Nebius Says Rising AI Compute Prices Challenge Neocloud Oversupply Fears
Nebius says rising AI computing prices could support neocloud economics, putting debt, financing costs and Nvidia’s GPU demand outlook under scrutiny.
United’s 2026 Outlook Cut Puts Fuel Costs at the Center of the Airline Trade
United Airlines lowered its 2026 outlook as fuel costs rose, while continued bookings despite higher…
What a Potential SpaceX-Tesla Merger Could Mean for TSLA Investors
Musk says Tesla and SpaceX committees will explore a merger, raising major questions about valuation…
The S&P 500 Level Traders Are Watching as Earnings Season Tests the Bull Market
CNBC identifies a critical S&P 500 technical level that could signal whether recent weakness is a bu…
GE Aerospace’s Higher 2026 Profit Outlook Highlights the Power of Services
GE Aerospace raised its 2026 profit forecast, with services strength emerging as the company’s centr…
Salesforce’s Braze Deal Puts Enterprise Software Consolidation Back in Focus
Salesforce’s proposed $47.50-per-share cash acquisition of Braze highlights renewed consolidation in…
GE Aerospace Raises 2026 Earnings Outlook as Services Cushion Market Volatility
GE Aerospace’s stronger 2026 earnings outlook highlights services resilience as Nasdaq futures weake…
Neocloud Sell-Off Tests the AI Infrastructure Trade Ahead of Meta and Tesla Earnings
Renewed weakness in data-center stocks and Nasdaq futures is testing whether the AI infrastructure t…
Oil Rally Puts Canadian Producers and Pipelines in Focus as Middle East Risk Escalates
Brent’s five-month high may aid Canadian producers, but inflation, weak risk sentiment and capital-a…
NYSE Extends Options Hours as U.S. Exchanges Race Toward Around-the-Clock Trading
NYSE’s extended-hours options move intensifies the race among U.S. exchanges to serve investors seek…