Hyperscalers set to spend 102% of cloud revenue on AI capex in 2026, UBS says
UBS projects Amazon, Alphabet, and Microsoft will spend about 102% of their combined cloud revenue on capital expenditures in 2026,…
Indices News
News about stock market indices (S&P 500, Nasdaq, Dow Jones, etc.)
The S&P 500 Is Near a Record High — History Says That’s Not a Warning Sign
The S&P 500 has set several new record highs in August 2026 and is up more than 12% year-to-date, leaving…
Deutsche Bank warns markets are pricing a near-perfect Goldilocks scenario
Deutsche Bank says financial markets are pricing in an unusually favorable mix of outcomes, with equities near record levels and…
Dow Jones Futures Repair Weekly Losses as Nvidia Earnings and Warsh Speech Loom
The stock market rally bent but didn't break last week, with the Dow Jones, S&P 500 and Nasdaq all posting…
Same-day options now drive up to half of S&P 500 volume, amplifying dealer hedging swings
Same-day options now drive a large share of S&P 500 trading, and the hedging dealers run against them can amplify…
