Oil Set for Second Weekly Decline as Supply Surplus Concerns Weigh on Crude
Crude is heading toward a second weekly decline as surplus signals and a 90-day US shipping-law waiver weigh on WTI and Brent.
90-Day Shipping Waiver Eases U.S. Oil Flows as Hormuz Risks Lift Logistics Stakes
A 90-day shipping-law waiver could ease U.S. oil and commodity bottlenecks, but Hormuz tensions are …
Cohere’s Cubic Deal Shows AI Firms Moving Deeper Into Cyber Defense
Cohere’s acquisition of Cubic highlights the convergence of AI models, cybersecurity and defense tec…
Norfolk Southern–Union Pacific Merger Spread Widens as CEO Remarks Rattle Arb Traders
The widening Norfolk Southern–Union Pacific spread highlights how CEO commentary can reshape perceiv…
ELEKTROS Reviews Potential New York Lithium Prospect Near Canadian Border
ELEKTROS is reviewing an early-stage New York lithium opportunity, but the property remains unsecure…
Cisco Bets Its AI Infrastructure Revenue Can Double as It Repositions for the Data-Center Boom
Cisco delivered better-than-expected quarterly earnings and forecast that AI infrastructure revenue …
Cerebras Shares Jump 13% as Microsoft Deal Expands Its AI Infrastructure Footprint
Cerebras shares rose 13% after beating quarterly revenue estimates, while its Microsoft partnership …
Oil Prices Face Surplus Pressure as Gulf Exports Recover and US Inventories Rise
Crude faces a tug of war between returning Gulf supply and geopolitical tensions, with rising US inv…
FTC’s Reported Challenge to $3.5 Billion Covetrus-MWI Deal Tests Merger-Arbitrage Assumptions
The FTC’s reported plan to block the $3.5 billion Covetrus-MWI merger raises the regulatory risk emb…
EMCOR’s P1 Construction Deal Extends the Industrial and Data-Center M&A Wave
EMCOR’s agreement to acquire P1 Construction highlights how industrial-services consolidation may tr…