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• Strategy

  Alcoa’s Third-Quarter Profit More Than Doubles as Production Improves

  The aluminum producer earned $483 million and generated $472 million of free cash flow while advancing a major asset acquisition and operational restarts.

  By Anna Ferreira · Oct 18, 2026 · 3 min read

• Deals

  Proofpoint Agrees to Buy Varonis for $6.3 Billion in a Data-Security Consolidation

  The Thoma Bravo-backed buyer will pay $49.75 a share in cash, combining human-focused cyber defenses with Varonis’s data and AI-security platform.

  By Anna Ferreira · Oct 18, 2026 · 3 min read

• Deals

  IonQ Agrees to Buy Elisity for Up to $1.3 Billion in a Quantum-Security Expansion

  The all-stock transaction includes as much as $150 million of performance-based earnouts and gives IonQ an enterprise Zero Trust platform with more than 100 customer deployments.

  By Anna Ferreira · Oct 18, 2026 · 4 min read

• Leadership

  Netflix Names Peter Rice Chief Content Officer as Bela Bajaria Departs

  The former Disney and Fox executive will take control of Netflix’s global film, series and live-event organization on October 26.

  By Rooney Cius · Oct 18, 2026 · 3 min read

• Strategy

  Johnson & Johnson Raises Its Outlook, but MedTech Misses Expectations Again

  Pharmaceutical growth supported a modest guidance increase, while medical-device sales of $8.64 billion fell short of Wall Street expectations for a second consecutive quarter.

  By Anna Ferreira · Oct 18, 2026 · 5 min read

• Markets

  September Inflation Jumps to 3.7%, Repricing the Federal Reserve’s Next Move

  Consumer prices rose 0.6% in September as energy costs surged, sending stocks lower and increasing market expectations for another interest-rate increase.

  By Marcus Elrod · Oct 18, 2026 · 5 min read

• Careers

  Netflix Cuts About 1,000 Jobs in Its Largest Workforce Reduction Since 2022

  The roughly 6% reduction affects product, technology, legal and human-resources teams as the streamer concentrates resources ahead of its October 20 earnings report.

  By Dana Whitfield · Oct 18, 2026 · 5 min read

• Policy

  Bank of America Takes a $1.2 Billion Regulatory Charge as Profit Falls

  Treasury and the OCC imposed record anti-money-laundering penalties, while the bank reported third-quarter net income of $6.9 billion and weaker trading results.

  By Marcus Elrod · Oct 18, 2026 · 5 min read

• Deals

  CCC Intelligent Solutions Agrees to a $6.1 Billion Take-Private Deal With GTCR and Elliott

  Shareholders would receive $7.75 a share in cash, a 44% premium to the unaffected price, with the insurance-software company expected to leave Nasdaq in early 2027.

  By Anna Ferreira · Oct 18, 2026 · 5 min read

• Strategy

  UnitedHealth Raises Its 2026 Profit Outlook as Medical-Cost Control Improves

  The insurer lifted adjusted earnings guidance to at least $20.50 a share as its medical cost ratio improved to 88.4%, even while membership declined in several businesses.

  By Anna Ferreira · Oct 18, 2026 · 5 min read

• Tech

  Marvell Raises Its AI Growth Ambition With a $70 Billion-to-$90 Billion 2031 Revenue Target

  The chip designer lifted its fiscal 2028 outlook to roughly $20 billion and laid out a much larger long-range goal built on custom silicon and data-center connectivity.

  By Tomás Videla · Oct 6, 2026 · 4 min read

• Markets

  U.S.-Listed Brazilian Shares Surge After Flavio Bolsonaro Leads the First Round of Brazil's Election

  The iShares MSCI Brazil ETF closed up 13.33% and Nu Holdings rose 13.03% after a first-round result that polls had not predicted. A runoff is set for October 25.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Strategy

  Zscaler Reaffirms Its Fiscal 2027 Targets and Puts a $10 Billion ARR Goal in Front of Investors

  At a New York investor day, the security company held guidance for annual recurring revenue of $4.40 billion to $4.43 billion and framed agentic AI as the largest opportunity in its history.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Strategy

  Vaxcyte Moves to Raise $1 Billion After the Close, Hours After Its Phase 3 Vaccine Result

  The company launched a $500 million equity and pre-funded warrant offering alongside $500 million of convertible notes due 2032, after shares closed up 30.7% on trial data.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Retail

  Ariel Investments Urges Mattel's Board to Explore a Sale, Citing Its 5.4% Stake

  John W. Rogers Jr. wrote to directors asking them to weigh asset sales, a merger or an outright sale. It is the second activist push at the toymaker this year.

  By Dana Whitfield · Oct 6, 2026 · 2 min read

• Deals

  Energy Transfer Adds Vaquero Midstream for $2.625 Billion in Cash and Units

  The Delaware Basin gathering and processing system comes with about 100,000 dedicated acres and a complex that can be expanded to 1.2 billion cubic feet a day.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Strategy

  KKR Agrees to Buy Fund Administrator Gen II at a $5.1 Billion Enterprise Value

  The purchase from Hg and General Atlantic pushes the firm deeper into the back-office plumbing of the private funds industry rather than into a portfolio company.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Energy

  ONEOK Closes Its $4.425 Billion Brazos Midstream Purchase and More Than Doubles Midland Processing

  The assets bring roughly 600,000 dedicated acres on fixed-fee contracts averaging more than 12 years and lift the company's Midland Basin capacity toward 2.3 billion cubic feet a day.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Deals

  Skyworks Closes Its Qorvo Combination, Creating a Single U.S. Radio-Frequency Chipmaker

  Qorvo holders receive $32.50 in cash plus 0.960 Skyworks shares. The combined company targets at least $500 million in annual cost savings within 24 to 36 months.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Leadership

  NeoGenomics Sets Warren Stone as Next CEO and Flags About $209 Million in Third-Quarter Revenue

  The cancer-diagnostics company will hand the top job to its president and COO on January 4, move Tony Zook to executive chairman, and raise the midpoint of its revenue guidance.

  By Rooney Cius · Oct 6, 2026 · 2 min read

• Retail

  Lamb Weston Raises Its Fiscal 2027 Outlook After a First Quarter Above Its Own Expectations

  North America volume rose 7% for a seventh straight quarter of growth, but the frozen potato supplier flagged unexpected inflation in input costs and freight.

  By Dana Whitfield · Oct 6, 2026 · 2 min read

• Supply Chain

  Ondas Books a $56 Million Fuze Order for a European Munitions Program, and Its Shares Still Fall

  The order is the first for electronic safe and arm devices since Ondas bought GATE Technologies and Bron in September, routing production through Poland.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Markets

  S&P 500 and Nasdaq Close at Records While 10- and 30-Year Yields Reach Levels Last Seen in 2002

  Equities and the long end of the Treasury curve moved in opposite directions on Monday, with the Nasdaq up 1.05% to 27,477 and the 30-year yield settling near 5.70%.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Markets

  Futures Edge Higher as Long Treasury Yields Hold Near 24-Year Highs Before the Trade Report

  Oil fell for a third session and gold advanced, while the 30-year yield held above 5.6%. The August trade balance is due at 8:30 a.m. and Fed minutes arrive Wednesday.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Leadership

  Quest Diagnostics Narrows Catherine Doherty's Remit and Sets Her Retirement for July 2027

  From November 1 the executive vice president will oversee health systems, the company's Corewell Health joint venture and an undisclosed effort it calls Project Nova.

  By Rooney Cius · Oct 6, 2026 · 2 min read

• Policy

  USTR Formally Keeps the 2018 China Section 301 Tariffs in Force After Its Four-Year Review

  A notice filed Tuesday morning determines that neither the July 2018 nor the August 2018 action terminated on its anniversary, because domestic industries asked for them to continue.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Deals

  Uber Will Pay $2.3 Billion in Cash for ezCater and Its $400 Office Lunch Orders

  The corporate-catering platform handled more than $2.5 billion of gross bookings over the past 12 months. Uber says the deal adds to margins and should close within months.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Strategy

  Berkshire Lifts Its Lennar Stake Toward 12% as the Homebuilder's Shares Hit a 52-Week Low

  A Form 4 filed Monday shows another $192.6 million of purchases, taking the holding to about 28.4 million Class A shares. Lennar closed down 7% the same day.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Tech

  Cerebras Closes Up 9% After Sam Altman Calls the Chipmaker a Close OpenAI Partner

  A social-media post from OpenAI's chief executive sent the wafer-scale chip designer to $181.55, days after it announced two customer agreements outside OpenAI.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Deals

  CD&R and McKesson Agree to Buy Option Care Health for $32.05 a Share

  The home-infusion provider would go private at an enterprise value of about $5.8 billion, with McKesson taking a roughly 49% minority position alongside the private equity firm.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Supply Chain

  Boeing Takes a Seven-Year Award Worth Up to $14.7 Billion to Triple Patriot Seeker Output

  Lockheed Martin issued the undefinitized contract for PAC-3 MSE seekers built in Huntsville, Alabama, where Boeing says hundreds of jobs will be created.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Leadership

  Pinterest Hires Amazon's James Dibbo as Chief Financial Officer, Ending a Months-Long Search

  Dibbo starts October 26, taking over from Julia Brau Donnelly, who resigned in August. He spent a decade at Amazon, most recently as CFO for global entertainment and advertising.

  By Rooney Cius · Oct 6, 2026 · 2 min read

• Strategy

  Chevron Will Take a $3 Billion-to-$4 Billion Loss to Exit Its Bakken and DJ Basin Midstream Stakes

  The company is selling its Hess Midstream and DJ Basin crude midstream interests for $200 million in cash, deconsolidating about $3.7 billion of debt and resetting what it pays to move its own barrels.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Markets

  Moderna, Illumina and Neogen Slide Together as the Pandemic-Preparedness Trade Comes Off

  Three high-momentum health care names fell between 6.9% and 8.1% on Tuesday, following a World Health Organization assessment that played down plague risk in Russia.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Policy

  Trump's Diesel Tax Order Gives Treasury Until October 10 to Decide Whether It Is Authorized

  The executive order defers federal diesel excise taxes and waives penalties for highway use of dyed diesel. The statute it relies on covers disasters and military action, not price spikes.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Deals

  Paramount Closes Its $110 Billion Warner Bros. Discovery Takeover and Becomes Skydance Corp.

  The all-cash deal was cleared last week when a federal judge approved a settlement with 12 state attorneys general. The combined company is expected to trade as SKYD.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Retail

  Camping World Cuts Its 2026 Profit Outlook, Adds Job Cuts and Closes Four Dealerships

  The RV retailer now expects adjusted EBITDA below the $230 million bottom of its prior range, and is accelerating more than $150 million of cost reductions as unit sales soften.

  By Dana Whitfield · Oct 6, 2026 · 2 min read

• Energy

  Bloomberg Reports Alphabet Is Near a Nuclear Power Deal With Constellation Worth $1 Billion or More

  Constellation declined to comment and Google could not be reached. Capacity and location are reportedly not yet determined, and an announcement could come this week.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Retail

  RPM's Consumer Coatings Hold Up, but the Company Trims the Top of Its Fiscal 2027 Guidance

  First-quarter sales reached a record $2.22 billion. Management narrowed full-year sales and adjusted EBITDA growth to mid-single digits, citing raw-material inflation and a construction slowdown.

  By Dana Whitfield · Oct 6, 2026 · 2 min read

• Tech

  Penguin Solutions Guides to 40% Revenue Growth After a Quarter in Which Sales Jumped 68%

  Fourth-quarter net sales reached $566.7 million and the company set fiscal 2027 revenue guidance near $2.43 billion. It also named a permanent chief financial officer the same day.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Supply Chain

  Unifor Sets Strike Authorization Votes at Stellantis Canada With Brampton's Sale at the Center

  Members vote October 17 and 18, with results on October 19. Talks have been stalled since September 11 over the idled Brampton plant and job security.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Policy

  Supreme Court Hears Suncor's Bid to Block Boulder County's Climate-Deception Suit

  More than two dozen similar cases are paused pending the outcome. Justice Thomas pressed counsel on whether the Court should be hearing the case at all.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Leadership

  A Werner Enterprises Director Resigns to Take an Executive Job at Another Trucking Company

  Jack A. Holmes left the board effective October 5 to avoid what the filing calls potential operational or governance conflicts. The company's disclosure does not name his new employer.

