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Canada Inflation Cools in September as Core CPI Slows Canada’s core inflation eased in September, with Core CPI rising 2.2%

Canada’s core inflation eased in September, with Core CPI rising 2.2% year over year, down from 2.4% previously. On a monthly basis, Core CPI...

10-19-26

China Q3 Growth Beats Expectations as Industrial Output Strengthens China’s economy expanded 4.5% year over year in the third quarter,

China’s economy expanded 4.5% year over year in the third quarter, slightly above the 4.4% consensus estimate and accelerating from 4.3% previously. On a...

10-19-26

ManpowerGroup Plunges 15% as Q4 Outlook and High Tax Rate Overshadow Improving Q3 Trends ManpowerGroup (NYSE: MAN) shares fell about

ManpowerGroup (NYSE: MAN) shares fell about 15% after the staffing company reported improved third-quarter results but issued a fourth-quarter earnings outlook that appears to...

10-15-26

CMC Rises 2% as Q4 Earnings Surge and Steel Margins Strengthen CMC (NYSE: CMC) shares rose about 2% after the

CMC (NYSE: CMC) shares rose about 2% after the company reported strong fiscal fourth-quarter 2026 results, with sharply higher earnings, expanding margins and solid...

10-15-26

First Horizon Rises 2.8% as Strategic Mortgage Sale Points to Better Future Earnings First Horizon (NYSE: FHN) shares rose about

First Horizon (NYSE: FHN) shares rose about 2.8% after the bank reported a third-quarter net loss but announced a major balance-sheet repositioning designed to...

10-15-26

Wipro Rises 4.2% as Margin Expansion and Strong Cash Flow Offset Weak Bookings Wipro (NYSE: WIT) shares rose about 4.2%

Wipro (NYSE: WIT) shares rose about 4.2% after the company reported improved operating margins and strong cash conversion for the quarter ended September 30,...

10-15-26

Prologis Falls 1.1% as Lower 2026 Net Earnings Guidance Offsets Solid Q3 Operations Prologis (NYSE: PLD) shares fell about 1.1%

Prologis (NYSE: PLD) shares fell about 1.1% after the industrial REIT reported higher third-quarter earnings and healthy leasing activity but sharply reduced its 2026...

10-15-26

Charles Schwab Falls 4.4% Despite Record Q3 Assets, Revenue and Earnings Charles Schwab (NYSE: SCHW) shares fell about 4.4% even

Charles Schwab (NYSE: SCHW) shares fell about 4.4% even after the company reported record third-quarter 2026 client asset inflows, revenue and earnings. Core net...

10-15-26

TSMC Falls 3.8% Despite Strong Q3 Growth as Rate Fears Pressure Chip Stocks Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) shares

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) shares fell about 3.8% even after the company reported another strong quarter, as a broader selloff in semiconductor...

10-15-26

Canada Wholesale Sales Fall 1.6% in August, Slightly Worse Than Expected Canadian wholesale sales declined 1.6% month over month in

Canadian wholesale sales declined 1.6% month over month in August, slightly weaker than the 1.5% contraction expected by economists. The drop also marked a...

10-15-26

Brazil Retail Sales Barely Rise in August, Missing Expectations Brazilian retail sales increased just 0.1% month over month in August,

Brazilian retail sales increased just 0.1% month over month in August, well below the 0.7% gain expected by economists. The reading nevertheless marked an...

10-15-26

Wall Street Trades Mixed as Hotter PPI and Strong Retail Sales Reinforce Rate Concerns U.S. stocks traded mixed after a

U.S. stocks traded mixed after a batch of economic data showed stronger consumer spending, hotter producer inflation and continued labor-market resilience. The S&P 500...

10-15-26

US DividendsFollow

Corning Incorporated Board of Directors declared a quarterly dividend on October 6, 2026 of $0.28 per share.

The dividend will be payable on December 11, 2026, to shareholders of record on November 13, 2026.

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Global Finance News 10-07-26

The Board of Directors of Trane Technologies plc declared a quarterly dividend of $1.05 per ordinary share, $4.20 per share annualized. The dividend is payable December 31, 2026, to shareholders of record on December 4, 2026.

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Global Finance News 10-07-26

Pfizer Declares $0.43 Fourth-Quarter Dividend, Extending Long-Running Payout Streak

Pfizer (NYSE: PFE) said its board of directors approved a fourth-quarter 2026 cash dividend of $0.43 per share.

The dividend will be payable on December 7, 2026, to shareholders of record at the close of business on November 6.

Pfizer said maintaining — and over the longer term growing — its dividend remains part of the company’s capital allocation strategy.

The payment will mark Pfizer’s 352nd consecutive quarterly dividend, extending the pharmaceutical company’s decades-long record of regular shareholder distributions.

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The Investor 10-06-26

Dividend Growth Stocks: Cisco Systems, Inc. (CSCO) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

(dividend-growth-stocks.com)

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The Investor 10-04-26

Honeywell Technologies (NASDAQ: HON) declared a quarterly dividend payment of $0.70 per share on common stock. The dividend is payable on December 4, 2026 to holders of record at the close of business on November 13, 2026.

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Global Finance News 09-25-26

Texas Instruments Incorporated (TI) (Nasdaq: TXN) announced it will raise its quarterly cash dividend 7%, from $1.42 per share to $1.52. The dividend will be payable November 10, 2026, to stockholders of record on October 30, 2026, contingent upon formal declaration by the board of directors at its regular meeting in October.

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Global Finance News 09-19-26

Keurig Dr Pepper (NASDAQ: KDP) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.23 per share, payable in U.S. dollars, on the Company's common stock. The regular quarterly dividend will be paid on October 9, 2026 to shareholders of record on September 28, 2026.

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The Investor 09-17-26

Bristol Myers Squibb (NYSE: BMY) today announced that its Board of Directors has declared a quarterly dividend of sixty-three cents ($0.63) per share on the $0.10 par value common stock of the company.

The dividend is payable on November 2, 2026, to stockholders of record at the close of business on October 2, 2026.

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WS Investor 09-16-26

Danaher Corporation (NYSE: DHR) announced today that its Board of Directors has approved a regular quarterly cash dividend of $0.40 per share of its common stock, payable on October 30, 2026 to holders of record on September 30, 2026.

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WS Investor 09-16-26

Microsoft Corp. on Tuesday announced that its board of directors declared a quarterly dividend of $0.98 per share, reflecting a 7 cent or 8% increase over the previous quarter’s dividend. The dividend is payable Dec. 10, 2026, to shareholders of record on Nov. 19, 2026. The ex-dividend date will be Nov. 19, 2026.

The Board of Directors of JPMorgan Chase & Co. (NYSE: JPM) declared a quarterly dividend of $1.65 per share on the outstanding shares of the common stock of JPMorganChase, an increase from the prior quarterly dividend of $1.50 per share. The dividend is payable on October 31, 2026, to stockholders of record at the close of business on October 6, 2026.

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WS Investor 09-16-26

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ChinaFollow

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China Q3 Growth Beats Expectations as Industrial Output Strengthens

China’s economy expanded 4.5% year over year in the third quarter, slightly above the 4.4% consensus estimate and accelerating from 4.3% previously.

On a quarter-over-quarter basis, GDP grew 1.2%, also beating expectations of 1.1% and improving from 0.9% in the second quarter.

Industrial production provided additional support, rising 5.5% year over year in September versus the 5.4% forecast and 5.2% previously. The unemployment rate also improved to 5.2% from 5.3%, better than the 5.3% consensus.

The main weak spot remained fixed-asset investment, which fell 7.2% year over year. While this was marginally better than the 7.3% decline expected, it was unchanged from the previous reading.

