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CrowdStrike fell 8%, Okta dropped 9.2%, and the Global X Cybersecurity ETF posted its worst day since November 2023 after Anthropic launched Claude Code Security. What it means for the $200 billion cybersecurity sector.
Nvidia reports Q4 FY2026 earnings on February 25 with Wall Street expecting $66 billion in revenue. Blackwell GB300 chips now account for two-thirds of AI GPU revenue. Here is what investors need to know.
Central banks purchased 863 tonnes of gold in 2025 and 95% plan to buy more in 2026. Wells Fargo raised its year-end target to $6,300. The institutional shift away from the dollar is accelerating.
Salesforce reports Q4 FY2026 earnings on February 25 with Agentforce at $1.4 billion ARR and 9,500 paid deals. The results could prove that enterprise AI agents have moved from pilot to production.
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.
Saudi Arabia's PIF, Silver Lake, and Affinity Partners are taking Electronic Arts private in the largest leveraged buyout in history, and the deal just cleared its biggest regulatory obstacles.
Airbus guided just 870 aircraft deliveries for 2026, missing Wall Street's 896 estimate, as Pratt & Whitney engine shortages force the world's largest planemaker into a rare moment of vulnerability.
Reddit stock has fallen from above $300 to around $140, losing 39% of its value in 2026. User growth has decelerated for six consecutive quarters. Here is what the post-IPO reckoning means.
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.
Renaissance Capital estimates 200-230 IPOs raising $40-60 billion in 2026. With Stripe, Databricks, and potentially OpenAI in the pipeline, this could be the biggest IPO year since 2021.
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.