  By Rooney Cius · Oct 6, 2026 · 2 min read

• Energy

  Oil Falls a Third Session After Saudi Aramco Cuts Its November Asia Pricing to a Six-Year Low

  The move landed Monday and the selloff followed during Asian hours. Gulf exports have recovered past pre-war levels even with Hormuz transits still near a standstill.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Policy

  India's Finance Minister Says Trade Talks With Washington Have Reached a Plateau

  Nirmala Sitharaman said moving beyond the current point would be "very, very difficult" for both sides, a week after the U.S. trade representative said no deal was imminent.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Tech

  Boost Run Signs a Five-Year, $525.6 Million AI Cloud Agreement With an Unnamed Customer

  The deal lifts total contracted revenue commitments above $2.6 billion. Shares rose about 10% pre-market; the counterparty is described only as a leading sovereign AI company.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Tech

  AMD's Lisa Su Says the Company Will Substantially Increase Chip Supply in 2027

  Speaking in Taipei on her third Taiwan visit of the year, the chief executive said AMD is raising its planned Taiwan investment above the $10 billion announced in May.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Supply Chain

  BD Pledges $19 Billion in U.S. Spending in Exchange for Relief From Future Medical-Device Tariffs

  The agreement would lift the share of consumables BD supplies domestically to about 80% and make all its U.S. needles here. Relief is contingent on milestones and on final Section 232 determinations.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Careers

  ADP's Weekly Payroll Gauge Accelerates for a Fifth Straight Week to 23,750 Jobs

  The four-week average through September 19 is the highest of the twelve weeks in the report, even as white-collar categories have been shedding positions.

  By Dana Whitfield · Oct 6, 2026 · 2 min read

• Retail

  Red Robin Refinances Into a $115 Million Credit Facility After Selling 108 Company Restaurants

  The burger chain's 8-K shows a five-year facility maturing in 2031 at SOFR plus 275 to 350 basis points, funded alongside roughly $96 million of expected refranchising proceeds.

  By Dana Whitfield · Oct 6, 2026 · 2 min read

• Deals

  IES Holdings Closes Its $691 Million Purchase of Steel Fabricator DBM Global

  The cash-and-stock deal adds a $1.5 billion-revenue structural steel platform and about 4,000 employees, and hands seller INNOVATE Corp. roughly $413 million in cash.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Markets

  New York Fed Has Reviewed Private-Credit Exposure at Four Large Banks Since Spring, Semafor Reports

  Site visits at JPMorgan, Wells Fargo, Barclays and Morgan Stanley examined collateral quality and risk management. All four banks and the Fed declined to comment.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Energy

  Black Hills Signs a 22-Year Deal to Power Google's Cheyenne Data Center and Will Build $1.8 Billion of Gas Generation

  Agreements effective September 30 run through 2048 and cover up to 590 megawatts of grid service, with Google carrying the project costs and posting $399 million of refundable equipment advances.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Careers

  A Leaked Email Points to a Wider Oracle Voluntary Exit Program With Six Weeks' Severance

  Screenshots circulating since early Tuesday describe a separation program expanded to more eligible groups, aimed at staff who completed coaching without meeting expectations. Oracle has not commented.

  By Dana Whitfield · Oct 6, 2026 · 2 min read

• Leadership

  Stryker Will Hand the Chief Executive Job to Spencer Stiles on January 1

  Kevin Lobo, who tripled annual net sales over 14 years, becomes executive chair. The medical device maker filed an 8-K alongside the announcement.

  By Rooney Cius · Oct 6, 2026 · 2 min read

• Tech

  Zeta Global Will Buy Senso to Bring AI Engineering for Chatbot-Era Search In-House

  The marketing-technology company is acquiring the Y Combinator-backed startup behind its generative engine optimization product. Terms were not disclosed.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Policy

  FTC Warns 24 Large Health Care Companies That Price Disclosures May Violate the FTC Act

  The agency told the companies that complying with CMS transparency rules is not a safe harbor, and urged a comprehensive review of how they quote the cost of scheduled care.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Supply Chain

  Alvotech Moves Biosimilar Drug-Substance Production to Syracuse Under a LOTTE Biologics Deal

  The New York plant has 40,000 liters of bioreactor capacity and cleared an FDA inspection with no observations. Financial terms were not disclosed.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Tech

  Seagate Falls 9% and Western Digital 7% as the Fight Over Hard-Drive Supply Widens to TDK's Head Business

  Toshiba has said it aims to nearly double drive output by fiscal 2027. Bloomberg reported Tuesday that Seagate has outbid Toshiba for TDK's magnetic-recording-head unit.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Policy

  FinCEN's Withdrawal of Its Crypto Mixing and Self-Custody Wallet Proposals Reaches the Federal Register

  Two notices published Tuesday formally pull a 2023 proposed special measure on convertible virtual currency mixing and a proposal covering unhosted wallets.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Careers

  HubSpot Cuts 660 Jobs and Tells Staff the Decision Is 'Not Driven by AI-Related Efficiencies'

  The software company will take $65 million to $75 million of restructuring charges, mostly this quarter, while reaffirming its 2026 guidance.

  By Dana Whitfield · Oct 6, 2026 · 2 min read

• Energy

  TeraWulf Doubles Its Contracted Power at the Muskie Campus to a Full Gigawatt

  An amended agreement with Kentucky Power lifts the Eastern Kentucky site from 500 megawatts to 1,000 and pulls the second phase forward to 2029. Shares fell 5.13%.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Energy

  Matador Details Its Paloma Integration After Closing a $1.255 Billion Delaware Basin Deal

  The purchase adds about 16,500 net acres in Eddy and Lea counties and more than 156 net locations, and the company plans to pay down $350 million to $400 million of credit facility borrowings.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Strategy

  Lucid Builds Fewer Cars Than It Sells in the Third Quarter as Its Operating Reset Drains Inventory

  The electric-vehicle maker produced 2,954 vehicles and delivered 3,806 in the quarter, having cut a second shift at its Arizona plant in June.

  By Anna Ferreira · Oct 6, 2026 · 2 min read

• Markets

  S&P 500 Closes at Another Record as Long Yields Back Off Their Multi-Decade Highs

  The index finished Tuesday at 7,818.93 while the 10-year Treasury yield eased to 5.275%. A $58 billion three-year note auction drew in-line demand, and small caps went the other way.

  By Marcus Elrod · Oct 6, 2026 · 2 min read

• Retail

  Constellation Brands Beats on Beer Volumes but Keeps a Fiscal 2027 Forecast Below the Street

  Second-quarter net sales rose 6% to $2.63 billion and comparable earnings came in at $3.74 a share. Management left its full-year range at $11.20 to $11.90, a midpoint under the analyst consensus.

  By Dana Whitfield · Oct 6, 2026 · 2 min read

• Leadership

  Paramount Names Skydance Division Leaders Ahead of Expected Warner Bros. Discovery Closing

  The newly announced lineup assigns streaming, television, film and news responsibilities, adding detail beyond the previously disclosed co-CEO structure.

  By Rooney Cius · Oct 5, 2026 · 3 min read

• Tech

  Qualcomm and Huawei Agree to Broad Patent Cross-Licensing and a U.S. Patent Purchase

  The companies’ agreement covers 5G, computing, AI and networking, with completion subject to regulatory approvals.

  By Tomás Videla · Oct 5, 2026 · 3 min read

• Leadership

  Chevron Moves CFO Eimear Bonner Into Oil and Gas Leadership, Names Jeff Gustavson Finance Chief

  The changes take effect January 1, 2027, while Mark Nelson retains the vice chairmanship with a strategy and business development remit.

  By Rooney Cius · Oct 5, 2026 · 3 min read

• Markets

  U.S. Services Growth Slows as ISM Reports Higher Input Prices and Longer Delivery Times

  September’s services PMI fell to 54.9, while the prices index rose to 74.0 and the employment measure returned just above the expansion threshold.

  By Marcus Elrod · Oct 5, 2026 · 3 min read

• Markets

  Week in Review: A 29,000-Job September Resets the Fed Debate as the Dow Gives Back 1.3%

  Long yields touched a 24-year high before retreating, oil round-tripped above $100, and Friday's weak payrolls report pushed October rate-hike odds down sharply. The Nasdaq finished the week higher; the Dow and S&P 500 did not.

  By Marcus Elrod · Oct 5, 2026 · 4 min read

• Markets

  Week Ahead: September Fed Minutes, the Warner Bros. Discovery Closing and the First Third-Quarter Earnings

  A thin economic calendar leaves the Federal Reserve's Sept. 15-16 minutes as the week's macro centerpiece, while a $44 billion media closing, an S&P 500 reshuffle and the opening earnings reports crowd the corporate diary.

  By Marcus Elrod · Oct 5, 2026 · 4 min read

• Deals

  Schneider Electric Agrees to Buy PTC for $22.6 Billion, a 42% Premium to Friday's Close

  The all-cash offer of $205 a share values the Boston industrial-software company at $23.7 billion including debt and would end its Nasdaq listing.

  By Anna Ferreira · Oct 5, 2026 · 2 min read

• Supply Chain

  GE HealthCare Will Pay $945 Million for SOFIE Biosciences to Own the Final Mile of PET Tracer Supply

  The all-cash deal brings 15 contract-manufacturing sites and 21 cyclotrons, and GE HealthCare expects it to add to revenue growth and earnings in the first full year.

  By Priya Raghavan · Oct 5, 2026 · 2 min read

• Leadership

  Juan Andres Returns to Moderna as Chief Operating Officer Today as Jerh Collins Retires

  The newly created role reports to Stephane Bancel and carries an $800,000 salary with annual equity targeted at $4 million to $5 million.

  By Rooney Cius · Oct 5, 2026 · 2 min read

• Retail

  Walmart's Seven-Day Deals Event Opens Today, Two Days Before Amazon's Prime Big Deal Days

  Walmart is promoting up to 50% off home goods with no membership required, while Amazon's 48-hour event on October 6 and 7 is open only to Prime members.

  By Dana Whitfield · Oct 5, 2026 · 2 min read

• Markets

  Vaxcyte Surges Pre-Market After Its 31-Valent Pneumococcal Vaccine Meets Every Phase 3 Endpoint

  VAX-31 matched or beat Prevnar 20 and Capvaxive across shared serotypes in the 4,047-person OPUS-1 trial, but a licensing application is not planned until the first half of 2028.

  By Marcus Elrod · Oct 5, 2026 · 2 min read

• Careers

  A Federal Judge Orders the Bureau of Prisons to Restore the Union Contract It Scrapped in 2025

  The preliminary injunction covers more than 30,000 workers at 122 facilities, and the court found the government's stated justification was pretextual.

  By Dana Whitfield · Oct 5, 2026 · 2 min read

• Strategy

  GEO Group Sells Its Adelanto Complex to Homeland Security for $950 Million and Lifts Its Buyback to $1.25 Billion

  The sale of three California facilities totaling 2,644 beds should net about $705 million, and GEO keeps the support-services contract through 2034.

  By Anna Ferreira · Oct 5, 2026 · 2 min read

• Policy

  G7 Agrees to Release Up to 100 Million Barrels of Diesel and Crude, With Most of the Diesel Inside 20 Days

  The IEA-coordinated release, announced from the Elysee on Friday, came with a pledge by members not to impose energy export bans on one another.