Overall, the data point to firmer near-term economic momentum in China, with stronger GDP growth, industrial activity and employment conditions offset by persistent weakness in investment.

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WS News 10-19-26

China PMIs Improve in September as Manufacturing and Services Return to Expansion

China’s September activity data showed a broad improvement across both manufacturing and services, with most major PMI readings moving above the 50 level that separates expansion from contraction.

The official Manufacturing PMI rose to 50.1 from 49.8, matching expectations and signaling a return to modest expansion. The official Non-Manufacturing PMI improved more sharply to 50.2 from 49.0, beating the 49.2 consensus.

The Composite PMI also strengthened to 50.7 from 49.5, indicating that overall business activity returned to expansion.

Private-sector RatingDog surveys were stronger. The Manufacturing PMI climbed to 52.1 from 51.5, beating expectations of 51.7, while the Services PMI rose to 51.6 from 51.4 and also exceeded forecasts.

The September readings suggest China’s economy gained some momentum at the end of the third quarter, with both factory and service-sector activity improving. For markets, the data are broadly supportive for Chinese equities, industrial commodities and other assets sensitive to Chinese growth, though investors will still watch whether the improvement is sustained in coming months.

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WS News 09-30-26

China’s Industrial Profit Growth Slows in August

China’s industrial profits rose 15.7% year to date in August, slowing from the previous reading of 17.6%.

The moderation suggests profit growth among Chinese industrial companies lost some momentum, even though earnings remained firmly positive on a cumulative basis.

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WS News 09-28-26

China Holds Five-Year Loan Prime Rate at 3.50% in September

China kept its five-year Loan Prime Rate (LPR) unchanged at 3.50% in September, matching market the previous month’s level.

The decision signals that Chinese policymakers are maintaining current borrowing-cost settings despite continued concerns about economic momentum and the property sector.

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WS News 09-20-26

China Industrial Production Beats Forecasts as Investment Weakness Deepens

China’s economic data for August painted a mixed picture, with stronger industrial activity offset by weaker investment and a slight rise in unemployment.

Industrial production increased 5.2% year over year, beating the 4.8% forecast and accelerating from 4.5% previously. The stronger reading suggests China’s manufacturing and industrial sectors maintained momentum despite broader economic pressures.

However, fixed asset investment fell 7.2% year over year, slightly worse than the expected 7.1% decline and deeper than the previous 6.7% contraction. Meanwhile, the unemployment rate edged up to 5.3% from 5.2%, also above expectations.

The figures highlight an uneven Chinese recovery, with industrial strength contrasting with persistent weakness in investment and the labor market.

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WS News 09-15-26

China’s New Loans Rebound to 60 Billion Yuan in August but Miss Forecasts

China’s banks extended 60 billion yuan in new loans in August, rebounding from a 340 billion yuan contraction in the previous period but falling well short of market expectations for 480 billion yuan.

The weaker-than-expected lending figure points to continued softness in credit demand despite the return to positive loan growth.

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WS Investor 09-14-26

China Inflation Accelerates in August as Energy Costs Push Producer Prices Higher

China’s inflation picked up in August, with consumer prices rising faster and producer inflation exceeding expectations as higher energy and commodity costs fed through the economy.

The consumer price index rose 0.8% year over year, matching expectations but accelerating from 0.5% in July. On a monthly basis, CPI increased 0.4%, above the 0.3% forecast and reversing July’s 0.1% decline.

Producer prices showed a stronger-than-expected increase. China’s PPI rose 3.8% year over year, above the 3.6% forecast and up from 3.5% in July. Higher international crude oil was among the main drivers, with energy costs elevated by supply concerns surrounding the Middle East conflict.

The figures suggest external cost pressures are lifting Chinese inflation, although underlying domestic demand remains relatively weak. With Brent crude trading around $100 amid escalating Middle East supply risks, energy prices could remain an important source of inflation pressure for China in the coming months.

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European Investor 09-09-26

China’s Trade Surplus Widens to $119.09 Billion as Exports Rise 25%

China’s trade surplus came in slightly above expectations in August as exports maintained strong growth while imports increased less than economists had forecast.

Exports rose 25.0% year over year, matching the consensus estimate and accelerating from 23.9% previously.

Imports increased 28.2%, up from the previous 27.5% gain but below expectations for 30.0% growth. Despite the miss, the strong increase suggests domestic demand for foreign goods remained robust.

China recorded a $119.09 billion trade surplus, slightly above the $118.60 billion forecast.

The figures show that China’s external trade remained resilient in August, with export growth accelerating and the trade surplus exceeding expectations. However, the weaker-than-forecast import reading provides a more mixed signal about the strength of domestic demand.

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WS News 09-08-26

China Services PMI Rises to 51.4 in August, Beating Expectations

China’s services sector expanded at a faster pace in August, with the RatingDog Services PMI rising to 51.4 from 50.4 in the previous month.

The reading came comfortably above market expectations of 50.6 and remained above the 50-point threshold separating expansion from contraction. The improvement suggests that activity in China’s services economy gained momentum during August.

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WS News 09-03-26

China Manufacturing PMI Rises to 51.5 as Factory Activity Strengthens

China’s manufacturing sector expanded at a faster pace in August, providing a positive signal for the world’s second-largest economy as factory demand, production and exports improved.

The RatingDog China General Manufacturing PMI, compiled by S&P Global, rose to 51.5 from 50.9 in July, beating expectations of 51.0. A reading above 50 indicates expansion.

Factory output increased at the fastest pace in three months, supported by stronger demand and additional production capacity. New orders also accelerated, while new export business recorded its strongest increase in six months.

Overall, the RatingDog data are moderately positive for China’s growth outlook and could support sentiment toward Chinese equities and industrial commodities, although weak domestic demand and persistent pricing pressure remain important risks.

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European Investor 09-01-26

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US BondsFollow

### U.S. 3-Year Treasury Auction Yield Jumps to 4.932%

The U.S. Treasury’s latest 3-year note auction cleared at a yield of 4.932%, sharply above the 4.474% yield at the previous auction.

The higher yield indicates investors demanded significantly more compensation to hold short- to intermediate-term government debt, reflecting renewed upward pressure on Treasury borrowing costs.

The result may reinforce market concerns that interest rates could remain elevated for longer, particularly as investors continue to assess inflation, labor-market resilience and the Federal Reserve’s policy outlook.

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The Investor 10-06-26

The deeper reason behind the relentless rise in bond yields

Ignore hysteria calls on rising bond yields.

(finance.yahoo.com)

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WS News 09-28-26

U.S. 7-Year Treasury Auction Yield Jumps to 5.085%

The U.S. Treasury’s latest 7-year note auction cleared at a yield of 5.085%, sharply above the previous auction’s 4.512%.

The roughly 57-basis-point increase signals a materially higher yield environment for intermediate-term U.S. government debt and may reflect investors demanding greater compensation amid persistent inflation, resilient economic data and uncertainty over the Federal Reserve’s rate path.

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WS Investor 09-24-26

10-year Treasury yield hits highest level since 2007 as market prices in another Fed rate hike

The 10-year Treasury yield rose to its highest level since 2007 on Wednesday.

(finance.yahoo.com)

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WS News 09-23-26

Treasury Yields Are Climbing. Can Stocks Hold Their Ground?

Rising Treasury yields, persistent inflation, and weakening small caps put pressure on stocks. Here's what investors should watch next.

(articles.stockcharts.com)

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The Investor 09-12-26

U.S. 10-Year Treasury Yield Nears 5% as Inflation and Oil Keep Bond Markets Under Pressure

U.S. Treasury yields remained near multi-year highs Friday, with the benchmark 10-year yield trading around 4.94%, just below the psychologically important 5% level. The yield briefly reached about 4.97% earlier as a global bond selloff continued.

