DoorDash will buy Instacart for $65 a share, or about $17 billion, in a mostly-cash deal that hands it the grocery technology and retailer reach it could not build alone. Closing could slip into 2028 after an antitrust review.
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Tradeweb Markets is paying roughly $1.97 billion for Trumid, adding the fast-growing electronic credit venue's grey-market and new-issue workflows and extending its reach across the full bond lifecycle.
LSEG agreed to acquire Octus for $3.535 billion in cash. The deal is a bid to own the data and analytics layer of a $3.5 trillion private credit market as public and private credit converge.
The 10-year Treasury yield fell more than 17 basis points to 4.972% on Thursday, its biggest one-day drop since March 2023, even as Brent crude hit a five-month high above $113. A haven bid and an inflation impulse are now in a standoff.
There is a number that Wall Street is sitting with this Friday morning: 145. That is how many billion dollars Meta Platforms now expects to spend on capital expenditures in 2026 - a figure that would exceed the military budgets of every nation on earth except the United States, China, and
Meta raised its 2026 capex guidance to $135-145 billion while posting strong Q3 earnings. The question now is whether the company's massive AI infrastructure spending will generate returns before investor patience runs out.
There is a number that Wall Street is sitting with this Wednesday morning: 19. That is how many billion dollars - at the high end - Super Micro Computer now expects to report in revenue for the quarter ended September 30, 2026. The company dropped a surprise preliminary business update after the
Analysts expect SpaceX to report $12.89 billion in Q3 2026 revenue—a 65% sequential jump. But the real question isn't whether SpaceX can grow, but whether it can justify the extraordinary capital it's consuming to do so.
There is a number that Wall Street has been sitting with since Wednesday evening: 500. That is how many billion dollars evaporated from Anthropic's expected IPO valuation in a single investor day meeting in San Francisco - a repricing that sent shockwaves through the AI complex and raised a
CoreWeave's credit default swaps hit distressed levels this week, pricing in a 63% chance of default. The Nasdaq posted its worst week since June. Here is what the AI debt crisis actually means for investors.
There is a number that Wall Street has been sitting with since Wednesday morning: 15. That is how many percent CoreWeave's stock fell in a single session on October 14, 2026 - the largest single-day decline for the Nvidia-backed AI cloud company since its IPO - as the
There is a number that Wall Street is sitting with this Friday morning: 6.3. That is how many percent US wholesale prices rose year-over-year in September 2026 - the largest annual gain in the Producer Price Index since December 2022, and the second hotter-than-expected inflation reading
TSMC reports its sixth consecutive record quarter with $46.7 billion in Q3 revenue, up 51% year-over-year. The results reveal the AI infrastructure buildout is not a sentiment trade but a fundamental capital allocation decision by the world's most cash-rich companies.