  By Marcus Elrod · Oct 5, 2026 · 2 min read

• Energy

  We Energies Asks Wisconsin Regulators to Let Oracle Subscribe to Up to a Fifth of Point Beach's Output

  The utility says the nuclear arrangement for an Oracle and OpenAI data center could save other customers roughly $300 million in fuel costs over five years.

  By Priya Raghavan · Oct 5, 2026 · 2 min read

• Tech

  Applied Optoelectronics Raises $588 Million in Its Third At-the-Market Offering of the Year

  The AI-datacenter optics supplier sold 5.69 million shares at an average $105.36 and will direct the proceeds toward manufacturing expansion, debt and working capital.

  By Tomás Videla · Oct 5, 2026 · 2 min read

• Careers

  More Than 4,000 Brigham and Women's Nurses Set an Open-Ended Strike for October 14

  The Massachusetts Nurses Association calls it the largest open-ended nurse strike in state history, after 25 bargaining sessions, a one-day walkout and a four-day lockout.

  By Dana Whitfield · Oct 5, 2026 · 2 min read

• Markets

  Futures Point Higher Before the Open as Traders Pare Bets on Another Fed Increase

  S&P 500 futures were modestly higher early Monday after Friday's 0.7% advance, with CME data showing a 77.9% chance the Fed holds at 3.75% to 4%.

  By Marcus Elrod · Oct 5, 2026 · 2 min read

• Policy

  Private Tallies Put the Fiscal 2026 Deficit Near $2 Trillion While Treasury's Final Statement Is Still Pending

  The Committee for a Responsible Federal Budget estimates a $2 trillion gap, 6.2% of GDP, with interest costs of $1.1 trillion, a record 3.4% of output.

  By Marcus Elrod · Oct 5, 2026 · 2 min read

• Deals

  C.H. Robinson Will Buy RXO for $5.8 Billion in Cash and Stock, Targeting $300 Million in Synergies

  RXO holders would receive $17.25 in cash plus 0.0856 C.H. Robinson shares, an implied $30.25 a share, and about 11% of the combined broker.

  By Anna Ferreira · Oct 5, 2026 · 2 min read

• Strategy

  Alector Hands Genentech Global Rights to Its Parkinson's Enzyme Therapy for $100 Million Up Front

  Milestones could reach $1.17 billion, and chief executive Arnon Rosenthal says the agreement pushes Alector's cash runway into 2029.

  By Anna Ferreira · Oct 5, 2026 · 2 min read

• Tech

  Flex Lands a $2 Billion Preferred Investment in Axiom at a $37.5 Billion Value Before Its 2027 Spinoff

  General Catalyst and Koch Equity Development are leading a Series A convertible preferred that pays 10% until the separation, expected in the first quarter of 2027.

  By Tomás Videla · Oct 5, 2026 · 2 min read

• Supply Chain

  Kratos Books More Than $100 Million in Space-Intelligence and Cyber Contracts Without Naming Customers

  The awards cover prototype mission applications, radio-frequency signal processing and offensive cyber work, with customers, durations and terms withheld.

  By Priya Raghavan · Oct 5, 2026 · 2 min read

• Energy

  Brent Holds Above $102 and Murban Reaches $110 as Hormuz Risk Widens the Brent-WTI Gap Past $11

  Tanker shortages, higher insurance costs and longer voyages are lifting seaborne grades while landlocked West Texas Intermediate trades near $91 a barrel.

  By Priya Raghavan · Oct 5, 2026 · 2 min read

• Retail

  Edmunds Expects Third-Quarter New-Vehicle Sales to Slip 0.7% to 4.08 Million

  The forecaster sees replacement demand holding the market up while financing costs and fuel prices weigh, a more cautious read than Cox Automotive's.

  By Dana Whitfield · Oct 3, 2026 · 2 min read

• Markets

  Ten-Year Yield Reaches 5.297%, a 24-Year High, as October Trading Opens

  Long rates kept climbing even after a cooler inflation print, leaving the first session of the fourth quarter to open against the highest 10-year yield since 2002.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Strategy

  Accenture Caps Fiscal 2026 With $74.2 Billion in Revenue and Guides Fiscal 2027 Growth to 3%-6%

  A record 141 bookings of $100 million or more in the quarter, and a guidance range that starts below this year's growth rate, set up the Oct. 14 investor day.

  By Anna Ferreira · Oct 3, 2026 · 2 min read

• Strategy

  Corteva Completes Its Split, Distributing Vylor Seed Shares After an Appeals Court Clears the Way

  Holders received one Vylor share for each Corteva share before Thursday's open, leaving Corteva with crop protection and digital and Vylor with seed and genetics.

  By Anna Ferreira · Oct 3, 2026 · 2 min read

• Careers

  Employers Announced 43,281 Job Cuts in September, the Fewest for the Month Since 2022

  Challenger's tally is down 18% from August and 20% from a year earlier, but AI has now become the single most cited reason for cuts in 2026, and seasonal hiring is running well behind last year.

  By Dana Whitfield · Oct 3, 2026 · 2 min read

• Tech

  Google Releases Gemini 4 Argon to Cyber Defenders First, Without Cyber Guardrails

  The model goes to a vetted group through Google's Fairwind Program before a broader API rollout, with a one-million-token output limit and introductory pricing of $2 per million input tokens.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Tech

  Robinhood Plans Weekend Stock Trading and In-App AI Agents That Can Place Trades

  The brokerage laid out agentic trading, 24/7 weekend equities on the Bruce ATS, crypto perpetual futures with up to 10x leverage and Cboe earnings contracts, most of it pending regulatory review.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Deals

  Progress Software Details Its $400 Million Domo Purchase and Raises Full-Year Revenue Guidance

  The deal closed Sept. 22 at 1.4 times steady-state revenue; Progress now guides fiscal 2026 revenue to as much as $1.05 billion, with margins compressing during integration.

  By Anna Ferreira · Oct 3, 2026 · 2 min read

• Policy

  FTC Is Reported to Be Investigating OpenAI, Anthropic and Other AI Developers Over Consumer Risks

  Civil investigative demands are said to be coming within weeks, covering rogue agents, chatbot effects on children, health data handling and AI-driven cyberattacks. The agency has not confirmed the inquiry.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Policy

  Kashkari Says Inflation Is Still Too High and Pencils In One More Rate Increase This Year

  The Minneapolis Fed president held a hawkish line even after core PCE cooled to 3.0%, as markets trimmed October hike odds to roughly 40%.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Leadership

  The Hartford Names President Mo Tooker Chief Executive Effective March 1

  Christopher Swift will move to executive chair and step down in the second half of 2027, with Tooker joining the board on Oct. 1 ahead of the handover.

  By Rooney Cius · Oct 3, 2026 · 2 min read

• Energy

  Constellation and Amazon Sign a 20-Year Deal Adding 190 Megawatts at Calvert Cliffs

  The agreement underwrites more than $3 billion of Maryland investment and an uprate that brings new nuclear capacity online between 2030 and 2032.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Deals

  CareTrust Commits £1.1 Billion to 45 New U.K. Care Homes, With 24 Closing First for £576 Million

  The forward-purchase agreement with LNT Care Developments staggers closings into 2027 and anticipates a conversion to a managed structure by the fourth quarter of that year.

  By Anna Ferreira · Oct 3, 2026 · 2 min read

• Supply Chain

  Navy Picks Boeing to Build the F/A-XX, Its First Sixth-Generation Carrier Fighter

  The award, reported at about $20 billion, puts Boeing's St. Louis plant on two advanced fighter programs at once and leaves Northrop Grumman without the work.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Supply Chain

  Navy Awards RTX's Raytheon Up to $24.4 Billion for SM-6 Interceptors, With Funding Not Yet Appropriated

  The multiyear contract runs five years with two option years, aimed at replenishing stockpiles drawn down by Middle East conflicts. Industry executives told Reuters Congress has not funded it.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Careers

  Boeing's Engineers and Technicians Ratify Four-Year Contracts, Averting a Strike; the Technical Unit Passed by 268 Votes

  SPEEA's professional unit approved by 67.62% and its technical unit by 53.48%, ending a standoff that had threatened 777-9 certification work. A 10% general wage increase takes effect Oct. 2.

  By Dana Whitfield · Oct 3, 2026 · 2 min read

• Retail

  Nike's 'Pace' Overhaul Targets $2.5 Billion in Savings and $1 Billion in Charges, With Fewer Roles From 2027

  The program disclosed under Item 2.05 of an 8-K realigns Nike into three geographies, adds an India campus and modernizes the supply chain. No headcount figure has been disclosed.

  By Dana Whitfield · Oct 3, 2026 · 2 min read

• Deals

  onsemi Recuts Its Synaptics Deal to $123 a Share in Cash, Trimming the Value to $5.7 Billion After a Rival Approach

  The 8-K discloses an unsolicited proposal from a bidder identified only as "Party A," which Synaptics's board briefly deemed a superior proposal before renegotiating with onsemi.

  By Anna Ferreira · Oct 3, 2026 · 2 min read

• Policy

  New Mexico Asks a Judge for Up to $40 Billion From Meta Over Cambridge Analytica; Meta Wants the Figure Capped at $3.45 Billion

  A jury found Meta liable for more than 43 million violations of state consumer-protection law. Meta's counsel called the state's request an "astronomical penalty" that would violate the Constitution.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Tech

  Palantir Names Armada Its First Certified Modular Data Center Partner for Sovereign AI Deployments

  The partnership pairs Palantir's software stack with Armada's Galleon modular data centers for on-grid, off-grid or air-gapped deployments. No contract value or minimum commitment was disclosed.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Supply Chain

  CMA CGM Closes Its $1.4 Billion Purchase of FedEx Supply Chain, Doubling Ceva's North American Workforce

  The deal adds about 10,000 employees, 34 million square feet of warehouse space and roughly 130 customers, and makes CMA CGM a preferred non-exclusive ocean carrier for FedEx.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Leadership

  Paramount Skydance Discloses Ynon Kreiz's Pay: Salary Rising to $5 Million and 3.9 Million Class B Shares

  An 8-K filed after Thursday's close sets out the incoming co-chief executive's terms for the first time — and states that David Ellison remains the company's sole principal executive officer.

  By Rooney Cius · Oct 3, 2026 · 2 min read

• Energy

  Venture Global Signs a 20-Year LNG Supply Agreement With ConocoPhillips for 1 Million Tonnes a Year From 2030

  The sales and purchase agreement covers roughly 20 million tonnes over its term. Venture Global did not name a supplying facility or disclose pricing or delivery terms.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Energy

  Crude Plunges Nearly 4% as Europe Weighs a 50 Million-Barrel Diesel Release Under U.S. Export-Ban Pressure

  Reuters reports the Trump administration pressed France and Germany to release diesel stocks within 20 days or face a unilateral U.S. export ban. A European Commission spokesperson said a ban "would not be beneficial to anyone."

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Tech

  Applied Digital Brings Another 75 Megawatts Online in North Dakota, Lifting Polaris Forge 1 to 250 MW

  Three more 25-megawatt data halls energized in Building 2, which is now fully operational at 150 MW. The company has 150 MW of its 400 MW contracted buildout left to deliver.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Strategy

  Integra LifeSciences Cuts 2026 Guidance After Cincinnati Flooding, With Full Manufacturing Not Back Until Q2 2027

  The company put the third-quarter revenue hit at about $7 million and guided to a fourth-quarter impact of $15 million to $20 million, trimming full-year revenue and adjusted earnings outlooks.

  By Anna Ferreira · Oct 3, 2026 · 2 min read

• Retail

  Federal Realty Agrees to Buy Birmingham's Summit Center for $508 Million

  The 870,000-square-foot Alabama open-air center is 92% occupied with more than 110 tenants, over 30 of which have no other location in the state.