The sharp rise in yields has been driven by renewed inflation concerns and expectations that the Federal Reserve could raise interest rates next week. U.S. producer prices rose 0.4% in August and 5.4% year-over-year, while the surge in oil prices above $100 a barrel has increased concerns that energy costs could keep inflation elevated. Markets are currently pricing roughly a 70% chance of a 25-basis-point Fed hike. (Reuters)

Pressure has also emerged from the supply side of the Treasury market. The government bought back $5.2 billion of longer-dated bonds in its latest operation, below the $6 billion maximum and well below the $10.5 billion offered by investors. Concerns about heavy government borrowing are adding to the premium investors demand for holding longer-term debt. (Reuters)

Attention now turns to Friday’s U.S. CPI report. A hotter-than-expected inflation reading could push the 10-year yield through 5%, while softer inflation could provide some relief to the bond market ahead of the Fed’s September 15–16 meeting.

Graph: cnbc*com

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European Investor 09-11-26

U.S. 10-Year Treasury Yield Surges Above 4.92% as Oil and Inflation Revive Rate-Hike Fears

The U.S. 10-year Treasury yield climbed to 4.922% on Thursday, rising about 8 basis points and reaching its highest level since 2023 as escalating Middle East tensions, surging oil prices and persistent U.S. inflation fueled a sharp bond-market selloff.

Geopolitical developments remain a major driver. The U.S.-Iran conflict has severely disrupted shipping through the Strait of Hormuz and Red Sea, while attacks on Gulf energy infrastructure have intensified supply concerns.

The resulting oil rally is feeding directly into inflation expectations. Brent crude has climbed above $104 a barrel, while WTI briefly crossed $100 on Thursday. Higher energy costs raise the risk that inflation remains elevated, reducing the likelihood that the Federal Reserve can ease monetary policy and increasing the possibility of another rate hike.

Thursday’s macro data reinforced those concerns. U.S. producer prices rose 0.4% month over month in August, while annual PPI accelerated to 5.4% from 4.8%, slightly exceeding the 5.3% forecast. Traders subsequently raised the probability of at least a 25-basis-point Fed rate hike next week to nearly 70%. (Reuters)

The 10-year yield has now risen sharply from around 4.75% over the past five sessions. With oil prices elevated and Friday’s U.S. CPI report still ahead, the 5% level is increasingly coming into focus as the next major threshold for the Treasury market.

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The Investor 09-10-26

Apple event live updates: First foldable, the iPhone Duo, iPhone 18 Pro, watches, and more

Apple is hosting its annual fall event at its Cupertino, Calif., headquarters.

(finance.yahoo.com)

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WS Investor 09-09-26

U.S. 10-Year Treasury Auction Yield Jumps to 4.834% as Oil Fuels Inflation Concerns

The U.S. Treasury’s 10-year note auction cleared at 4.834% on Wednesday, sharply above the 4.683% yield at the previous auction, reflecting the broader rise in long-term U.S. borrowing costs.

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WS Investor 09-09-26

US Stocks Rise as Treasury Bond-Market Support Eases Yield Pressure

U.S. stocks were mostly higher Wednesday as the Treasury Department’s expanded bond-buyback operations continued to support sentiment by easing pressure in the government debt market.

The S&P 500 was up 0.37% at 7,719.85, while the Dow Jones Industrial Average gained 0.46% to 53,588.62. The Nasdaq Composite, however, slipped 0.05% to 26,277.81, giving back its earlier gains as technology stocks lagged the broader market.

Treasury Intervention Brings Relief to Bonds and Stocks

The main catalyst supporting risk sentiment was Treasury Secretary Scott Bessent’s move to bolster liquidity in the Treasury market. The department said it would at least double the maximum size of liquidity-support buybacks for longer-dated Treasury securities, increasing operations from $2 billion to at least $4 billion and targeting the 10- to 30-year portion of the curve.

Bond yields dropped sharply following the announcement. The benchmark 10-year Treasury yield fell about 6 basis points to around 4.65%, while the 30-year yield declined roughly 9 basis points to around 5.20%. Treasury prices and yields move inversely.

The action has provided some relief after the recent surge in long-term borrowing costs became a major headwind for equities. The 30-year Treasury yield had climbed to around 5.34% on Tuesday, its highest level in nearly two decades, amid concerns over government borrowing, inflation, the U.S.-Iran conflict and elevated energy prices.

Dow Leads While Nasdaq Loses Momentum

The latest market action shows a divergence beneath the headline indexes. The Dow is now outperforming with a 0.46% gain, while the S&P 500 remains moderately higher. The Nasdaq has reversed its earlier advance and is trading slightly lower.

The reversal suggests that lower Treasury yields have not been enough to sustain the initial rebound in technology stocks. Growth and technology shares remain particularly sensitive to changes in long-term rates because higher yields reduce the present value of expected future earnings.

For the broader market, however, Treasury intervention has eased one of Wall Street’s most immediate concerns and helped stabilize financial conditions.

Investors will continue to monitor the Treasury market, oil prices and developments surrounding the U.S.-Iran conflict. The Federal Reserve’s July meeting minutes are also in focus for additional clues about the outlook for monetary policy, inflation and interest rates.

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Global Finance News 08-19-26

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NASDAQ:SOFIFollow

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SoFi Stock Rises 4.4% as Scotiabank Initiates Coverage With Sector Outperform Rating

SoFi Technologies (NASDAQ: SOFI) shares rose about 4.4% Wednesday after Scotiabank initiated coverage of the fintech company with a Sector Outperform rating and set a $25 price target.

SoFi shares were trading around $17.81, meaning Scotiabank’s $25 target implies approximately 40% upside from the current share price.

SoFi has evolved from its origins in student loan refinancing into a diversified digital financial services platform spanning personal loans, banking, investing, credit cards and financial technology infrastructure. Its expanding financial-services ecosystem and growing banking operations position the company to benefit from the continued shift toward digital banking.

The Sector Outperform initiation provides a fresh bullish catalyst for the stock. The 4.4% gain appears to reflect positive investor reaction to Scotiabank’s coverage and the significant upside indicated by its $25 price target.

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The Investor 09-02-26

SoFi Technologies (SOFI) Tumbles 14% Despite Record Revenue

SoFi Technologies shares fell roughly 14% on Wednesday, a punishing reaction to an earnings report that was better than expected on the surface but left investors with plenty to worry about underneath.

The digital bank posted Q1 revenue of $1.1 billion, up 41% year-over-year, and record loan originations of $12.2 billion. Yet the stock sold off hard for three key reasons.

First, Galileo, SoFi's high-margin banking-as-a-service platform, saw revenue collapse 27% to $75 million, hit by the exit of major client Chime from the platform (24/7 Wall St.). Second, SoFi's Q2 guidance missed Wall Street's forecasts on both revenue growth and EBITDA margin, sparking concerns about the company's near-term trajectory (FinancialContent). Third, management left its full-year guidance unchanged — offering no upside surprise to a market that needed reassurance.

Adding to the pressure, a second Muddy Waters short report alleged accounting irregularities involving a $312 million JPMorgan loan, while TD Cowen slashed its price target to $17 from $24 and Bank of America cut its target to $18, both citing macro headwinds and competition (StocksToTrade).

At around $15.88 per share, SOFI now trades more than 50% below its 52-week high of $32.21 from November 2025 (FinancialContent).

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Global Finance News 04-29-26

SoFi Technologies reported a standout fourth quarter in 2025, delivering record adjusted net revenue of $1.0 billion, up 37% year over year, and net income of $174 million. Adjusted EBITDA rose 60% to a record $318 million, while fee-based revenue jumped 53% to $443 million.

