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.
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 stocks.
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.
Truist Earnings Miss and LightStream Sale Put Bank Balance Sheets in Focus
Truist’s Q3 earnings miss and planned LightStream sale to Carlyle offer an early look at balance-sheet management in US regional banking.
Copart Completes ACV Auctions Deal, Expanding Its Online Vehicle Marketplace
Copart has completed its acquisition of ACV Auctions, reshaping the online vehicle-auction landscape and ending ACVA’s life as a standalone …
Truist’s Earnings Miss and LightStream Sale Put Regional Bank Strategy in Focus
Truist’s earnings miss, loan-sale impact and LightStream divestiture offer an early read on regional-bank strategy and loan quality.
CCC Intelligent Solutions Buyout Tests Appetite for Mid-Cap Software Deals
CCC Intelligent Solutions’ $6.1 billion take-private led by GTCR and Elliott could become a key test for software M&A demand.
Tech Sell-Off Sends Investors Into Treasuries as Market Risk Appetite Fades
Treasury yields slid as technology and semiconductor stocks came under pressure, signaling a sharp shift in market risk appetite.
Labcorp Expands Diagnostics Footprint With Up-to-$872 Million BioReference Asset Deal
Labcorp’s planned acquisition of select BioReference assets could broaden its diagnostics footprint while helping OPKO streamline its busine…
CCC Intelligent Solutions Buyout Highlights Private Equity's Appetite for Software Assets
CCC Intelligent Solutions' proposed $6.1 billion take-private deal, led by GTCR and Elliott Management, underscores demand for software asse…
Tech Sell-Off Sends Investors Into Treasuries as Jobless Claims Stay Resilient
A tech and AI infrastructure sell-off drove investors toward Treasuries, while resilient jobless claims complicated expectations for Federal…
Hot September CPI Sends Yields and Dollar Higher as Gasoline Prices Surge 9.1%
A hotter-than-expected September CPI report pushed stocks lower, lifted Treasury yields and strengthened the US dollar.