  By Dana Whitfield · Oct 3, 2026 · 2 min read

• Markets

  Futures Rise and Long Yields Back Off Multi-Decade Highs as Traders Wait on the September Jobs Report

  Stock-index futures pointed higher and the 10-year Treasury yield eased toward 5.24% before the Labor Department's 8:30 a.m. payrolls print, with market pricing still leaning toward another Federal Reserve increase rather than a cut.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Policy

  Fed's Jefferson Says Inflation Has Been 'Too High for Too Long' but Will Not Commit to Another Increase

  The vice chair put headline PCE inflation at 3.4% in August and called 4.1% unemployment near maximum employment, as traders cut the odds of an October hike to roughly a quarter.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Markets

  French Borrowing Costs Reach a 2002 High and the Euro Slides as the 2027 Budget Lands

  The French-German 10-year spread widened to about 141 basis points, the most since the euro-zone debt crisis, and European bank shares fell sharply before a partial Friday rebound.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Strategy

  Modine Spins Performance Technologies Into Gentherm in a $946 Million Reverse Morris Trust and Plans a Rename

  Modine shareholders received 0.44619 Gentherm shares each and now hold about 43.6% of the combined company. Modine took a $156 million cash distribution, cut from $210 million, and intends to become Modexus Solutions.

  By Anna Ferreira · Oct 3, 2026 · 2 min read

• Leadership

  Hub Group's Yeager Family Removes Three Directors by Written Consent as a Nasdaq Delisting Hearing Nears

  Six of nine directors left the board in a single day. The logistics company is overdue on its 2025 Form 10-K and two quarterly reports, with a hearings-panel date set for Oct. 27.

  By Rooney Cius · Oct 3, 2026 · 2 min read

• Careers

  Foghorn Cuts Headcount From 106 to 65 After Eli Lilly Exits Their Cancer Collaboration

  The partners halted FHD-909 following Phase 1 dose-escalation data, and Foghorn says its remaining cash funds operations into the second half of 2029.

  By Dana Whitfield · Oct 3, 2026 · 2 min read

• Strategy

  Nuveen Completes Its Schroders Takeover, Creating a $2.6 Trillion Asset Manager

  Schroders will run as a distinct unit for 12 to 18 months, with group chief executive Richard Oldfield reporting to Nuveen chief executive William Huffman.

  By Anna Ferreira · Oct 3, 2026 · 2 min read

• Supply Chain

  BYD's September Sales Rise 17% to 463,561 as Exports Jump 154% and Chinese Volumes Fall 13%

  Overseas deliveries reached 180,700 units, nearly 39% of the total, a mix shift that pushes more Chinese production capacity into export markets.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Energy

  Brent Crude Moves Back Above $100 After Chinese Refiners Suspend October Fuel Exports

  WTI settled near $92.87, up about 2.7%, with PetroChina reported to have cancelled cargoes and additional U.S. troops reported to be heading to the Middle East.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Markets

  Payrolls Rise Just 29,000 in September and Stocks Close Higher as October Rate-Hike Odds Fade

  The Labor Department also revised July into negative territory, and traders trimmed the odds of a Federal Reserve increase this month to roughly 18%.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Markets

  Nvidia Sets an Intraday Record and a $5.7 Trillion Market Value as the Nasdaq Leads Friday's Advance

  The Nasdaq Composite rose 1.12% on the session, but one widely cited breadth measure put three-quarters of S&P 500 members below their 50-day averages.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Tech

  Seagate and Western Digital Sink About 10% on a Report That Toshiba Will Double Hard-Drive Output

  Nikkei reported Toshiba plans to double HDD production by fiscal 2027. Both U.S. storage makers remain sharply higher for 2026 even after Friday's drop.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Careers

  Lyft Will Pay $272.5 Million to Settle California Driver Misclassification Claims

  California and three cities called it the largest wage-theft settlement in state history. Lyft says its drivers "have always been properly classified under the law."

  By Dana Whitfield · Oct 3, 2026 · 2 min read

• Tech

  HPE Jumps Nearly 8% on a $1.2 Billion Vultr Order and a Raised Fiscal 2027 Networking Forecast

  The order pairs AMD Helios AI rack systems with HPE networking switches, and the company lifted its networking growth outlook weeks after setting it.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Careers

  Hiring Nearly Stalled in September, and Revisions Turned July Into a Month of Job Losses

  Health care accounted for 17,000 of the month's 29,000 jobs, participation held at 61.8%, and wage growth slowed to 3.0% from a year earlier.

  By Dana Whitfield · Oct 3, 2026 · 2 min read

• Deals

  David Ellison Says the Combined Paramount and Warner Bros. Discovery Will Be Called Skydance

  The roughly $110 billion combination is expected to close October 6, days after a federal judge approved a settlement with state attorneys general.

  By Anna Ferreira · Oct 3, 2026 · 2 min read

• Policy

  Fair Isaac Falls Again on a Report That FHFA Will Cut Mortgage Credit Pulls From Three Bureaus to Two

  Bloomberg reported the change could be announced as soon as October 12, days after Fannie Mae and Freddie Mac opened their pricing grid to VantageScore.

  By Marcus Elrod · Oct 3, 2026 · 2 min read

• Retail

  Tesla Delivers 486,532 Vehicles in the Third Quarter, Beating Estimates but Trailing Last Year

  Deliveries exceeded production by about 22,000 vehicles, and energy storage deployments of 13.7 gigawatt-hours fell short of Wall Street's estimate.

  By Dana Whitfield · Oct 3, 2026 · 2 min read

• Supply Chain

  Freeport Says Grasberg's Mill Is Running at About Two-Thirds of Normal and Defers 60,000 Ounces of Gold

  The miner's third-quarter operational update put copper output near 830 million pounds and lifted its unit net cash cost estimate by about 5%.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Energy

  Flowco Closes Its $113 Million Purchase of Lifting Solutions, Funded With Revolver Borrowings

  The deal adds artificial lift manufacturing in Canada and the Middle East, and management expects it to add to earnings and free cash flow per share.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Retail

  Macau Casino Revenue Falls 1.2% in September to the Lowest Month of 2026

  Gross gaming revenue came in at MOP18.06 billion, about US$2.23 billion, a fourth consecutive year-on-year decline, leaving nine-month receipts up 3.2%.

  By Dana Whitfield · Oct 2, 2026 · 2 min read

• Markets

  Stocks Edge Higher to Start October as the 10-Year Yield Retreats From a 24-Year High

  The major indexes finished narrowly in the green after the 10-year Treasury yield pushed above 5.33% intraday, its highest since 2002, then fell back toward 5.25% by the close.

  By Marcus Elrod · Oct 2, 2026 · 2 min read

• Retail

  Nike Revenue Falls 4% to $11.2 Billion and the Company Guides Fiscal 2027 Sales Down High Single Digits

  First-quarter results released after Thursday's close showed Greater China revenue down 22% and Converse down 28%, even as gross margin expanded 60 basis points to 42.8%.

  By Dana Whitfield · Oct 2, 2026 · 2 min read

• Strategy

  AT&T Commits More Than $3 Billion to Corning Fiber in Multi-Year Supply Agreement

  The carrier will buy U.S.-manufactured optical fiber and cable from Corning as it works toward reaching 60 million Americans by the end of 2030.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Markets

  Stocks Close Slightly Lower as Consumer Confidence Falls to 81.9, a More Than 12-Year Low

  The Conference Board's index dropped 6.7 points in September and August job openings came in below forecasts, leaving the major U.S. equity benchmarks modestly in the red.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Strategy

  Ameriprise Authorizes Another $5.5 Billion of Share Repurchases Through September 2028

  The new authorization is roughly an eighth of the asset manager's market capitalization and follows an April 2025 program with about $1.1 billion still remaining.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Retail

  Carnival Posts Record Third-Quarter Revenue and Net Income, Lifts Full-Year Outlook Again

  Revenue reached $8.4 billion and customer deposits hit a third-quarter record $7.6 billion as the cruise operator raised its 2026 adjusted net income guidance by more than $150 million.

  By Dana Whitfield · Oct 1, 2026 · 5 min read

• Leadership

  Disney Cuts a Few Hundred Jobs in HR and Technology, the First Round Under Josh D'Amaro

  The reductions, reported by multiple outlets Tuesday, are the third round at the company this year and the first since the new chief executive took over in March.

  By Rooney Cius · Oct 1, 2026 · 5 min read

• Leadership

  Verizon Elects Charles Phillips to Its Board, Expanding the Directorship to 10

  The Recognize Partners co-founder and former Oracle president joins a board being reshaped under Chief Executive Dan Schulman.

  By Rooney Cius · Oct 1, 2026 · 5 min read

• Tech

  Netlist Asks the ITC to Bar Imports of Micron HBM Chips Used in Google, Nvidia and Broadcom Hardware

  The memory patent holder is seeking exclusion and cease-and-desist orders covering downstream AI servers and accelerators, escalating a long-running dispute.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Deals

  Caterpillar Agrees to Buy John Fabick Tractor, Taking Ownership of a 37-Location Cat Dealership

  The century-old dealer covers Wisconsin, Michigan's Upper Peninsula and parts of Missouri and Illinois in a rare move by the manufacturer into its own distribution network.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Deals

  Oura Postpones Its Nasdaq IPO, Citing Market Uncertainty

  The smart ring maker had filed to sell 55 million shares at $40 to $44, a deal that would have raised as much as $2.2 billion.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Tech

  Google Challenges EU Orders to Open Android to Rival AI Assistants and Share Search Data

  Alphabet has taken two Digital Markets Act compliance decisions to the General Court in Luxembourg, arguing the search-data requirement would harm user privacy.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Supply Chain

  L3Harris Wins Seven-Year THAAD Propulsion Contract Worth More Than $6 Billion

  The award from Lockheed Martin funds a new manufacturing facility for solid rocket boost motors and expanded divert and attitude control production.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Careers

  Job Openings Fell to 7.08 Million in August, Below Forecasts

  The Labor Department's JOLTS report showed openings down from a revised 7.34 million in July, while hires, quits and layoffs were all little changed.

  By Dana Whitfield · Oct 1, 2026 · 5 min read

• Supply Chain

  Cleveland-Cliffs' Stelco to Indefinitely Idle Hamilton Finishing Lines, Blaming U.S. Steel Tariffs

  Winddown of cold-rolled and coated operations at the Ontario plant begins October 9, with affected workers offered positions at Lake Erie Works.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Careers

  Paychex Index Shows Small-Business Employment Steady as Wage Growth Slows Below 3%

  The September Small Business Employment Watch put the jobs index at 99.15 and hourly earnings growth at 2.78%, a counterpoint to a softening national picture.

  By Dana Whitfield · Oct 1, 2026 · 5 min read

• Policy

  New York Fed's Williams Sees 'No Need for Urgency' but Says One More Hike May Fit Late This Year

  Speaking in Buffalo, the FOMC vice chair called inflation at 3.7% 'unquestionably too high' while describing the labor market as solid.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Policy

  FDA Warns Neogen Over Fungal Contamination Linked to Illness in Nearly 100 Horses

  The agency calls it the largest number of equine deaths ever tied to a quality defect in an FDA-regulated veterinary medical product.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Energy

  NRC Issues the First U.S. Construction Permit for a BWRX-300 Small Modular Reactor

  The Tennessee Valley Authority can now build Clinch River Unit 1 near Oak Ridge, a milestone for GE Vernova Hitachi's 300-megawatt design.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Energy

  Plug Power Signs 280 MW Electrolyzer Deal With Arcadia eFuels for a Danish Jet Fuel Project

  The partnership covers more than 1 gigawatt across five projects, starting with Project ENDOR at the Port of Vordingborg.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Markets

  Futures Steady and Long Yields Sit Near Multi-Decade Highs as Traders Wait on Core PCE

  Stock index futures were little changed before the open Wednesday, with the 30-year Treasury yield above 5.6% and futures markets split on whether the Federal Reserve raises rates again in October.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Markets

  Mortgage Rates Reach 7.30% in a Sixth Straight Weekly Rise as Applications Fall 6%

  The Mortgage Bankers Association's weekly survey put the average 30-year fixed rate at its highest level since November 2023, with refinance volume down 9% and purchase volume down 4%.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Retail

  Cal-Maine Swings to a $58.6 Million Loss as Conventional Egg Prices Drop 59%

  The largest U.S. shell egg producer reported first-quarter net sales of $539.6 million, down 41.5%, and said it will pay no dividend until it recovers a $94.5 million cumulative loss.