Growth remained strong across the platform, with members increasing 35% to a record 13.7 million and total products rising 37% to 20.2 million. Management highlighted continued momentum from its one-stop digital financial services model and announced 2026 guidance alongside a positive medium-term outlook.

Source: Business Wire, January 30, 2026

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Global Finance News 01-30-26

SoFi Launches $1.5 Billion Public Offering to Strengthen Capital and Support Growth

SoFi Technologies (NASDAQ: SOFI) has announced a $1.5 billion underwritten public offering of common stock, with underwriters receiving a 30-day option to purchase up to an additional 15 percent. All shares will be issued and sold by the company. SoFi plans to use the proceeds to bolster its capital position, enhance flexibility in capital management, and fund future growth initiatives.

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WS Investor 12-05-25

5 High-Growth US Fintech Stocks Riding the Digital Banking Boom - The Smart Investor

Ride the wave of digital banking with these five innovative US fintech stocks in 2025.

(thesmartinvestor.com.sg)

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Global Finance News 07-04-25

SoFi’s Q1 2025 earnings highlights:

- Net revenue: $772 million, up 20% year-over-year
- Adjusted net revenue: $771 million, up 33%
- Adjusted EBITDA: $210 million, up 46%
- GAAP net income: $71 million
- Diluted EPS: $0.06, up from $0.02 a year ago
- Member growth: 800,000 new members, reaching 10.9 million total, up 34% year-over-year
- Product growth: 1.2 million new products, reaching 15.9 million total, up 35%

Segment performance:

- Financial Services: revenue doubled to $303 million; contribution margin rose to 49%
- Technology Platform: revenue grew 10% to $103 million; contribution margin at 30%
- Lending: revenue rose 25% to $413 million; lending origination volume hit a record $7.2 billion, up 66%

Additional points:

- Fee-based revenue reached a record $315 million, up 67%
- Net interest income rose 24% year-over-year
- Tangible book value grew to $5.1 billion, or $4.58 per share
- Credit performance improved, with lower charge-off and delinquency rates
- Continued brand-building activities, including partnerships with TGL (stadium golf league) and CMA Fest
- New SoFi Plus subscription service launched

Updated 2025 guidance:

- Full-year adjusted net revenue expected at $3.235 to $3.310 billion (previously $3.200 to $3.275 billion)
- Full-year adjusted EBITDA expected at $875 to $895 million (previously $845 to $865 million)
- Full-year GAAP EPS expected at $0.27 to $0.28 (previously $0.25 to $0.27)

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WS News 04-29-25

SoFi Technologies reported record performance in Q4 2024, with a net revenue of $734 million, reflecting a 19% year-over-year increase, and net income of $332 million, a significant leap from $48 million in Q4 2023. The company's strong performance was driven by the Financial Services and Tech Platform segments, which combined grew 52% year-over-year and contributed 49% of total adjusted net revenue.

For 2024, SoFi achieved a GAAP profitability milestone with $2.7 billion in total net revenue, up 26% from the prior year, and a full-year net income of $499 million, compared to a loss of $301 million in 2023. Key drivers of growth included a 34% increase in members, a 32% increase in products, and a 63% rise in fee-based revenue.

In the Lending segment, loan originations reached $7.2 billion in Q4, a 66% year-over-year increase, with personal, student, and home loans posting record volumes. SoFi also reported improved credit performance, with personal loan delinquency and charge-off rates decreasing.

For 2025, SoFi projects adjusted net revenue growth of 23–26% and adjusted EBITDA between $845–$865 million. Management also plans to reinvest in the business, targeting an incremental EBITDA margin of 30%.

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The Investor 01-27-25

What is your expectations for Sofi in 2025?

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Global Finance News 01-17-25

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Kodiak AI Chooses AWS to Support Autonomous Trucking Development Ahead of Driverless Highway Launch

Kodiak AI said it selected Amazon Web Services as its primary cloud provider to support the compute-intensive AI development, simulation and data infrastructure behind its autonomous trucking technology.

AWS will provide the cloud capacity used for Kodiak’s BreakPoint safety-validation system, which injects realistic errors into autonomous-driving signals and searches for rare edge cases that could lead to collisions. Kodiak said the system can identify in minutes scenarios that might otherwise require tens of thousands of miles of real-world driving to encounter.

The company will also use AWS to scale GPU compute for training and refining the AI models behind the Kodiak Driver autonomous-driving system, while supporting customer-facing operations software and storage of operational data.

Kodiak is preparing to launch driverless trucking operations on public highways in Texas later in 2026. The AWS partnership is intended to provide the infrastructure needed to support that launch and potentially scale autonomous operations across the United States.

The collaboration highlights the growing role of cloud computing and GPU infrastructure in autonomous-vehicle development, particularly for simulation, model training and large-scale safety validation.

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WS Investor 10-01-26

AWS and The Nature Conservancy Partner to Scale AI-Powered Stormwater Management

Amazon Web Services and The Nature Conservancy’s Brightstorm program announced a strategic collaboration to expand data-driven stormwater management using cloud infrastructure, artificial intelligence and real-time sensor networks.

At the center of the partnership is Brightstorm’s Smart Watershed Network Management framework, which combines AI, weather forecasting and smart sensors to manage stormwater across entire watersheds. AWS will provide the cloud and AI infrastructure needed to scale the system and make its data and tools more accessible to planners, policymakers and water managers.

The collaboration will also support Alluvia, a free open-source platform designed to build, host and scale smart watershed tools. AWS is providing the cloud infrastructure behind the platform, with a focus on scalability, reliability and security.

One of the first real-world deployments will take place around Florida’s Indian River Lagoon, where stormwater pollution threatens water quality and biodiversity. The pilot will connect stormwater ponds into an intelligent network designed to improve flood control and reduce pollution.

The partnership reflects AWS’s broader push to apply cloud and AI technologies to environmental infrastructure, while Brightstorm aims to turn aging stormwater systems into more adaptive and data-driven networks that can eventually be replicated across the U.S. and other markets.

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European Investor 09-28-26

Accenture Edge and AWS Launch Six AI and Cloud Offerings for Mid-Market Companies

Accenture and Amazon Web Services expanded their collaboration with six ready-to-deploy offerings aimed at helping mid-market companies adopt AI, modernize cloud infrastructure and strengthen cybersecurity.

The initiative is being delivered through Accenture Edge, a business focused on companies with annual revenue between $300 million and $3 billion. AWS is serving as a foundational partner, providing cloud, security and AI capabilities alongside Accenture’s industry and implementation expertise.

The six offerings include Agentic Data Discovery, AI-Powered Instance Migration, Connected Customer Experience Innovation Services, Optimization Health Check, RAI Red Teaming and Secure Cloud Foundation. They are available through the Accenture AWS Marketplace Storefront and are designed to address data migration, cloud modernization, contact-center AI, cost optimization and AI security.

Accenture and AWS also pointed to work with 407 ETR, where a cloud-based contact-center platform built on Amazon Connect helped support more than 250 employees while achieving 99.9% platform reliability and keeping call and chat abandonment rates at 5% or less.

The collaboration broadens Accenture’s AI and cloud push into the mid-market, where companies often need more standardized and lower-complexity solutions than large enterprises.

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Global Finance News 09-22-26

Amazon to Invest $1.9 Billion in Delivery Service Partner Program in 2027

Amazon said it will invest another $1.9 billion in its Delivery Service Partner program in 2027, supporting higher driver pay, new safety initiatives and expanded use of AI-powered delivery technology.

The company said the investment will help DSP owners raise average Delivery Associate earnings by roughly another $1 to nearly $24 per hour nationwide. Over the past three years, Amazon estimates its investments have supported an average 16% increase in driver pay.

