Nasdaq Suffers Worst Month Since March 2025 as AI Spending Fears and Fed Risk Hit Tech
The Nasdaq Composite endured its worst month since March 2025 as AI cost concerns and renewed Fed hike risk pressured technology stocks.
Oil Heads for Fourth Monthly Gain as Hormuz Tanker Attack Raises Supply Risk
WTI crude jumped 2.5% to $104.98 as tanker-fire reports in the Strait of Hormuz intensified supply-r…
Apple Expands Agentic AI Strategy With Ascension Labs Acquisition
Apple’s Ascension Labs acquisition may strengthen its agentic AI capabilities as Big Tech competitio…
Global Payments Jumps as CD&R Takeover Report Puts Merger Arbitrage in Focus
Global Payments shares surged after reports of CD&R takeover interest, but traders still face a wide…
Oil Heads for Fourth Monthly Gain as Hormuz Attack Keeps Supply Risk in Focus
A tanker attack near Hormuz, a 40-million-barrel SPR loan and QatarEnergy’s LNG hedging keep energy …
LCI Board Rejects Monomoy’s Proposal, Backing Standalone Strategy
LCI Industries’ board unanimously rejected Monomoy’s unsolicited, non-binding approach, signaling co…
Starboard Presses Knife River for Margin Gains and Strategic Alternatives
Starboard Value is urging Knife River to improve margins and explore strategic alternatives, putting…
Steve Eisman’s AI Warning Puts Broader U.S. Equity Risk Back in Focus
Steve Eisman is becoming more conservative, warning that an AI trade tipping point could carry broad…
ADT’s $15 Billion Take-Private Deal Highlights Private Capital’s Appetite for Recurring Revenue
ADT’s confirmed $15 billion acquisition by Thrive Holdings turns earlier takeover speculation into o…
AI Data Center Boom Faces Insurance Bottleneck as Aon CEO Warns of Capacity Risk
Aon CEO Greg Case warns that concentration risk at AI data centers could constrain insurance capacit…