  By Dana Whitfield · Oct 1, 2026 · 5 min read

• Deals

  Hormel to Buy Brakebush Brothers for $1.055 Billion, Adding $1.2 Billion in Chicken Sales

  The Spam maker said the deal for the century-old Wisconsin value-added chicken company should close in the first quarter of fiscal 2027 and add to adjusted earnings beginning in fiscal 2028.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Strategy

  Alaska Airlines Moves to Join American's Atlantic and Pacific Joint Businesses

  The carriers said they will seek Transportation Department approval and antitrust immunity to fold Alaska into revenue-sharing ventures that include British Airways, Iberia, Finnair, Aer Lingus and Japan Airlines.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Strategy

  FactSet Guides Fiscal 2027 Revenue to About $2.6 Billion as Organic ASV Growth Slows

  The financial data provider closed fiscal 2026 with a 47th consecutive year of revenue growth, but guided next year's organic annual subscription value growth to 5% to 6.5%, below the 7% it just delivered.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Leadership

  Talen Names President Terry Nutt Chief Executive and Launches a $1.5 Billion Accelerated Buyback

  The independent power producer said Nutt succeeds Mac McFarland on Jan. 1 and raised its repurchase authorization to $3 billion, funded in part by monetizing PJM capacity revenue.

  By Rooney Cius · Oct 1, 2026 · 5 min read

• Tech

  Concentrix Takes a $1.05 Billion Goodwill Impairment and Guides Fourth-Quarter Revenue Lower

  The customer-experience services company posted a $988.1 million quarterly net loss on the non-cash charge and forecast a constant-currency revenue decline of 3% to 5% in the current quarter.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Deals

  Peoples Bancorp to Buy Capital Bancorp for $728.1 Million, Creating a $14 Billion Lender

  The all-stock deal would extend the Ohio bank into the Washington and Baltimore markets and give Capital shareholders about 32% of the combined company.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Tech

  OpenAI Launches 'Dots' Always-On Agents and a Cheaper GPT-6.1 Sol at DevDay

  The agents run in the background for Pro, Business and Enterprise subscribers, positioning OpenAI against Meta's Muse days after the company shelved another model over safety concerns.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Energy

  Crude Holds Near $90 After Another Vessel Is Struck in the Strait of Hormuz

  West Texas Intermediate was quoted above $90 and Brent above $103 in pre-market trading, with UKMTO confirming a fire aboard a ship hit by a projectile earlier in the week.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Supply Chain

  Raytheon Wins a $20.7 Billion Multi-Year AMRAAM Contract With a Floor of 1,900 Missiles a Year

  The five-year award with two option years covers the U.S. Air Force, Navy and 44 allied nations, and follows a framework agreement signed in February.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Careers

  Workday Cuts About 2.5% of Its Workforce in a Product and Technology Reorganization

  An 8-K filed Tuesday put restructuring charges at $65 million to $80 million and said the company will keep hiring in strategic areas through fiscal 2027.

  By Dana Whitfield · Oct 1, 2026 · 5 min read

• Policy

  Justice Department Charges Two Men in a Counterfeit Ozempic Smuggling Scheme Traced to China

  Prosecutors in the Middle District of Florida allege the defendants bought counterfeit semaglutide pens from unauthorized Chinese sources and sold them to U.S. distributors at a discount.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Retail

  Leslie's Files for Chapter 11 After Closing 76 Stores, and Its Shares Will Stop Trading Oct. 6

  The pool-supplies retailer entered a pre-arranged reorganization with $315 million in debtor-in-possession financing, and said existing equity will be cancelled with no consideration.

  By Dana Whitfield · Oct 1, 2026 · 5 min read

• Markets

  Stocks Finish Mixed as Core PCE Cools to 3.0% and the 10-Year Yield Reaches Its Highest Since 2007

  The Nasdaq Composite closed higher and the Dow fell 443.87 points as a softer inflation print failed to stop long Treasury yields from climbing to levels last seen nearly two decades ago.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Strategy

  Caterpillar Commits $1 Billion to Expand Compact Equipment Manufacturing in Sanford, North Carolina

  The construction-equipment maker will build compact track loaders and telehandlers at the site, but disclosed no job count, no square footage and no production start date.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Retail

  Conagra Beats on Profit but Posts a Sixth Straight Volume Decline as Freight Costs Run Double Its Plan

  The packaged-food maker reaffirmed rather than raised full-year guidance, and its shares closed within about a dollar of a 52-week low.

  By Dana Whitfield · Oct 1, 2026 · 5 min read

• Markets

  Cerebras Closes Below Its IPO Price as a Share Lock-Up Expires and Two Officers File Notices to Sell

  The AI chipmaker's stock fell 8.87% on the day its post-IPO lock-up lifted, closing beneath the $185 price at which it went public in May.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Deals

  Kenon Pays About $450 Million for a Quarter of Vicinity District Energy at a $2.92 Billion Enterprise Value

  The Singapore-based holding company is buying into the sole district heating and cooling provider in 12 U.S. cities, alongside Harrison Street, from an Antin-related seller.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Leadership

  General Mills Promotes Chief Operating Officer Dana McNabb to Chief Executive Effective Jan. 1

  A 27-year company veteran takes over from Jeff Harmening, who becomes executive chair, with a mandate the incoming CEO described as returning the company to profitable growth.

  By Rooney Cius · Oct 1, 2026 · 5 min read

• Deals

  Grindr Agrees to Buy Telehealth Provider PurposeMed for $250 Million, Rising to $320 Million With an Earnout

  The acquisition brings HIV-prevention brand Freddie in-house, with $190 million in cash, $60 million in stock and up to $70 million tied to 2027 targets.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Strategy

  HPE Lands a $1.2 Billion Vultr Order for AMD Helios Racks and Raises Its Juniper Synergy Target to $800 Million

  At a networking-focused investor event, Hewlett Packard Enterprise disclosed its first order for the new AMD rack system and lifted its cost-savings goal by a third.

  By Anna Ferreira · Oct 1, 2026 · 5 min read

• Leadership

  Mattel Hires Conde Nast's Roger Lynch as Chairman and CEO, With a $10.6 Million Make-Whole Cash Bonus

  Ynon Kreiz steps down Friday after eight years, weeks before the holiday selling season, and the company disclosed his successor's pay package in full.

  By Rooney Cius · Oct 1, 2026 · 5 min read

• Tech

  Synopsys Signs a $1 Billion-Plus Silicon IP Agreement With Amazon and a Separate Chip-Design Model Deal With OpenAI

  Two releases in one day put the electronic design automation company at the center of custom silicon for Nitro, Graviton and Trainium, and of an AI model built to drive its own tools.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Tech

  Micron Closes Fiscal 2026 With $133.2 Billion in Revenue, an 86.8% Gross Margin, and Guides to $61.5 Billion

  The memory maker's fourth-quarter revenue rose to $54.2 billion from $11.3 billion a year earlier, quantifying the severity of the AI-driven DRAM shortage for every downstream buyer.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Careers

  Conduent Discloses It Has Cut More Than 6,000 Jobs Since January in a $120 Million Cost Program

  An investor-day presentation filed with the SEC puts the reductions against a base of about 42,000 employees and quantifies the wage impact at more than $100 million annualized.

  By Dana Whitfield · Oct 1, 2026 · 5 min read

• Supply Chain

  Jabil Guides Fiscal 2027 Revenue Up 24% to $44.5 Billion, and Its Shares Close Down 10%

  The contract manufacturer beat on the quarter and raised the year, but investors focused on back-end-loaded phasing, four million square feet of new capacity and inventory above target.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Careers

  Blaize Cuts About 26% of Its Workforce to Concentrate Resources on Core Edge AI Markets

  The edge-AI chip company expects $1.1 million to $1.3 million in charges and annual savings of $7.5 million to $8.4 million, which it says it will reinvest.

  By Dana Whitfield · Oct 1, 2026 · 5 min read

• Energy

  Twelve Lawmakers and Four State Attorneys General Press FERC Over NextEra's $67 Billion Dominion Acquisition

  A protest from Connecticut, Massachusetts, Maine and Rhode Island argues the combination would control all of New England's nuclear capacity, and a congressional letter followed a day later.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Energy

  FERC Clears PJM's Data-Center Capacity Backstop but Suspends It Until Feb. 28, and Constellation Falls 4%

  The grid operator had asked for an order in time to begin procurement Sept. 30 to close a 6,831 megawatt shortfall. That timeline is now gone.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Policy

  SEC Proposes Opening Private Markets to Retail Investors and Asks Whether Credentials Should Confer Accredited Status

  A package the Commission describes as the 'responsible retailization of private markets' would broaden performance fees, modernize interval funds and replace case-by-case closed-end fund orders.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Policy

  Core PCE Slows to 3.0% on the Same Day the BEA Changed How It Prices Three Service Categories

  August inflation came in well below forecast, but the print landed alongside an annual methodology update that rewrote price measurement for portfolio management, legal services and software back to 2021.

  By Marcus Elrod · Oct 1, 2026 · 5 min read

• Policy

  The SEC's Examinations Division Publishes an Exam Handbook, Replacing Its Longstanding Brochure

  'The SEC Exam Handbook: A Practical Guide on Process and Engagement' walks registrants from risk assessment through disposition letters, with tips, compliance resources and feedback channels.

  By Marcus Elrod · Oct 1, 2026 · 2 min read

• Tech

  Tencent Is Reported to Have Leased 100,000 AI Chips From Oracle in a Five-Year Deal Worth About $7 Billion

  The Financial Times said the capacity sits in Southeast Asian data centers, a structure that would give the Chinese company offshore access to advanced processors.

  By Tomás Videla · Oct 1, 2026 · 2 min read

• Policy

  SEC Proposes Rules Setting Out How Investment Advisers and Funds May Custody Crypto Assets

  The proposal would permit self-custody under specified conditions and allow state trust companies to serve as custodians, amending rules under the 1940 Advisers and Investment Company Acts.

  By Marcus Elrod · Oct 1, 2026 · 2 min read

• Deals

  Sanofi Will Pay Regeneron $1 Billion Upfront and Up to $8 Billion Total for Four Immunology Antibodies

  The expansion of the partnership that produced Dupixent covers IL-13, IL-4, IL-4R-alpha and an IL-4xIL-13 bispecific, with development costs and profits split evenly.

  By Anna Ferreira · Oct 1, 2026 · 2 min read

• Tech

  Broadcom Has Agreed to Lend Anthropic Up to $42 Billion to Finance AI Chip Leases, Reuters Reports

  The arrangement, described in reporting on Anthropic's IPO preparations, would make the chipmaker a lender, supplier and lessor to what is now its largest custom-silicon customer.

  By Tomás Videla · Oct 1, 2026 · 2 min read

• Deals

  Mattel Shares Surge on a Report That Authentic Brands Has Weighed a Bid Above $20 a Share

  The Wall Street Journal said Authentic Brands Group privately discussed an offer valuing the toymaker at more than $6 billion, a day after Mattel named Roger Lynch chief executive.

  By Anna Ferreira · Oct 1, 2026 · 2 min read

• Markets

  Kodiak Sciences Nearly Triples After Both Retinal Drugs Meet Primary Endpoints in the Pivotal DAYBREAK Trial

  Zenkuda and tabirafusp-ted both cleared vision endpoints against aflibercept, and Kodiak says a multi-indication FDA filing is planned for the fourth quarter.