Amazon is also expanding safety technology across its last-mile network. New surround-view cameras are being rolled out to Rivian electric delivery vehicles, while the Amazon Delivery App is adding real-time hazard alerts and automatic route adjustments for weather, accidents and road closures. The company said serious vehicle crashes across the network fell more than 23% last year.

AI is becoming a larger part of delivery operations as well. Amazon’s Wellspring mapping system has identified 202 million parking locations, 2.8 million building entrances and 85,000 mailrooms and lockers since 2024, while AI-based routing is being used to account for real-world conditions such as darkness and parking congestion.

Amazon also plans to expand deployment of its Smart Delivery Glasses to more than 20,000 devices by the end of 2027 and will commit $70 million over five years to community initiatives led by DSP owners.

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European Investor 09-21-26

AWS Launches AI Workflows for Energy and Utilities With Amazon Quick

Amazon Web Services announced new ready-to-use AI workflows for Amazon Quick, targeting energy and utilities companies with industry-specific tools for areas including grid planning, asset management, drilling exploration, compliance and energy trading.

The workflows are designed to connect data from multiple operational systems into a single interface, allowing users to generate recommendations and take actions without building custom applications. AWS said Quick can help with tasks such as scheduling maintenance orders, routing outage workflows and updating compliance records, potentially reducing work that can take weeks to hours.

The offering uses MCP-connected integrations from more than a dozen energy-sector partners. Participants include Accenture, IBM, Hitachi Digital Services, EPAM, Infosys, S&P Global, Seeq, Slalom and other specialized energy and technology providers.

AWS said the integrations are intended to combine generative AI with domain-specific expertise across production monitoring, grid operations, asset maintenance and other energy workflows.

The new capabilities are available to Amazon Quick users in the energy sector, extending AWS’s push to bring industry-specific AI tools into enterprise operations.

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Global Finance News 09-19-26

AWS and Salesforce Expand AI Partnership With Agents, Data and Voice Integrations

Amazon Web Services and Salesforce announced an expanded partnership aimed at bringing enterprise AI agents, CRM data and broader model choice directly into the tools employees already use.

The integrations will make Salesforce business data available inside Amazon Quick, while AWS AI agents will operate directly within Slack. Salesforce Agentforce customers will also gain access to Amazon Bedrock’s selection of foundation models, including models from Anthropic and NVIDIA, with OpenAI models expected to follow.

The companies are also expanding zero-copy connectivity, allowing AI agents to access enterprise data across AWS and Salesforce without requiring companies to migrate or duplicate that information.

Another key development is voice AI: Agentforce Voice and Amazon Connect Customer will support real-time, bidirectional communication between AI agents, while Salesforce is using AWS Trainium chips to power low-latency voice dictation in Slack.

The expansion highlights how Amazon and Salesforce are positioning their cloud, CRM and AI platforms around the growing enterprise shift toward agentic AI.

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The Investor 09-15-26

Regulators target transparency in digital ad auctions amid Google and Amazon cases | Noah Intelligence

Recent legal actions against Google and Amazon spotlight growing concerns over auction fairness and transparency in digital advertising, raising questions about platform control and trust.The latest legal scrutiny of...

(noah-news.com)

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The Investor 09-12-26

Amazon AWS Brings Agentic AI to Wealth Management With Hoxton Wealth

Amazon Web Services is working with international financial advisory firm Hoxton Wealth to deploy agentic AI across wealth-management operations, targeting faster reporting, compliance processes and access to internal expertise.

The collaboration is part of AWS’s $1 billion investment in Forward Deployed Engineering (FDE), an initiative that embeds AWS engineers directly with customers to develop and deploy agentic AI systems. AWS says the approach is designed to move AI applications from concept to production in days rather than months.

AI Cuts Work From Hours to Minutes

Hoxton Wealth is already using AI to generate client reports and personalized presentations, reducing processes that previously took hours to minutes. The company is also developing an AI-powered internal knowledge base that allows advisors to access expertise without relying on a small group of senior employees.

The technology is being applied to compliance as well, with Hoxton saying checks that previously took days can now be completed in a fraction of the time.

For Amazon (NASDAQ: AMZN), the project demonstrates how AWS is pushing beyond providing cloud infrastructure and foundation-model access toward directly helping enterprises deploy production-ready AI agents. Financial services could represent a particularly important market as firms seek to automate labor-intensive workflows while maintaining industry-specific compliance requirements.

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Global Finance News 09-05-26

Federal Trade Commission and 22 states sue Amazon over inflated advertising prices

The Federal Trade Commission and 22 states filed a lawsuit against online retailer Amazon on Monday claiming that it defrauded advertising customers. The lawsuit, filed in the U.S. District Court in the Western District of Washington, claims that Amazon overcharged 1.2 million advertising customers by misleading them on prices for online auctions for ads. The complaint says Amazon said it was offering competitive prices on several ad products when it was actually inflating auction prices.

(finance.yahoo.com)

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European Investor 09-01-26

Amazon Rises 4.2% as Evercore ISI Raises Price Target to $355

Amazon (NASDAQ: AMZN) shares rose 4.2% after Evercore ISI maintained its Outperform rating and raised its price target on the stock.

The firm increased its Amazon price target to $355 from $315. With Amazon trading around $267, the new target implies roughly 33% upside from that level.

The bullish rating provides additional support for Amazon shares, with Evercore ISI signaling greater confidence in the company’s earnings and growth potential through the higher valuation target. The 4.2% gain suggests investors are responding positively to the analyst’s more optimistic outlook.

Amazon remains one of the largest beneficiaries of continued growth in cloud computing and artificial intelligence through AWS, while its dominant e-commerce and advertising businesses provide additional earnings drivers. The combination of these businesses strengthens Amazon’s position across several of the technology sector’s major growth areas.

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European Investor 08-28-26

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NASDAQ:SPCXFollow

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US Justice Department probes Nvidia's licensing deal with Groq amid antitrust concerns | Noah Intelligence

The US Department of Justice is examining whether Nvidia's licensing agreement with AI startup Groq was structured to evade antitrust scrutiny, signalling intensified regulation of AI industry mergers.The US Department...

(noah-news.com)

💬 🔗

WS News 09-11-26

SpaceX's next trillion dollar bet has nothing to do with rockets, Musk tells staff

Elon Musk told SpaceX employees AI revenue will soon surpass Starlink and rockets combined, projecting up to $500 billion a year by 2027.

(teslarati.com)

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European Investor 08-15-26

SpaceX officially closes its Cursor acquisition

AI coding startup Cursor is now officially a part of SpaceX.

(finance.yahoo.com)

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European Investor 08-15-26

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France BondsFollow

French 12-Month Bill Yield Rises to 3.24%

France’s 12-month BTF auction cleared at a yield of 3.240%, up from 3.161% at the previous auction.

The roughly 8-basis-point increase indicates that short-term French government borrowing costs moved higher, consistent with the broader rise in European and global bond yields.

💬 🔗

WS News 09-28-26

France’s 6-month BTF auction yield rose slightly to 2.342%, up from 2.319% in the previous auction.

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WS Investor 04-27-26

France’s 12-month BTF (short-term Treasury bill) auction cleared at a yield of 2.634%, slightly lower than the previous 2.694%.

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Global Finance News 04-13-26

Short-term French government borrowing costs edged higher as the latest six-month Treasury bill auction showed rising yields.

The French 6-month BTF yield increased to 2.509%, up from 2.407% in the previous auction, signaling slightly tighter financing conditions.

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The Investor 04-07-26

The French 10-Year OAT Yield came in at 3.73%, rising from the previous 3.46%.

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WS News 04-02-26

France’s 12-month BTF auction yield rose to 2.660%, up from 2.585% previously.

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European Investor 03-30-26

France’s 6-month BTF yield rose at the latest auction, indicating slightly higher short-term borrowing costs.

