Eurozone PMI Reaches 52.1 as New Orders Grow at the Fastest Pace in 40 Months
Eurozone composite PMI rose to 52.1 in August 2026, a nine-month high, as manufacturing strengthened and new orders posted a 40-month gain.
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Alibaba Profit Falls 75% as AI Infrastructure Spending Accelerates
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Growth Funds Pull In $8.78 Billion Even as Tech Funds Lose $4.62 Billion
U.S. growth funds drew $8.78B while tech funds shed $4.62B, as bonds and cash also saw big bids. Data quirks and rate hopes explain...
AI's $220 Billion Debt Wave Is Pushing Real Bond Yields Toward Multi-Decade Highs
Amazon's $220B 2026 capex pivot and a $700B+ AI buildout are fueling record IG issuance, lifting long-term real yields toward multi-decade highs.
AI's $220 Billion Debt Wave Is Pushing Real Bond Yields Toward Multi-Decade Highs
US 30‑year real yields near 3% as AI‑linked bond sales hit $220B in 2026, making up ~13% of IG supply. Investors face harder trade‑offs...
Berkshire Turns Buyer Again Under Greg Abel as Its Cash Starts Moving Back Into Stocks
Berkshire Hathaway cash is rotating back into stocks under Greg Abel as T-bill comfort gives way to selective buys. Sectors, signals, and risks to...
Paytm Reaches a 56-Month High After Bernstein Turns More Bullish
₹220 crore Q1 profit and a 56‑month high put Paytm back in focus as Bernstein turns more bullish; Citi vs CLSA targets frame the...
Intel Chooses Dilution: A 5 Billion Share Sale to Fund Its Foundry Push
Q2 2026 revenue $16.13B, Foundry $5.77B, and capex lifted above $20B frame Intel’s push as it eyes a massive equity raise. What dilution could...
MarineMax Soars 45% on Blackstone's $1.5 Billion Take-Private Deal
45% intraday surge puts MarineMax in focus as Blackstone lines up a reported $1.5B take-private. Spread math, playbook, and the real risks on the...