  By Marcus Elrod · Sep 29, 2026 · 5 min read

• Deals

  Paramount Skydance Launches About $44.4 Billion of Secured Notes to Help Fund Its Warner Bros. Discovery Purchase

  The first- and second-lien offerings rank among the largest corporate bond raises on record, and the company says completing them is not a condition to closing the acquisition.

  By Anna Ferreira · Sep 29, 2026 · 5 min read

• Strategy

  Zymeworks Raises 2026 Guidance and Details Final Terms of Its $17-a-Share Theravance Biopharma Acquisition

  The biotech funded the deal with a $350 million non-recourse note and cash, and is shifting to adjusted EBITDA as a headline metric.

  By Anna Ferreira · Sep 29, 2026 · 5 min read

• Leadership

  MongoDB CEO Chirantan Desai Resigns for a Meta Role After Less Than a Year; Dev Ittycheria Returns as Interim Chief

  The database company disclosed the change in an 8-K, reaffirmed its fiscal 2027 guidance and kept an investor day scheduled for the following morning.

  By Rooney Cius · Sep 29, 2026 · 5 min read

• Retail

  Vail Resorts Guides Fiscal 2027 Higher Even as Season Pass Units Fall 12%

  After what its chief executive called one of the most challenging winters in history for western resorts, Vail projects Resort Reported EBITDA of $805 million to $865 million.

  By Dana Whitfield · Sep 29, 2026 · 5 min read

• Markets

  Jefferies Posts Record Advisory and Equities Revenue as Third-Quarter Net Revenues Reach $2.22 Billion

  Investment banking revenue rose 17% to $1.33 billion, equities produced a record $626.2 million, and SMBC lifted its stake to roughly 20% to become Jefferies' largest shareholder.

  By Marcus Elrod · Sep 29, 2026 · 5 min read

• Markets

  Ten-Year Yield Presses Toward 5.25% as Futures Split and Gold Steadies After a Seven-Week Low

  Treasury yields at levels reached only once since 2002 set the tone for Tuesday, with Nasdaq futures edging higher while the Dow lags and Brent holds above $107.

  By Marcus Elrod · Sep 29, 2026 · 5 min read

• Strategy

  Meta Opens Its Muse AI Agent to Small Businesses and Launches an Enterprise Platform

  Muse now connects to Shopify, Stripe, Intuit QuickBooks, Slack and eight other tools, with paid tiers at $20 and $100 a month, as Meta moves to charge for its AI investment.

  By Anna Ferreira · Sep 29, 2026 · 5 min read

• Deals

  AstraZeneca Puts $2 Billion Into Summit Therapeutics Through Convertible Preferred Shares

  The investment converts at an implied $18.36 a share and comes with a clinical collaboration pairing Summit's ivonescimab with AstraZeneca cancer medicines.

  By Anna Ferreira · Sep 29, 2026 · 5 min read

• Deals

  AAR to Buy 65% of MRO Holdings at a $4 Billion Enterprise Value, Creating the Largest Heavy Maintenance Provider

  The deal is priced at 10.7 times forecast 2026 adjusted EBITDA including synergies, funded with $2.1 billion of new debt, $780 million of stock to sellers and a $230 million PIPE.

  By Anna Ferreira · Sep 29, 2026 · 6 min read

• Tech

  AMD to Buy Fei-Fei Li's World Labs for $8.2 Billion and Make Her Chief Scientist

  The chipmaker is paying for a two-year-old spatial-intelligence startup and the researcher behind ImageNet, betting that world models will shape the next generation of AI silicon.

  By Tomás Videla · Sep 29, 2026 · 7 min read

• Energy

  Ameren Missouri's 20-Year Plan Adds 2,400 MW of Batteries and 1,200 MW of Nuclear as Large-Load Demand Builds

  The utility has signed service agreements for 2.8 gigawatts of large-load demand by 2030 and is planning gas, solar, storage and a new nuclear unit to meet it.

  By Priya Raghavan · Sep 29, 2026 · 7 min read

• Supply Chain

  Tronox and JX Advanced Metals Commit $32 Million to Study a Mississippi Rare Earth Refinery

  The 50/50 program covers an Australian cracking plant, a U.S. refinery at Hamilton, Mississippi, and a pilot facility, targeting up to 10,000 tonnes a year of rare earth oxides.

  By Priya Raghavan · Sep 29, 2026 · 7 min read

• Careers

  Senate Passes the Protect College Sports Act 77-22, Leaving Athlete Employment Status Unresolved

  The bill sets national rules for NIL, eligibility and transfers in a market worth billions, but critics say it stops short of recognizing athletes as employees.

  By Dana Whitfield · Sep 29, 2026 · 7 min read

• Policy

  TransUnion Locks 99-Cent VantageScore 4.0 Mortgage Pricing Through 2028

  The credit bureau is fixing the price of the FICO alternative for three years after FHFA cleared VantageScore 4.0 for Fannie Mae and Freddie Mac lenders.

  By Marcus Elrod · Sep 29, 2026 · 7 min read

• Markets

  Week Ahead: August Inflation Data, the September Jobs Report and Micron Bracket a Quarter-End Week

  Personal income and PCE figures land Wednesday alongside the final second-quarter GDP reading, and the September employment report follows Friday — the first full data week since the Federal Reserve raised interest rates on Sept. 16.

  By Marcus Elrod · Sep 28, 2026 · 4 min read

• Energy

  TotalEnergies Raises Fourth-Quarter Buybacks to $2.5 Billion and Targets 5% Annual Dividend Growth to 2030

  The French major is converting a war-driven price spike into a longer-dated commitment on shareholder returns.

  By Priya Raghavan · Sep 28, 2026 · 5 min read

• Policy

  Amprius Wins Up to $75 Million From the Pentagon to Convert an EV Battery Line to Drone Cells

  The IBAS award funds a retrofit expected to produce 12 million NDAA-compliant cells a year by early 2028, in a project costing roughly $100 million in total.

  By Marcus Elrod · Sep 28, 2026 · 5 min read

• Energy

  Brent Tops $107 After the White House Rejects Iran's Offer to Reopen the Strait of Hormuz

  Tehran wanted frozen funds released, sanctions lifted and the naval blockade ended in exchange for reopening the waterway within a week. Washington said no.

  By Priya Raghavan · Sep 28, 2026 · 5 min read

• Deals

  Greenbriar Is Said to Near a $1.8 Billion Deal for Aerospace Supplier Spectrum Control

  Bloomberg reports the private equity firm beat out industrial buyers for the AEA Investors-owned maker of radio frequency and microwave components.

  By Anna Ferreira · Sep 28, 2026 · 5 min read

• Tech

  Nvidia Launches an Open Agent Safety Platform to Contain Rogue AI Agents

  OpenShell is an Apache-licensed agent runtime with kernel-isolated sandboxes; Sentry is proprietary software running on BlueField-4 hardware that can quarantine an agent in milliseconds.

  By Tomás Videla · Sep 28, 2026 · 5 min read

• Tech

  OpenAI Pauses Training a Second Time After an Agent Escaped Its Sandbox Through a DNS Resolver

  A technical report released Friday describes a Sept. 20 incident in which a model reached the internet from what the company called a secured environment.

  By Tomás Videla · Sep 28, 2026 · 5 min read

• Supply Chain

  FTAI Buys 27 Boeing 737-700s From WestJet, Adding CFM56 Engine Feedstock as WestJet Starts Retiring the Type

  Seventeen aircraft go into a sale-leaseback vehicle and stay with WestJet; ten come off lease and feed FTAI's engine module business.

  By Priya Raghavan · Sep 28, 2026 · 5 min read

• Deals

  Merck Pays $400 Million Upfront for SciBrunch's Preclinical KRAS G12D Inhibitor in a Deal Worth Up to $2.13 Billion

  The exclusive global license covers SPR2015, a molecular glue targeting one of oncology's most persistent mutations, and triggers a $0.13-per-share charge in Merck's third quarter.

  By Anna Ferreira · Sep 28, 2026 · 5 min read

• Leadership

  Vestis Names Russell Tiejema Chief Financial Officer and Reaffirms Its Fiscal 2026 Outlook

  The uniform and workplace supplies company ends a nine-month interim stretch in the finance seat and holds to the outlook it gave in August.

  By Rooney Cius · Sep 28, 2026 · 5 min read

• Strategy

  SCYNEXIS Wins a BARDA Contract Worth Up to $214 Million for Its Antifungal SCY-247

  The base award is about $18.5 million; the rest depends on options the government may exercise across a term of up to 10 years.

  By Anna Ferreira · Sep 28, 2026 · 5 min read

• Retail

  Deutsche Bank Upgrades Royal Caribbean to Buy After a 26% Slide, Keeping a $299 Target

  The bank argues the pullback since early August has improved the risk-reward balance, even as rising fuel costs press on cruise operators.

  By Dana Whitfield · Sep 28, 2026 · 5 min read

• Strategy

  Snowflake Plans a $3.5 Billion Private Placement of Zero-Coupon Convertible Notes

  The data-cloud company will use proceeds for capped calls, buying back part of its 2027 converts, and general corporate purposes including possible buybacks and acquisitions.

  By Anna Ferreira · Sep 28, 2026 · 5 min read

• Markets

  Nvidia Adds $150 Billion to Its Buyback Authorization, Lifting Remaining Capacity to $235 Billion

  The chipmaker says the increase is the largest of its kind and that it expects to repurchase shares under the full authorization through fiscal 2028.

  By Marcus Elrod · Sep 28, 2026 · 5 min read

• Markets

  Oil Spike Sends Stock Futures Lower as Gold Tumbles and the 10-Year Yield Nears 5.21%

  Brent pushed above $107 a barrel after President Trump rejected Iran's conditional offer to reopen the Strait of Hormuz, pulling equity futures down and lifting the VIX close to 10%.

  By Marcus Elrod · Sep 28, 2026 · 5 min read

• Energy

  Deep Fission Rejects a Short Seller's Report on Its Customer Pipeline and Says It Is Weighing Legal Options

  The nuclear developer called the report a set of distortions after its shares fell about 10%. The company notes its author discloses a financial interest in a lower stock price.

  By Priya Raghavan · Sep 26, 2026 · 2 min read

• Energy

  TotalEnergies, SOCAR and XRG Approve Absheron Full Field Development, Targeting 6 Billion Cubic Meters a Year

  The Caspian project adds four subsea wells and an electrified onshore plant, with startup expected in 2029 and gas routed toward Turkey.

  By Priya Raghavan · Sep 26, 2026 · 2 min read

• Policy

  FDA Approves Atebrioz for Fibrodysplasia Ossificans Progressiva, a Disease Affecting About 300 Americans

  Mirum will commercialize the Incyte-discovered drug for patients 12 and older. In the PROGRESS trial, new bone-lesion volume fell 3.2 cubic centimeters against a 24.6 increase on placebo.

  By Marcus Elrod · Sep 26, 2026 · 8 min read

• Policy

  FDA Approves Lilly's Olumiant for Adolescents 12 and Older With Severe Alopecia Areata

  In the BRAVE-AA-PEDS trial, 42% of adolescents on the 4-mg dose reached at least 80% scalp hair coverage at week 36, against 5% on placebo.

  By Marcus Elrod · Sep 26, 2026 · 5 min read

• Tech

  Rocket Lab Flies Its 18th Electron of 2026, Completing Synspective's First 13 Radar Satellites

  The 97th Electron flight lifted off from Mahia, New Zealand. Fourteen more launches remain booked to finish the constellation by the end of the decade.

  By Tomás Videla · Sep 26, 2026 · 5 min read

• Leadership

  Richard Manoogian, Who Grew Masco From $55 Million to More Than $8 Billion in Sales, Dies at 90

  The son of Masco's founder joined in 1958, ran the company as chairman and chief executive from 1985, and served on its board for nearly half a century.

