Microsoft, Alphabet, Amazon and Meta are investing unprecedented sums in AI infrastructure. Demand is strong, but depreciation, utilisation and free cash flow will determine whether the economics work.
Early US earnings have been strong, but reports from Microsoft, Meta, Apple and Amazon will test the quality, breadth and sustainability of corporate profit growth.
Durable-goods orders, a Federal Reserve decision, GDP and PCE inflation all arrive within days. Here is what each report can—and cannot—tell you.
Every time someone visits a `.com` website, a largely invisible piece of infrastructure helps point the request in the right direction.
Investors are borrowing more heavily against shares and using increasingly leveraged strategies. That does not guarantee a market correction, but it could make the next bout of volatility faster and more disruptive.
The European Central Bank kept rates unchanged as it weighs slowing inflation against persistent energy risks. The more important signal may be the continued tightening of bank credit.
The SEC is preparing for a future of nearly round-the-clock U.S. stock trading. Longer hours may improve access, but overnight liquidity, pricing and order execution require care.
U.S. producer prices fell in June, but the decline was concentrated in goods while services prices continued to rise. The split matters for company margins, policy and investors.
New Federal Reserve research suggests that liquidity held above regulatory minimums helped banks support corporate borrowers during the acute stress of March 2020. The lesson is not that every buffer must always be larger, but that usable headroom can matter when credit lines are suddenly drawn.
A new Federal Reserve paper shows how leases and borrowing between reporting dates can make corporate leverage look lower than it really is. Here is what investors should check.
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