The yield increased to 2.412% from 2.199% in the previous auction, reflecting a modest uptick in investor return requirements.

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WS Investor 03-23-26

France sold 12-month BTF treasury bills at a yield of 2.353%, slightly higher than 2.339% in the previous auction.

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WS Investor 03-16-26

France’s 6-month Treasury bill (BTF) yield rose to 2.217% at the latest auction, up from 2.065% at the previous sale, indicating slightly higher short-term borrowing costs for the French government.

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European Investor 03-09-26

France’s 12-month BTF auction cleared at a yield of 2.097%, slightly higher than the previous 2.055%.

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Global Finance News 03-02-26

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NASDAQ:NVDAFollow

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NVIDIA Launches Isaac ROS 5.0 With Agentic AI Tools for Robotics Development

NVIDIA released Isaac ROS 5.0, expanding its open-source robotics platform with new agentic AI capabilities designed to help developers build, customize and deploy robotics applications faster.

The release adds support for ROS Lyrical and Ubuntu 24.04 while introducing reusable AI-agent skills for setup, manipulation and perception tasks. NVIDIA said new agent-ready documentation and workflows can help AI agents translate developer intent into working robotics applications more efficiently.

One of the key upgrades is FoundationPose, which now includes an agent-ready inference library that can track object position and orientation up to 5.5 times faster. NVIDIA also added a standalone pick-and-place skill combining detection, depth estimation and pose output for robotics developers.

The broader ecosystem is also expanding. RealSense, Intrinsic, Magna, Flexiv, Universal Robots, Mentee Robotics and others are using Isaac ROS across applications ranging from industrial automation and machine tending to humanoid robotics and autonomous manipulation.

Isaac ROS 5.0 supports hardware ranging from Jetson Orin Nano to Jetson Thor, allowing developers to move from development to on-device deployment as robotics workloads grow more complex. The software is available now as a free and open-source release.

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Global Finance News 09-22-26

NVIDIA Launches DSX Ready Program for AI Factory Power and Cooling Systems

NVIDIA introduced DSX Ready, a new qualification program designed to help AI factory builders identify power, cooling and infrastructure products that meet applicable NVIDIA DSX reference-design requirements.

The program launches with two initial categories: battery energy storage systems and cooling distribution units. Qualified BESS products include solutions from Hitachi Energy, LG Energy Solution and Tesla, while qualified CDU providers include LG Electronics, LiquidStack and Vertiv.

DSX Ready is intended to reduce integration risk as AI data centers face increasingly tight power, cooling, water and grid constraints. NVIDIA said the broader DSX platform is designed to treat compute, networking, power, cooling, facilities and software as a single coordinated system rather than separate infrastructure layers.

For battery systems, suppliers complete qualification testing and submit supporting data for NVIDIA review. Cooling providers use a self-qualification suite to determine whether specific CDU products meet NVIDIA’s functional requirements. The company emphasized that qualification does not replace site-level engineering.

NVIDIA plans to add more infrastructure and software categories over time. The initiative reflects the growing importance of power delivery and liquid cooling as AI factories scale to support increasingly dense computing systems.

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European Investor 09-21-26

NVIDIA, Google and Emerald AI Launch Alliance to Tackle AI Data Center Power Constraints

NVIDIA, Google and Emerald AI have launched the AI Energy Management Alliance, a new coalition aimed at making large AI data centers more flexible in how they consume electricity and accelerating their connection to power grids.

Power availability has become a major constraint on the expansion of U.S. AI infrastructure. The alliance is developing a framework that would allow AI data centers to adjust electricity consumption according to grid conditions by shifting computing workloads, using energy storage or paired generation, and reducing demand during periods of system stress.

The approach could allow utilities to connect large AI facilities more quickly while reducing the need for costly grid upgrades. AEMA plans to establish standardized performance requirements covering response times, power curtailment, emergency operations and data sharing between data centers and grid operators.

The initiative brings together AI companies, data center operators, power producers, utilities and grid operators. For NVIDIA and the broader AI industry, addressing electricity constraints is becoming increasingly important as rapidly expanding AI computing capacity requires substantially more power infrastructure.

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WS Investor 09-16-26

NVIDIA Brings Perplexity’s Local AI Agent to Windows RTX PCs

NVIDIA said Perplexity Portable Computer is now available on compatible Windows PCs powered by GeForce RTX and RTX PRO GPUs, expanding access to AI agents that can perform complex tasks locally rather than relying entirely on cloud computing.

Portable Computer is a local version of Perplexity Computer designed to plan and execute multistep tasks. NVIDIA GPUs accelerate local models that can analyze data, work across files and handle recurring tasks while keeping sensitive information on the device. Tasks completed locally also do not consume Perplexity Computer cloud credits.

The platform combines local and cloud AI. For more demanding reasoning tasks, the agent can determine that cloud processing is needed and ask for permission before sending information off-device. It can also connect with services including Microsoft Outlook, OneDrive, Word, Google Drive, Gmail, Slack and GitHub.

The development highlights NVIDIA’s push to expand AI computing beyond data centers and into personal computers. Running increasingly capable AI agents directly on RTX hardware could create another source of demand for high-memory GPUs as agentic AI becomes more integrated into everyday professional workflows.

Portable Computer requires a GeForce RTX or RTX PRO GPU with at least 24GB of VRAM, while support for NVIDIA DGX Station is expected later.

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WS Investor 09-14-26

NVIDIA Says Its AI Platform Is Powering the Global Robotaxi Expansion

NVIDIA is expanding its role in autonomous transportation as robotaxi developers, mobility platforms and automakers increasingly adopt the company’s computing technologies to train, simulate and operate driverless vehicles. NVIDIA says every major robotaxi program currently operating at commercial scale uses at least part of its modular technology stack.

The platform combines three major computing layers: NVIDIA DGX systems for AI model training, Omniverse and Cosmos running on RTX PRO servers for simulation and validation, and DRIVE Hyperion with DRIVE AGX Thor for in-vehicle computing. DRIVE Hyperion 10 uses dual Blackwell-based DRIVE AGX Thor chips alongside cameras, radar, lidar and ultrasonic sensors to provide 360-degree perception and redundant computing.

NVIDIA’s ecosystem now spans many of the biggest names in autonomous mobility. Uber plans to scale NVIDIA DRIVE Hyperion-based robotaxis to 28 cities by 2028 and is working with companies including Lucid, Mercedes-Benz, Nuro, Pony*ai, Wayve and WeRide. Lyft, Bolt, May Mobility and Waymo are also using or working with NVIDIA technologies.

Automakers including Mercedes-Benz, Stellantis, Hyundai, Kia, Geely and Zeekr are also integrating NVIDIA technology into autonomous-driving programs, while Tesla uses NVIDIA supercomputers to train its autonomous-driving neural networks.

The expansion positions NVIDIA to capture computing demand beyond data centers as physical AI moves toward commercial deployment in transportation.

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Global Finance News 09-11-26

US Justice Department probes Nvidia's licensing deal with Groq amid antitrust concerns | Noah Intelligence

The US Department of Justice is examining whether Nvidia's licensing agreement with AI startup Groq was structured to evade antitrust scrutiny, signalling intensified regulation of AI industry mergers.The US Department...

(noah-news.com)

💬 🔗

WS News 09-11-26

NVIDIA and Palantir Partner to Bring Sovereign AI to Critical Supply Chains

NVIDIA and Palantir Technologies announced a new collaboration Thursday to develop a sovereign AI stack designed to optimize complex supply chains, with the technology initially being deployed across NVIDIA’s own operations.