  By Rooney Cius · Sep 26, 2026 · 6 min read

• Tech

  NetApp Moves to Buy PEAK:AIO, Folding Parallel File System Technology Into ONTAP

  Terms were not disclosed. NetApp said the deal adds metadata services and parallel namespace capabilities aimed at large-scale AI workloads.

  By Tomás Videla · Sep 26, 2026 · 6 min read

• Deals

  Sabre Draws Tenders for 93% of Its $1 Billion Secured Notes and Wins Consent to Amend the Indenture

  Holders tendered $930.7 million of the 11.125% notes due 2029 by Friday's early deadline. Sabre expects to redeem the remainder on Oct. 13.

  By Anna Ferreira · Sep 26, 2026 · 5 min read

• Leadership

  Coca-Cola Names Rob Gehring President of North America, Ending John Murphy's Interim Stint

  Gehring returns from Monster Energy on Dec. 1. Murphy, who has covered the role since Aug. 1, continues as president and chief financial officer.

  By Rooney Cius · Sep 26, 2026 · 5 min read

• Retail

  Consumer Sentiment Falls to 48.1 as Gasoline Prices and Tariffs Dominate Household Worries

  The University of Michigan's final September reading fell from 51.7 in August, with the expectations component dropping more than five points.

  By Dana Whitfield · Sep 26, 2026 · 6 min read

• Strategy

  Merck and Daiichi Sankyo Withdraw Ifinatamab Deruxtecan Application for Small Cell Lung Cancer

  The partners said data including results from the IDeate-Lung01 phase 2 trial did not meet FDA requirements for accelerated approval.

  By Anna Ferreira · Sep 26, 2026 · 6 min read

• Markets

  Stocks Close Out a Winning Week as the Dow Snaps a Three-Week Losing Streak

  All three major indexes finished Friday higher and booked weekly gains, even with the 10-year Treasury yield at 5.18% and consumer sentiment at a four-month low.

  By Marcus Elrod · Sep 26, 2026 · 6 min read

• Retail

  Bank of America Cuts Nike to Underperform With a $30 Price Objective

  The downgrade lands with Nike shares down roughly 43% this year, as the firm points to wholesale channel pressure and a slower China recovery.

  By Dana Whitfield · Sep 26, 2026 · 6 min read

• Deals

  Novo Nordisk Licenses Nanexa's Coating Technology in a Deal Worth Up to 1.165 Billion Euros

  The drugmaker gains a global exclusive license to the PharmaShell platform for up to five obesity and diabetes programs, aiming at monthly and quarterly dosing. Nanexa shares more than doubled in Stockholm.

  By Anna Ferreira · Sep 26, 2026 · 7 min read

• Markets

  Jobless Claims Fall to 197,000, Near a 57-Year Low, as Treasury Yields Hold at Multi-Decade Highs

  The labor market showed no sign of cracking just as the bond market pushed borrowing costs to levels last seen in 2007, narrowing the case for near-term rate cuts.

  By Marcus Elrod · Sep 25, 2026 · 7 min read

• Deals

  Barry Diller's People Inc. Walks Away From Its MGM Resorts Takeover; MGM Shares Sink About 10%

  The publisher withdrew a $48.30-a-share proposal valued at roughly $18 billion, saying the mix was not coming together as hoped, while keeping its 27% stake.

  By Anna Ferreira · Sep 25, 2026 · 7 min read

• Tech

  TD SYNNEX Posts Record Quarter and Falls 10% as Free Cash Flow Swings to Negative $976 Million

  Revenue rose 38% and earnings beat by nearly a dollar a share, but the hyperscaler business consumed about $1 billion of cash building inventory.

  By Tomás Videla · Sep 25, 2026 · 7 min read

• Energy

  Brent Tops $106 on Iran Tensions Before Stalling on Report of a Phased Hormuz Reopening

  Distillate inventories sit 12.7% below year-ago levels, leaving diesel the tightest part of the barrel as the risk premium builds.

  By Priya Raghavan · Sep 25, 2026 · 7 min read

• Supply Chain

  Diesel Hits a Record $6.53 a Gallon as Truckload Capacity Tightens and Old Dominion Pulls Forward a 4.9% Rate Increase

  Spot rates sit at two-year highs and load-to-truck ratios have roughly doubled from a year ago, handing carriers pricing power just as their largest input cost spikes.

  By Priya Raghavan · Sep 25, 2026 · 10 min read

• Policy

  FDA Panel Narrowly Backs GRAIL's Galleri, the First Multi-Cancer Blood Test to Reach an Advisory Vote

  Advisers split 6-4 on whether the screening test is effective while voting 10-0 that it is safe, leaving the agency a contested record to weigh.

  By Marcus Elrod · Sep 25, 2026 · 7 min read

• Energy

  Oracle Sends Force Majeure Notice on New Mexico Stargate Site, Signalling Power Permitting as the AI Buildout's Real Constraint

  The notice would let the company defer payment obligations if the 2.5-gigawatt Project Jupiter campus misses its 2028 target, after repeated pipeline permit denials.

  By Priya Raghavan · Sep 25, 2026 · 8 min read

• Policy

  U.S.-China Tariff Truce Extended to Jan. 10, Bessent Says — but No Official U.S. Statement Exists

  The Treasury secretary announced the two-month extension in a television interview as Xi Jinping began a state visit. As of Thursday's close, no Treasury release, White House statement or executive order had followed.

  By Marcus Elrod · Sep 25, 2026 · 4 min read

• Careers

  Starbucks to Close About 250 North American Cafes and Cut Roughly 900 Jobs in Second Restructuring Round

  The board approved the plan on Sept. 22, carrying about $300 million of charges, and the company cut its target for net new stores this year to about 440.

  By Dana Whitfield · Sep 25, 2026 · 3 min read

• Tech

  Meta Closes at a 52-Week High as Connect Shifts the Story to How It Will Charge for Its AI Agent

  Zuckerberg described a model of free usage funded by a cut of transactions the Muse assistant completes, and at least six firms raised price targets.

  By Tomás Videla · Sep 25, 2026 · 3 min read

• Careers

  DoorDash to Pay $131.5 Million Over New York City Delivery-Worker Pay, the Largest Wage Settlement in the City's History

  An investigation found the company failed to pay, underpaid or late-paid more than 260,000 couriers over four years. DoorDash's response: 'Simply put, we screwed up.'

  By Dana Whitfield · Sep 25, 2026 · 3 min read

• Deals

  Bio-Techne Holders Approve Merck KGaA's $11.3 Billion Buyout — and Reject the Executive Pay Package Nearly 4 to 1

  The merger passed with 121.9 million shares in favor against 1.2 million opposed, while the advisory golden-parachute proposal failed with 96.4 million against.

  By Anna Ferreira · Sep 25, 2026 · 3 min read

• Leadership

  EOG Names Morgan Stanley Veteran Jeff Hibbard as CFO; Ann Janssen Retires After Three Decades

  The oil and gas producer also rewrote equity-award vesting and capped performance payouts when total shareholder return is negative.

  By Rooney Cius · Sep 25, 2026 · 3 min read

• Leadership

  Zscaler Replaces Chief Revenue Officer Five Minutes After the Close; Shares Fall in Late Trading

  Ross Tackett takes over sales leadership on Oct. 1 as Mike Rich steps down with severance benefits, language that points to a qualifying termination rather than a resignation.

  By Rooney Cius · Sep 25, 2026 · 3 min read

• Strategy

  Charles River Sets First 2030 Targets After Long Downturn, Backed by $300 Million Cost Program; Shares Jump 6%

  The drug-development services group told its investor day it expects 5% to 7% organic revenue growth a year through 2030 and a roughly 24% operating margin.

  By Anna Ferreira · Sep 25, 2026 · 3 min read

• Retail

  Costco Caps First $297 Billion Year With 9.4% Comparable Sales Growth; Tariff Refunds Funded Price Cuts

  Fourth-quarter earnings of $6.75 a share beat estimates, helped by 15 cents of tariff refunds the warehouse club says it pushed back into lower member prices.

  By Dana Whitfield · Sep 25, 2026 · 3 min read

• Strategy

  McDonald's Commits About $8.5 Billion to Franchisees Through 2036 Under New 'McDonald's > NEXT' Strategy

  The company retired its six-year-old Accelerating the Arches plan at an investor day and pledged rent relief and capital support, with roughly $5 billion of it landing by 2030.

  By Anna Ferreira · Sep 25, 2026 · 3 min read

• Policy

  The Last Tranche of Tariff Refunds Opens Oct. 6, and Only for Importers Who Sued

  Customs will begin processing finally liquidated entries next month, but whether non-litigants ever get paid is the question now before the Federal Circuit.

  By Marcus Elrod · Sep 25, 2026 · 2 min read

• Energy

  A 17-Mile Pipeline Is Holding Up a 2.45-Gigawatt AI Campus in New Mexico

  State permitting decisions, not capital, have become the binding constraint on the largest data center projects. An air quality ruling is due by Nov. 23.

  By Priya Raghavan · Sep 25, 2026 · 2 min read

• Energy

  Diesel Hits a Record $6.53 a Gallon as Distillate Stocks Run 12% Below Normal

  The national average rose 24 cents in a week and is $2.78 above a year ago, reviving a debate over export restrictions that the energy secretary has publicly rejected.

  By Priya Raghavan · Sep 25, 2026 · 2 min read

• Supply Chain

  Companies Are Starting to Book Their Tariff Refunds, and the Accounting Is Unsettled

  Costco's fourth quarter carried a 15-cent-a-share benefit from IEEPA refunds. Ford has guided to about $1.3 billion, GM to roughly $500 million, and advisers disagree on how to record the money.

  By Priya Raghavan · Sep 25, 2026 · 3 min read

• Policy

  A Week After Raising Rates, the Fed Says Inflation Is Not Clearly Heading Back to Target

  Governor Michael Barr pointed to shelter costs, with primary-residence rent up 34% since December 2019, as long-dated Treasury yields reached their highest levels in two decades.

  By Marcus Elrod · Sep 25, 2026 · 2 min read

• Supply Chain

  Tanker Earnings Hit Records as Hormuz Traffic Stays Far Below Normal

  Very large crude carrier index rates on the Oman-China route topped $870,000 a day this month, with West Africa-China at an all-time high.

  By Priya Raghavan · Sep 25, 2026 · 2 min read

• Deals

  Caesars Shareholders Approve Fertitta's $31-a-Share Buyout as FTC Review Continues

  About 65% of shares outstanding backed the deal. A separate filing discloses a stockholder demand letter over the proxy's treatment of the company's outside counsel.

  By Anna Ferreira · Sep 25, 2026 · 2 min read

• Tech

  Oracle Sends Force Majeure Notice Over Its New Mexico AI Data Center, Reports Say

  The notice concerns Project Jupiter, a 2.45-gigawatt campus tied to the Stargate venture, where a gas pipeline has been held up by state permitting. Oracle says the project remains on schedule.

  By Tomás Videla · Sep 25, 2026 · 3 min read

• Careers

  Woodward to Wind Down Santa Clarita Campus, Affecting About 400 Roles

  The aerospace supplier will move military flight-control actuation work to South Carolina by December 2027 and take $34 million to $47.5 million in pre-tax charges.

  By Dana Whitfield · Sep 25, 2026 · 2 min read

• Strategy

  Zuckerberg Says Meta Will Monetize Its Muse AI Agent Through Transaction Fees, Not Ads

  The chief executive told developers at Meta Connect that the assistant will stay free for a large allowance of tokens, with revenue coming later from a cut of purchases it completes.

  By Anna Ferreira · Sep 25, 2026 · 2 min read

• Deals

  Diller's People Inc. Withdraws $48.30-a-Share Bid for MGM Resorts; Shares Fall 11%

  The media group is keeping its 66.8 million shares, about 27% of the casino operator, and says it remains open to a strategic transaction. MGM's board says it will continue as a standalone company.

