more predictable demand and cash flows. ETFs such as ...
Implied correlation closed at a four-month high while dispersion held its median, before a Fed decision and three of the ...
VIX 17.52 | VIX FUTURES: 19.000 (Nov) | TERM STRUCTURE: CONTANGO | SKEW: ELEVATED (149.22) | MARKET REGIME: TRANSITIONING | ...
Anthropic filed its S-1 IPO prospectus yesterday, October 26, putting numbers behind what we already know about AI: demand is ...
UBS reports Q3 results on 28 October 2026. How a cash-secured put and a covered call let investors name a price while Swiss ...
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