For much of the past two years, Wall Street treated long-run inflation expectations as the boring part of the macro story. Short-run prints whipped around. The five-year horizon stayed anchored. That assumption broke this month. The Cleveland Fed just published its highest five-year inflation expectation in 19 years, a reading that sits above the levels ... Fed’s Long-Term Inflation Forecast Hits 19-Year High
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May 21 () - Japan's Kawasaki Heavy Industries will partner with Nvidia to develop solutions integrating robotics with physical artificial intelligence, and will set up a joint development center in Silicon Valley, the Nikkei newspaper reported on Thursday. The collaboration will initially focus on medical and mobility fields, with Nvidia's simulation technology to be applied to Kawasaki Heavy Industries' Corleo, a four-legged personal mobility robot under development, Nikkei added.
When we spoke in December, reflecting on fiscal year 25, I said that 2025 had been a year of momentum in the realization of the need for enhanced cybersecurity to address the coming threat to data security posed by quantum computers at scale. What has become clear in the first half of our current fiscal year is that when is becoming now. While that, in my view, while that is my view based on our deep understanding of the threat, let me cite the view of some leading players in the quantum and security space.
Deere & Company (NYSE:DE) reported higher second-quarter sales and maintained its full-year profit outlook, as strength in construction equipment and Small Ag & Turf helped offset continued weakness in large agriculture markets. On the company’s earnings call, Director of Investor Relations Chris S
Arqit Quantum (NASDAQ:ARQQ) reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the marke
IT hardware stocks may not fully reflect growing macro and earnings risks despite strong recent gain
Japan's Kawasaki Heavy Industries will partner with Nvidia to develop solutions integrating robotics with physical artificial intelligence, and will set up a joint development center in Silicon Valley, the Nikkei newspaper reported on Thursday. The collaboration will initially focus on medical and mobility fields, with Nvidia's simulation technology to be applied to Kawasaki Heavy Industries' Corleo, a four-legged personal mobility robot under development, Nikkei added. As part of the effort, Kawasaki Heavy Industries will open the joint development center in San Jose, California.
Nvidia (NVDA) remains well positioned for continued earnings growth despite investor concerns about
Freddie Mac’s weekly 30-year fixed mortgage rate average rose 0.15 percentage point to 6.51%, the biggest weekly gain since late March and the highest rate since the week of August 28, 2025. Geopolitical uncertainty and concerns about inflation are among the factors dragging Treasury yields higher—and, by extension, mortgage rates. The iShares U.S. Home Construction exchange-traded fund, which tracks home builders, was down about 1.3%, while the 10-year Treasury yield, which informs the direction of mortgage rates, was 0.028 percentage point higher, to 4.620%.
(Bloomberg) -- The biggest tech companies are borrowing more than expected to fund their spending on data centers and other artificial intelligence infrastructure, and the investment-grade bond market won’t be able to accommodate all of their financing needs.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Goldman CEO Slides Into Musk’s
SpaceX will be the largest IPO in history. Stock Strategist Andrew Rocco explains what you need to know.
Tech stock bulls have driven up the shares of companies that don’t pay dividends and are preparing to welcome more in the IPOs of SpaceX, OpenAI and Anthropic.
President Donald Trump recently signed an executive order directing the Federal Reserve to review granting crypto f...
Spotify plans to usher the biggest music fans to the front of the dreaded line for concert tickets. The audio-streaming giant said Thursday that it will save two concert tickets for some artists’ top fans to purchase before tickets go on general sale. “No racing bots, no chasing around online for presale codes, just two tickets held just for you,” said Rene Volker, Spotify’s senior director of live music, during an investor day presentation.
The CEO of Union Pacific said he is confident the revised UP-Norfolk Southern merger application will be accepted by the Surface Transportation Board. The post UP CEO confident rail merger application checks all the STB’s boxes appeared first on FreightWaves.
Somewhere between a thought experiment and a margin call, SpaceX has a price. On Hyperliquid, a decentralized derivatives venue, a synthetic contract called SPCX-USD recently changed hands around $203. Plug that price into the company’s share count and the implied valuation lands at roughly $2.4 trillion. At that level, a SpaceX initial public offering would ... SpaceX Is Quietly Trading at a Price That Would Make It 23x Bigger Than Facebook’s IPO
Lowe's (LOW) faces risks to 2026 numbers amid rising rates, consumer pressure, and cost inflation, R
RTX (RTX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
United (UAL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
GE (GE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
EQT (EQT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Investing.com -- Berenberg has downgraded Mobileye Global Inc to “Hold” from “Buy,” saying the stock’s sharp rally since March has made its near-term risk-reward profile more balanced despite continued confidence in the company’s long-term autonomous driving opportunity.
Off-price retail company Ross Stores (NASDAQ:ROST) will be reporting earnings this Thursday after market close. Here’s what to look for.
Walmart said higher petrol prices were leading stressed consumers to ration purchases at the pump and warned of inflation in its store aisles...
Spotify has struck a deal with Universal Music Group to let subscribers create AI-generated covers and remixes of songs, marking the first time the audio-streaming giant will allow users to produce AI content using its platform. Universal Music is home to artists including Taylor Swift, Ariana Grande, Drake and Billie Eilish. The move puts Spotify in more direct competition with startups such as Udio and Suno that allow AI-powered music creation.
NIO (NYSE:NIO) reported sharply higher first-quarter deliveries and revenue, with management pointing to stronger margins, a broader product cycle and continued investment in battery-electric vehicle technology as key themes for 2026. On the company’s earnings call, William Li, NIO’s founder, chair
The Second Circuit Court of Appeals affirmed the ruling on 20 May 2026, supporting a lower court decision that struck out the qui tam case brought by relators Mike Henig and Henig Furs under the False Claims Act.
Bin Li: [Interpreted] Hello, everyone, and thank you for joining NIO Inc.'s 2026 Q1 earnings call. Breaking it down by brand, NIO brand delivered 58,543 vehicles, maintaining its leadership in China's BEV segment priced above RMB 300,000. The ONVO brand delivered 13,339 vehicles, continuing to unlock its growth potential.
Investing.com -- Iran is in discussions with Oman to establish a permanent toll system for maritime traffic passing through the Strait of Hormuz, according to Iran’s ambassador to France, Mohammad Amin-Nejad.