Capital One and Meta Earnings Put Consumer Credit and AI Spending in Focus
Capital One and Meta’s earnings reports next week may test consumer credit health and the durability of AI spending after a volatile week.
Oil Tops $110 as Hormuz Risk and SPR Action Raise the Stakes for US Markets
Brent crossed $110 as Hormuz disruption fears grew, putting inflation, fuel costs and US and Canadian sector performance…
CoreWeave Credit Stress Sends a Warning to AI Infrastructure Investors
CoreWeave’s rising bond yields and CDS spreads offer a warning about leverage, financing risk and broader pressure on AI…
Truist Earnings Miss Highlights Loan-Sale Impact as Carlyle Deal Reshapes Business
Truist’s Q3 earnings miss, impacted by a loan sale, arrived alongside its agreement to sell LightStream to Carlyle.
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