The platform combines NVIDIA’s Nemotron open AI models with Palantir Foundry and its Artificial Intelligence Platform, or AIP. Grounded in Palantir’s Ontology, the system is designed to identify supply constraints, improve visibility and help organizations make operational decisions while maintaining control of proprietary data.

NVIDIA is using the technology to manage one of the semiconductor industry’s most complicated supply chains. The company said each Vera Rubin rack requires about 1.3 million parts, with production dependent on coordinated supplies of compute, memory, networking, power, cooling and mechanical components.

The companies plan to extend the technology beyond NVIDIA to industries including manufacturing, energy, healthcare, automotive and aerospace. Customers will be able to deploy the AI stack on-premises, in colocation facilities or in the cloud while retaining ownership and control of their models and operational data.

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The Investor 09-10-26

Nvidia Gains 2.5% as Rosenblatt and Needham Reiterate Buy Ratings

Nvidia (NASDAQ: NVDA) shares rose about 2.5% as two Wall Street firms reiterated bullish ratings on the AI chip leader.

Rosenblatt Securities analyst Kevin Cassidy maintained a Buy rating on Nvidia with a $390 price target, implying substantial upside from the stock’s current price of $234.07.

Needham & Company analyst N. Quinn Bolton also reiterated a Buy rating, setting a $300 price target.

AI Leadership Supports Bullish Sentiment

The positive analyst calls reinforce Wall Street confidence in Nvidia’s position at the center of the artificial intelligence infrastructure market. The company remains the dominant supplier of GPUs used to train and run advanced AI models, while its broader ecosystem spanning networking, software and accelerated computing strengthens its competitive position.

The two price targets indicate different expectations for Nvidia’s upside, but both firms remain bullish on the stock. Rosenblatt’s $390 target is particularly aggressive, representing roughly 67% upside from the indicated price, while Needham’s $300 target implies about 28% upside.

Nvidia’s 2.5% gain suggests the reiterated Buy ratings are adding to positive sentiment around the AI semiconductor leader.

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Global Finance News 09-04-26

NVIDIA to Acquire Hugging Face for $12.93 Billion, Expanding Its Reach Across the AI Ecosystem

NVIDIA has agreed to acquire Hugging Face for approximately $12.93 billion, bringing one of the world’s largest open artificial intelligence developer platforms under the AI chip leader as it expands its influence beyond computing hardware and deeper into the software and model ecosystem.

Hugging Face has become a central hub for open-source and open-weight AI development. According to NVIDIA, more than 18 million developers, researchers and creators use the platform, which hosts over 3 million models, 500,000 datasets and 1 million applications. More than 200,000 companies use Hugging Face to discover, evaluate, customize and deploy AI models.

Importantly, NVIDIA said Hugging Face will remain an open platform rather than becoming tied exclusively to NVIDIA hardware. Developers will continue to be able to choose their preferred models, frameworks, cloud providers, inference services and computing platforms, and NVIDIA compute will not be required to use Hugging Face. The platform will also continue supporting models from competing developers and multi-cloud and multi-accelerator deployments.

The acquisition could significantly expand NVIDIA’s position across the AI technology stack. NVIDIA already dominates the market for accelerators used to train and run advanced AI models, while Hugging Face provides a major distribution and collaboration layer connecting model developers with enterprises and researchers. NVIDIA said it has already published more than 500 models and over 250 open datasets on Hugging Face and describes itself as the platform’s largest contributor of open models and data.

NVIDIA plans to use its infrastructure, engineering capabilities and global reach to improve Hugging Face’s reliability, model evaluation, safety, inference and deployment capabilities while preserving its open ecosystem.

The $12.93 billion deal represents another major strategic expansion for NVIDIA as competition increasingly moves beyond GPUs toward complete AI platforms encompassing chips, networking, software, models and deployment. Owning Hugging Face could give NVIDIA a much broader role in how millions of developers build and deploy AI while maintaining the platform as a hardware-neutral gateway to the wider AI ecosystem.

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European Investor 09-03-26

Nvidia's next act is bigger than selling AI chips: Chart of the Day

CEO Jensen Huang wants Nvidia to become the architecture of AI, not merely its dominant chipmaker.

(finance.yahoo.com)

💬 🔗

WS News 09-02-26

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NASDAQ:CRWVFollow

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CoreWeave Gains as JPMorgan Upgrades CRWV to Overweight, Raises Target to $125

CoreWeave (NASDAQ: CRWV) shares rose about 4% Thursday after JPMorgan upgraded the AI infrastructure company to Overweight from Neutral and raised its December 2027 price target to $125 from $120.

Analyst Samik Chatterjee cited strong demand for AI compute capacity, a favorable pricing environment and CoreWeave’s ability to secure short-term contracts at premium rates. Recent contracts have included terms of roughly three to six months, while higher compute pricing appears to be more than offsetting increased costs and supporting stronger contribution margins on new agreements. JPMorgan also pointed to pricing increases across the GPU compute market as evidence that demand remains tight (Blockspace).

The upgrade comes as CoreWeave continues to expand rapidly. Second-quarter revenue reached $2.58 billion, up 112% year over year, while backlog stood near $104 billion before including more than $25 billion of additional customer commitments secured early in the third quarter.

CoreWeave shares were trading around $90.29, up roughly 3.9%. JPMorgan’s new $125 target reflects expectations that strong AI infrastructure demand and improved pricing could continue to support revenue growth and margins.

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WS Investor 09-24-26

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USFollow

Wall Street Trades Mixed as Hotter PPI and Strong Retail Sales Reinforce Rate Concerns

U.S. stocks traded mixed after a batch of economic data showed stronger consumer spending, hotter producer inflation and continued labor-market resilience. The S&P 500 fell 0.26% to 7,698.99 and the Nasdaq dropped 0.86% to 26,463.05, while the Dow Jones Industrial Average rose 0.55% to 51,907.65.

September retail sales increased 0.8% month over month, well above the 0.3% consensus estimate, although growth slowed from 1.3% previously. Core retail sales rose 0.9%, also beating the 0.6% forecast but easing from 1.4%.

Inflation data were more concerning. Producer prices jumped 1.3% month over month, more than double the 0.6% expected and sharply above the prior 0.5% increase. Core PPI rose 0.7%, compared with a 0.3% forecast and 0.2% previously.

The labor market remained firm. Initial jobless claims were 199,000, matching expectations and little changed from 198,000, while continuing claims came in at 1.710 million, exactly in line with forecasts and slightly below 1.714 million previously.

Manufacturing data were also much stronger than expected, with the New York Empire State Manufacturing Index jumping to 25.5 in October from 7.6, far above the 12.1 consensus estimate.

The data combination points to an economy that remains resilient but is also experiencing renewed inflation pressure. That backdrop may reinforce expectations for interest rates to remain elevated for longer, which appears to be weighing particularly on the rate-sensitive Nasdaq even as the Dow moves higher.

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The Investor 10-15-26

Wall Street Falls as September Inflation Comes in Hotter Than Expected

U.S. stocks moved lower after September inflation data showed broader price pressures remained firmer than economists expected. The S&P 500 fell 0.76% to 7,745.85, while the Nasdaq dropped 0.99% to 26,934.31. The Dow Jones Industrial Average declined 0.14% to 51,597.18.

Headline CPI increased 0.6% month over month in September, matching expectations but accelerating from 0.4% in August. On a year-over-year basis, inflation rose to 3.7%, above the 3.6% consensus estimate and up from 3.4% previously.

More importantly for the Federal Reserve outlook, core inflation also came in hotter than expected. Core CPI rose 0.3% month over month versus the 0.2% forecast, while the annual core rate accelerated to 2.6% from 2.4%, also exceeding the 2.5% consensus estimate.

