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Equinix bookings surged 42% year-over-year while Digital Realty is bringing 5 GW of capacity online, as hyperscalers commit $500 billion to AI infrastructure in 2026 alone.
Coinbase reported a $667 million Q4 loss as revenue tumbled 20%, then authorized $3.7 billion in share repurchases. The move signals extraordinary conviction as Bitcoin trades near $67,000.
SoFi Technologies reported record quarterly revenue of $1.013 billion, added one million members in a single quarter for the first time, and guided for 30% growth in 2026. The company Wall Street left for dead at $6.75 is now one of America's fastest-growing financial institutions.
Goldman Sachs warns Brent crude could crash to $40 by late 2026 from OPEC+ oversupply, while BloombergNEF says an Iran disruption could send it to $91. The $51 gap reveals deep uncertainty.
Deere surged 13% to an all-time high after Q1 EPS of $2.42 crushed the $2.02 estimate and revenue of $9.61 billion topped forecasts by 27%. Management raised full-year guidance and declared the farm cycle has bottomed.
Spotify posted record profitability with 751 million monthly active users, 290 million paid subscribers, and $2.78 billion in free cash flow, completing one of tech's most dramatic financial turnarounds.
Vertiv Holdings reported a 252% surge in Q4 organic orders and a record $15 billion backlog as AI data center demand drives the infrastructure supercycle to new heights.
Alphabet raised nearly $32 billion in debt across seven tranches and four currencies in a single day, including a rare 100-year sterling bond, to fund its $185 billion AI infrastructure buildout.
Private equity deployment surged 57% to $905 billion in 2025 as private credit funds displaced banks to finance 80% of all leveraged buyouts, creating the most significant structural shift in corporate finance since the 2008 financial crisis.
DoorDash reported record Q4 revenue of $4 billion and $935 million in full-year profit, but management's warning of heavy 2026 investment in autonomous delivery has investors weighing growth against margins.
May wheat futures climbed above $5.70 per bushel for the first time since June 2025 as USDA cuts acreage forecasts and climate risks mount. Here is what is driving the rally.
Amazon plans to spend $200 billion on AI infrastructure in 2026, surpassing every other company in history. Here is why the bet is so large and what it means for investors.