A global spending spree on AI-powered data centers has pushed capital expenditure forecasts sharply higher, turning power infrastructure gear into a critical bottleneck for the tech buildout.
Due to ample domestic natural gas supply and declining expectations for export demand, hedge funds have turned bearish on the U.S. natural gas market for the first time since 2024.
A growing number of Federal Reserve officials are sending hawkish signals, warning that if inflation fails to cool, a rate hike may be on the table. Kansas City Fed President Jeffrey Schmid ...
U.S. equities have seen a stark divergence between large-cap and small-cap performances so far this year. The S&P 500 has gained 9.8% on a year-to-date basis, though its rally has been marred by ...
While the market was still heatedly discussing the parameter competition and computing power gap in large AI models, Dell Technologies (DELL) rewrote the narrative with a stunning quarterly report.
Although the S&P 500 hit a record closing high on Thursday, it was only 0.8% above its May 14 closing level. The index has now posted five consecutive trading sessions without a single-day gain ...
Cathie Wood, founder of Ark Invest, has rolled out a round of portfolio adjustments lately. She reduced her holdings in Advanced Micro Devices (AMD) while increasing positions in Cerebras ...
Goldman Sachs (GS) made significant adjustments to its crypto asset portfolio in the first quarter of 2026, sending one of the clearest institutional signals to date. According to its 13F ...
Goldman Sachs believes that, driven by the sustained expansion of AI infrastructure spending and new tax incentives, the forecast for U.S. corporate investment growth in 2026 has been revised upward.
ExxonMobil (XOM), the largest oil and gas giant in the United States, recently warned that global oil inventories will fall to record lows in the coming weeks, forcing a new spike in oil prices ...
On May 29, Dell Technologies (DELL) released its fiscal first-quarter report for fiscal year 2027, showcasing strong ...
Includes first-to-market inverse ETF that allows traders to take short view on this year’s biggest IPO to date NEW YORK, May ...