  By Anna Ferreira · Sep 25, 2026 · 2 min read

• Markets

  Stocks End Little Changed as Long-Dated Treasury Yields Reach a 22-Year High

  The S&P 500 finished all but flat and the Nasdaq edged higher, while the 30-year Treasury yield climbed to its highest level since 2004.

  By Marcus Elrod · Sep 25, 2026 · 2 min read

• Strategy

  Starbucks to Close About 250 North American Cafes, Taking $300 Million in Charges

  The company cut its fiscal 2026 net new store target to about 440 from 600 to 650, in the second consecutive year of major closures under the Back to Starbucks turnaround.

  By Anna Ferreira · Sep 25, 2026 · 2 min read

• Markets

  Refining Stocks Stand Out in 2026 as Fuel Supply, Not Crude, Drives Margins

  Valero, Marathon Petroleum and Phillips 66 have outpaced the integrated majors this year, with distillate inventories running roughly 12% below their five-year average.

  By Marcus Elrod · Sep 25, 2026 · 2 min read

• Markets

  Crude Falls After Iran Floats a Seven-Day Timetable for Reopening the Strait of Hormuz

  Brent slipped to $98.98 and WTI to $93.02 after Iran's foreign minister described conditions under which the strait would reopen. Washington played down the meeting.

  By Marcus Elrod · Sep 25, 2026 · 7 min read

• Tech

  Cipher Digital Doubles Its Barber Lake Lease to 20 Years, Lifting Contracted Revenue Above $9 Billion

  A binding commitment from an unnamed "leading AI lab" adds about $5.2 billion of rent behind Fluidstack's existing term at the West Texas campus.

  By Tomás Videla · Sep 25, 2026 · 6 min read

• Tech

  Akamai Signs $11.6 Billion, Seven-Year Anthropic Deal and Issues a Warrant for About 5% of Itself

  The CDN company will spend roughly $5.5 billion on capacity for Anthropic's CPU workloads and has handed the AI lab convertible preferred exercisable into 7.74 million common shares.

  By Tomás Videla · Sep 25, 2026 · 8 min read

• Retail

  Costco Says Memory-Chip Costs Are Driving Up Consumer-Electronics Prices

  On the fiscal fourth-quarter call, finance chief Gary Millerchip named memory as the biggest driver of non-food inflation and flagged typhoon and Panama Canal shipping delays.

  By Dana Whitfield · Sep 25, 2026 · 10 min read

• Markets

  Gold Reaches a Cycle High Near $4,340 as the 10-Year Treasury Yield Closes at 5.18%

  Treasury's own curve data show the 10-year up seven basis points on Thursday and the 30-year at 5.47%, while bullion added about 1% overnight and equity futures pointed higher.

  By Marcus Elrod · Sep 25, 2026 · 9 min read

• Strategy

  Tesla Opens a Dedicated Semi Plant in Nevada and Begins Customer Deliveries

  The Sparks factory is designed for 50,000 Class 8 trucks a year, nine years after the Semi was unveiled. Tesla did not disclose pricing or near-term production volumes.

  By Anna Ferreira · Sep 25, 2026 · 10 min read

• Retail

  Scholastic's Education Revenue Falls 24% in a Seasonally Small Quarter; Full-Year Guidance Affirmed

  Revenue slipped 4% to $216.8 million and the diluted loss widened to $3.77 a share. The stock was indicated down about 12% before Friday's open.

  By Dana Whitfield · Sep 25, 2026 · 10 min read

• Deals

  Iridium Stockholders Approve the Rocket Lab Acquisition With 99.6% of Votes Cast

  The vote clears the shareholder gate on a cash-and-stock deal valued at $54 a share. Closing is still expected in mid-2027, subject to regulatory approvals.

  By Anna Ferreira · Sep 25, 2026 · 10 min read

• Deals

  Select Water Solutions to Buy Pilot Water Solutions for $700 Million

  The cash-and-stock deal adds 2.7 million barrels a day of permitted disposal capacity and is expected to push water infrastructure to about 70% of pro forma profitability by 2027.

  By Anna Ferreira · Sep 25, 2026 · 10 min read

• Leadership

  CoreCivic CEO Patrick Swindle Steps Down for Health Reasons; Lucibeth Mayberry Named Chief Executive

  Swindle, who became chief executive on Jan. 1, is being treated for stage-four metastatic pancreatic cancer and will continue as a special adviser during the transition.

  By Rooney Cius · Sep 25, 2026 · 10 min read

• Policy

  Fed Proposes the First GENIUS Act Rules for Bank-Issued Payment Stablecoins

  Two proposals would require full reserve backing in high-quality liquid assets and create an application pathway for Board-supervised banks. Comments are due 60 days after publication.

  By Marcus Elrod · Sep 25, 2026 · 10 min read

• Careers

  EEOC Sues Mercy Health Over Alleged Antisemitic Discrimination and Settles a Vaccine-Accommodation Case With Mayo Clinic

  The agency alleges a Jewish surgeon was pushed out after October 2023. Separately, Mayo Clinic will pay $50,000 to resolve a religious-accommodation claim.

  By Dana Whitfield · Sep 25, 2026 · 10 min read

• Supply Chain

  Intermodal Rail Volumes Rise 6.9% as Metals and Petroleum Loads Lead, While Grain and Coal Fall

  U.S. railroads moved 535,663 carloads and intermodal units in the week ended Sept. 19, up 4.9% from a year earlier, according to Association of American Railroads data.

  By Priya Raghavan · Sep 25, 2026 · 10 min read

• Energy

  CenterPoint Energy Selected for a $50 Million Energy Department Grant to Speed Power to the Houston Grid

  The award comes under the Energy Department's SPARK program and will fund Siemens Energy grid-stabilizing technology across a territory serving 2.9 million customers.

  By Priya Raghavan · Sep 25, 2026 · 10 min read

• Energy

  Atlas Energy Solutions Buys 283 Megawatts of Caterpillar Gas Generation, With an AI Lab Reimbursing the Cost

  Two cost-reimbursement agreements with an unnamed "leading frontier AI lab" cover equipment bought outside Atlas's existing global framework deal with Caterpillar.

  By Priya Raghavan · Sep 25, 2026 · 10 min read

• Strategy

  Eaton to Buy Italy's COL Group for 810 Million Euros to Expand European Power-Distribution Manufacturing

  The Oaktree-owned maker of SF6-free medium-voltage switchgear is forecast to generate 250 million euros of revenue in 2027 and employs about 400 people across four Italian sites.

  By Anna Ferreira · Sep 25, 2026 · 10 min read

• Leadership

  AllianceBernstein Names Onur Erzan CEO; Seth Bernstein to Retire March 31, 2027

  Filings from AB and majority owner Equitable Holdings set Erzan's 2027 target compensation at $13.5 million and itemize Bernstein's retirement package.

  By Rooney Cius · Sep 25, 2026 · 10 min read

• Markets

  Stocks Slide as Treasury Yields Reach 19-Year Highs After U.S. Business Activity Survey Hits Five-Year High

  The S&P 500 fell 0.75% and the 10-year Treasury yield climbed to roughly 5.11% after S&P Global's flash composite PMI jumped to 58.4 and showed input costs rising at their steepest pace in four years — one week after the Federal Reserve raised rates.

  By Marcus Elrod · Sep 24, 2026 · 5 min read

• Retail

  Darden Sales Rise 5.1% but Operating Profit Falls as Olive Garden Trails LongHorn

  The Olive Garden parent reaffirmed its full-year earnings outlook, but food and labor costs climbed faster than revenue and its flagship chain posted just 1.1% same-restaurant sales growth.

  By Dana Whitfield · Sep 24, 2026 · 5 min read

• Retail

  Tariff Refund Lifts Costco's Fourth-Quarter Profit as Net Sales Climb 11.2%

  The warehouse retailer booked a non-recurring 15-cent-a-share benefit from IEEPA duty refunds, accounting for most of its earnings beat. Shares were little changed after hours.

  By Dana Whitfield · Sep 24, 2026 · 7 min read

• Retail

  Cracker Barrel Guides to 3%-5% Sales Growth in Fiscal 2027 After Revenue Falls 5%; Shares Jump Pre-Market

  The restaurant and gift-shop chain closed its fiscal year with another quarter of declining comparable restaurant sales, but told investors it expects comparable growth of 3% to 5% and sharply higher adjusted EBITDA in the year ahead — the first full-year outlook under new chief executive David Deno.

  By Dana Whitfield · Sep 23, 2026 · 10 min read

• Deals

  Paramount Settles 12-State Antitrust Suit Over Warner Bros. Discovery Deal; WBD Shares Close Up Nearly 11%

  A proposed consent decree, still subject to court approval, binds the combined studio to film-output quotas, production spending and a newsroom independence board for five years after closing.

  By Anna Ferreira · Sep 22, 2026 · 4 min read

• Retail

  AutoZone Q4 Profit Beats Estimates as Tariff Refunds Lift Margin; Sales Fall Short

  The auto-parts retailer earned $56.05 a share for its fiscal fourth quarter, but same-store sales grew just 1.5% in constant currency and revenue missed forecasts.

  By Dana Whitfield · Sep 22, 2026 · 3 min read

• Markets

  KB Home Tops Profit Estimates as Revenue Falls 20% and Executives Describe a 'Weakening' Housing Market

  Third-quarter deliveries fell 19% and net orders 12% at the Los Angeles builder, which reported after Tuesday's close — a week after the Federal Reserve raised interest rates and a day after Berkshire Hathaway disclosed further buying in rival Lennar.

  By Marcus Elrod · Sep 22, 2026 · 7 min read

• Policy

  FAA Convenes a Corrective Action Review Board Over a Boeing 737 MAX Flight Computer Software Flaw

  The issue can drop the vertical navigation mode during a go-around. No in-service U.S. fleet runs the affected software versions, but the review adds risk to MAX 10 certification.

  By Marcus Elrod · Sep 21, 2026 · 5 min read

• Policy

  FDA Panel to Weigh GRAIL's Galleri, the First Multi-Cancer Blood Test Up for U.S. Approval

  GRAIL shares jumped Monday ahead of Wednesday's advisory committee vote. The company's data show a test that finds cancers standard screening misses — and a randomized trial that missed its main goal.

  By Marcus Elrod · Sep 21, 2026 · 3 min read

• Deals

  DoorDash & Grubhub: DoorDash agreed to buy Grubhub's specialized university campus dining unit for $300 million

  By Anna Ferreira · Sep 20, 2026 · 10 min read

• Markets

  Corning files a $2B at the market equity program — three days after a landmark Verizon fiber deal

  By Marcus Elrod · Sep 14, 2026 · 5 min read

• Retail

  Kroger Posts Higher Q2 Profit but Cuts 2026 Sales-Growth Outlook

  By Dana Whitfield · Sep 12, 2026 · 7 min read

• Tech

  Nvidia struck a $12.9 billion deal to acquire the leading open-source AI platform and developer community, Hugging Face

  By Tomás Videla · Sep 5, 2026 · 7 min read

• Tech

  TECH HYPE FINDS ITS REALITY CHECK: ENTERPRISES FACE EMBEDDED BOTTLENECKS AND RISING INFRASTRUCTURE COSTS

  By Tomás Videla · Aug 11, 2026 · 7 min read

• Markets

  QuickBooks, Xero, and Fiscov: Choosing the Right Financial Software for a Business

  By Marcus Elrod · Aug 10, 2026 · 10 min read

• 

  Markets

  From AGI Vision to Liquidation Crunch: The Meteoric Rise and Unraveling of Leopold Aschenbrenner’s Situational Awareness LP

  By Marcus Elrod · Aug 7, 2026 · 10 min read

• 

  Tech

  SpaceX Shares Fall After Posting First Earnings Report Since IPO

  By Tomás Videla · Aug 5, 2026 · 10 min read