News
Bank of America's warning that investment banking fees will fall 10% in Q3 signals a sharp reversal from the banner first half of 2026. What's driving the slowdown?
Macro
The collision of August retail sales data and the Federal Reserve's rate decision on Wednesday morning is a stress test that will define the durability of this tightening cycle.
Tech
There is a number Wall Street has been quietly sitting with since Saturday morning: 2026. That is the year Sam Altman just ruled out for OpenAI's initial public offering - a decision that carries implications far beyond one company's listing timeline and cuts to the heart of
News
Nvidia is reportedly in talks to anchor Anthropic's IPO with a $10 billion investment, signaling confidence in a $2 trillion valuation that would make it one of the ten most valuable companies on earth. What does this mean for the AI economy?
Macro
The August CPI report lands this morning - the last inflation data the Fed will see before its September 16 rate decision. With PPI running at 5.4% annually and oil above $100, the stakes for markets could not be higher.
Wall Street Wire
Evolution Metals & Technologies Corp. (NASDAQ: EMAT) issued initial revenue guidance of $400 million to $460 million for fiscal 2027, a major step up from the $5 million to $8 million it expects for fiscal 2026, as an expanded magnet operation in South Korea comes online.
Macro
As of Tuesday, September 8, 2026, the US-Canada trade relationship entered a dangerous new phase. Canada's retaliatory tariffs took effect at midnight, and the White House responded with import bans - crossing a threshold no administration had crossed before.
Leading coverage and analysis of the latest developments on wall street and the companies that trade on its exchanges.
There is a number that Wall Street has been quietly recalibrating around this week: 60. That is how many billions of dollars Amazon could spend on Qualcomm's AI data-center chips and related products under a landmark partnership announced Tuesday - a deal that signals a seismic shift in
Beyond Oil (TSX: BOIL) (OTCQB: BEOLF) is a Canadian-listed micro-cap selling a patented technology that captures the harmful compounds forming inside frying oil, a category sitting near the center of the Trump administration’s food-reform agenda.
On Smith & Nephew's Q2 earnings call, CEO Deepak Nath acknowledged that dominant wound care product SANTYL is a "slower process." MediWound's EscharEx is already in Phase 3 targeting that exact disadvantage.
The yen carry trade has ballooned to a record $2.35 trillion. As the Bank of Japan and Federal Reserve prepare for rate decisions, a sharp yen appreciation is threatening to unwind one of the largest leveraged trades in global finance history.
There is a number that Wall Street has been quietly recalibrating around for months: 34. That is how many percent Fair Isaac Corporation's stock has fallen since January 2026 - a decline that tells a story far bigger than one company's earnings miss. It is the story
Bloom Energy's S&P 500 inclusion signals Wall Street's recognition that fuel cell technology is critical infrastructure for the AI economy. With data center power demand outpacing grid capacity, the company's on-site generation capability has become essential.
There is a number Wall Street has been dreading all week: 56. That is how many thousands of jobs economists expected the U.S. economy to add in August, according to the Bloomberg consensus - a modest rebound from the shocking loss of 23,000 jobs in July that rattled markets
Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3 2026. CEO Hock Tan's guidance projects $230 billion in AI revenue by fiscal 2028, validating the custom silicon thesis and reshaping the competitive landscape against Nvidia.
There is a number that Wall Street has been watching closely this week: 15. That is how many years Tim Cook served as Apple's chief executive officer before handing the keys to John Ternus on September 1, 2026 - a transition that marks the most consequential leadership change at
Brent crude above $90, global bond yields at 18-year highs, and a Fed chair signaling a rate hike. Three forces are converging on markets simultaneously as September begins.
A grid-security order, a $750 million Pentagon-backed mine investment, and EM&T's own Pohang power expansion all landed inside the same seven days, and all three are pointing at the same strategic gap.