The combination of higher headline inflation and an upside surprise in core prices suggests underlying inflation pressures remain persistent. That could reduce expectations for near-term monetary easing or reinforce the case for keeping interest rates elevated for longer.

The Nasdaq’s larger decline is consistent with renewed rate concerns weighing more heavily on growth and technology stocks, while the relatively smaller move in the Dow suggests a more defensive market response.

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Global Finance News 10-14-26

Wall Street Trades Mixed as U.S. Housing Data Beats Expectations

U.S. stocks traded mixed Tuesday as investors digested stronger-than-expected housing data alongside another increase in weekly private-sector employment.

The S&P 500 slipped 0.07% to 7,801.82, while the Nasdaq Composite fell 0.11% to 27,217.00. The Dow Jones Industrial Average was slightly higher, gaining 0.04% to 51,868.87.

U.S. existing home sales increased to an annualized 3.99 million units in September, above expectations of 3.95 million and up from 3.93 million previously. On a monthly basis, sales rose 1.5%, significantly stronger than the expected 0.8% decline and reversing the previous month’s 3.2% drop.

Separately, ADP’s weekly employment measure showed private payrolls increasing by 24,800, up from 23,800 in the previous reading.

The data points to continued resilience in parts of the U.S. economy, particularly housing and employment. However, the relatively muted equity-market reaction suggests investors remain cautious about how stronger economic activity could influence the Federal Reserve’s interest-rate outlook.

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European Investor 10-13-26

U.S. Consumer Sentiment Weakens in October as Inflation Expectations Stay Elevated

The University of Michigan’s preliminary Consumer Sentiment Index fell to 46.3 in October, below the 47.5 consensus estimate and down from 48.1 previously.

Consumer expectations were somewhat more resilient, rising to 47.3 from 46.3 and beating the 45.9 forecast. That suggests households became slightly less pessimistic about the outlook even as overall sentiment deteriorated.

One-year inflation expectations edged up to 4.7% from 4.6%, although the reading came in slightly below the 4.8% consensus estimate.

The report gives a mixed signal for markets. Softer headline sentiment points to continued caution among U.S. consumers, while the improvement in expectations offers some support to the growth outlook. However, inflation expectations remain elevated, which could keep investors sensitive to additional price-pressure data and complicate expectations for faster monetary easing.

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WS News 10-09-26

U.S. Stocks Edge Higher as Brent Crude Holds Near $104

U.S. stocks opened modestly higher on Thursday, with the S&P 500 up 0.27% at 7,786.27, the Dow Jones Industrial Average gaining 0.28% to 51,375.78, and the Nasdaq rising 0.34% to 27,285.85.

Brent crude was trading at $103.89 per barrel, down 0.37% on the day, after moving between roughly $102.50 and $103.90 during the session. Oil remains at elevated levels despite the slight decline.

The combination of firm equity markets and Brent holding above $100 suggests investors are balancing resilient risk appetite against continued inflation concerns from high energy prices. Elevated crude can increase transportation and input costs across the economy, potentially keeping some pressure on headline inflation.

For equities, the near-term question is whether oil prices stabilize around current levels or resume their recent rise. A renewed move higher in crude could revive concerns over inflation and interest rates, while a pullback would provide some relief to broader market sentiment.

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Global Finance News 10-09-26

U.S. Stocks Mixed as Rising Oil Prices Revive Inflation Concerns

U.S. stocks traded mixed on Thursday as investors weighed resilient labor-market data against a sharp rise in oil prices that renewed concerns about inflation.

The S&P 500 fell 0.17% to 7,788.26 and the Nasdaq declined 0.43% to 27,421.53, while the Dow Jones edged up 0.08% to 51,219.42.

Initial jobless claims came in at 197,000, below the 200,000 consensus and down from 199,000 previously, suggesting layoffs remain relatively limited. Continuing claims, however, increased to 1.716 million from 1.699 million, slightly above expectations of 1.710 million, pointing to somewhat softer re-employment conditions.

Oil added another source of pressure. Brent crude surged about 4.6% to roughly $104.83 per barrel during the session. The sharp increase raised concerns that higher energy costs could feed back into headline inflation and transportation costs, potentially slowing the disinflation process.

The combination of firm initial claims and rising oil prices is not particularly supportive for aggressive Federal Reserve easing. Investors appear to be balancing continued economic resilience against the risk that renewed energy inflation could keep interest rates higher for longer, which is especially relevant for rate-sensitive technology and growth stocks.

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European Investor 10-08-26

Wall Street Turns Lower as Inflation Expectations Rise and 10-Year Treasury Yield Jumps

U.S. stocks moved lower Wednesday as investors reacted to higher consumer inflation expectations and a sharp increase in the yield at the latest 10-year Treasury note auction.

The S&P 500 fell 0.24% to 7,800.42, while the Dow Jones Industrial Average declined 0.59% to 51,219.02. The Nasdaq Composite was down 0.39% at 27,492.49.

The New York Fed’s one-year consumer inflation expectations rose to 3.9% in September, above both the 3.6% forecast and the previous reading of 3.6%. The increase suggests households are becoming more concerned about near-term price pressures, potentially complicating the Federal Reserve’s path toward easier monetary policy.

Pressure on markets was reinforced by the U.S. Treasury’s 10-year note auction, which cleared at a yield of 5.300%, sharply above the previous auction’s 4.834%. The higher yield points to materially higher borrowing costs and increases the discount rate applied to future corporate earnings, a particular headwind for growth-oriented equities.

The combination of rising inflation expectations and higher long-term Treasury yields appears to be weighing on risk sentiment, with investors reassessing the possibility that U.S. interest rates may remain elevated for longer than previously anticipated.

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Global Finance News 10-07-26

### U.S. 3-Year Treasury Auction Yield Jumps to 4.932%

The U.S. Treasury’s latest 3-year note auction cleared at a yield of 4.932%, sharply above the 4.474% yield at the previous auction.

The higher yield indicates investors demanded significantly more compensation to hold short- to intermediate-term government debt, reflecting renewed upward pressure on Treasury borrowing costs.

The result may reinforce market concerns that interest rates could remain elevated for longer, particularly as investors continue to assess inflation, labor-market resilience and the Federal Reserve’s policy outlook.

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The Investor 10-06-26

U.S. Trade Deficit Widens Sharply in August; Atlanta Fed GDPNow Holds at 3.7%

The U.S. trade deficit widened significantly in August to $105.6 billion, exceeding expectations for a $100.8 billion shortfall and deteriorating from the previous month’s $92.8 billion deficit.

Separately, the Atlanta Federal Reserve’s GDPNow model continued to estimate third-quarter U.S. economic growth at an annualized 3.7%, unchanged from both the previous estimate and market expectations.

The unchanged GDPNow reading suggests that, despite the weaker trade balance, incoming economic data have not materially altered the model’s overall assessment of third-quarter growth.

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The Investor 10-06-26

Wall Street Opens Higher as ADP Weekly Employment Growth Strengthens

U.S. stocks opened higher on Tuesday, with the S&P 500 rising 0.79% to 7,835.09, the Dow Jones Industrial Average gaining 0.75% to 51,652.43 and the Nasdaq advancing 0.77% to 27,687.76.

The positive start came alongside a firmer reading from ADP’s weekly employment estimate. U.S. private-sector employment increased by 23,800, up from 22,500 in the previous reading, suggesting that labor demand remains relatively resilient.

The data added to the latest evidence that the U.S. labor market is continuing to expand, even as investors assess whether employment conditions are cooling enough to influence the Federal Reserve’s policy outlook.

Equities moved broadly higher at the open, with gains across all three major indexes. Markets are now likely to remain sensitive to upcoming labor, inflation and economic-growth data as investors reassess the timing and pace of any future changes in U.S. interest rates.

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The Investor 10-06-26

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