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Recent Articles
Search ArticlesOil Jumps, But Canadian Stocks Slide On Tech And Metals
The S&P/TSX fell 1.2% as WTI settled at $90.22 while US-Iran tensions lifted energy shares and hit broader risk appetite. What's going on here? Canada’s S&P/TSX fell 1.2% Tuesday even as oil jumped more than 5%, as renewed US-Iran tensions lifted energy shares but weighed on everything else. What does this mean? The TSX slid 444.75 points to 35,825.73 as information technology, base metals, and industrials led the drop, while energy rose 3.1% on higher crude prices.
Dell Raised Forecasts Again As AI Server Orders Kept Growing
arter hit a record $47 billion, above LSEG’s $44.92 billion estimate, while adjusted earnings were $7.04 a share versus $4.91 expected. The bigger story, though, was guidance. Dell lifted its annual revenue outlook by $25 billion to $192 billion and raised its adjusted earnings forecast to $25.50 from $17.90.
S&P Global Weighs Spinning Out Capital IQ Pro
Bloomberg reported the data platform could be valued in the high single-digit billions, even as financial stocks slid and Treasury yields inched up. What's going on here? S&P Global is weighing a spinout of its Capital IQ Pro data platform, which Bloomberg said could be valued in the high single-digit billions of dollars. What does this mean?
Dell Raised Its Forecasts Again Thanks To AI Servers
The company lifted its fiscal 2027 AI-optimized server revenue outlook to $74 billion and beat second-quarter estimates on sales and EPS. What's going on here? Dell just raised its outlook again, saying demand for its AI-focused servers is strong enough to push both and forecasts higher. What does this mean?
Zoox And Waymo Take Driverless Ride-Hailing To More US Cities
l mapping, safety checks, fleet staging, charging or maintenance sites, and relationships with regulators and first responders. That “launch kit” costs a lot up front, so unit economics typically look worse during expansion and only improve once there are enough vehicles and rides to spread those fixed costs across more fares.
Dealmakers Were Busy With Big Divestitures And PE Takeovers
Nestle, Keurig Dr Pepper, and several UK firms all agreed to transactions priced from about $396 million to $2.51 billion. What's going on here? Dealmakers were busy on Tuesday: Nestlé and Keurig Dr Pepper struck big divestitures, while UK-listed Bodycote and Gamma Communications agreed to private equity takeovers, with prices ranging from about $396 million to $2.51 billion. What does this mean?
CrowdStrike Heads Into Fal.Con With AI Growth Questions
Truist wants proof that AI features can lift long-term ARR, even after the stock slid 7.7% on Tuesday. What's going on here? CrowdStrike heads into its Fal.Con conference with Wall Street asking a simple question: can its new AI features turn into lasting subscription growth after the fell 7.7% on Tuesday? What does this mean? Fal.Con is CrowdStrike’s annual product event, and this year it lands right after a strong quarter and higher expectations for fiscal 2027.
Gold Slips Below Its 200-Day Moving Average
A stronger dollar and Treasury yields at their highest since January 2025 helped push spot prices down 2.4%. What's going on here? Gold fell more than 2% Tuesday and slipped below a closely watched long-term line, the 200-day moving average. A firmer US dollar and the highest Treasury yields since January 2025 added to the pressure. What does this mean? Spot gold dropped 2.4% to $4,342.20 an ounce after briefly hitting a two-week low, while US gold fell 1.9% to settle at $4,396.40.
How Our Research Picks Have Held Up: September 2026
Markets bounced back in August, and some of our investment ideas came roaring back with them. Here’s how our picks did, and what we’re changing now. August brought some welcome relief for investors. US hit fresh record highs around the middle of the month, Nvidia's earnings gave the AI trade a lift, and bitcoin clambered above $80,000 for the first time since May.
Apple Reworks Its Leadership Team As John Ternus Takes Over
Bloomberg says finance chief Kevan Parekh is absorbing Luca Maestri’s corporate services remit, while other longtime executives take on bigger roles. What's going on here? Apple is tweaking its leadership org chart, and Bloomberg says the biggest change is that CFO Kevan Parekh is taking over “corporate services” as hardware chief John Ternus steps into the CEO role. What does this mean?