Historically, two financial forces have consistently struck fear into equity markets: higher oil prices and a sharp increase in government bond yields. Elevated borrowing costs typically compress corporate valuations, while rising energy costs act as a stealth tax on consumer spending. Yet, in September 2026,......
22 September, 2026 No comment
SanDisk (NASDAQ:SNDK) received a fresh bullish call from Rosenblatt, which initiated coverage of the memory-chip maker with a Buy rating and a $2,400 price target. The stock gained 4% after the market opened on Tuesday. The target represents an upside of over 35% from SanDisk’s......
22 September, 2026 No comment
The easy read of Monday’s news is that Vistra landed another data centre customer. It did not, at least not in any way that moves Vistra’s numbers. The 20-year, 207-megawatt supply deal with New Era Energy & Digital (NASDAQ: NUAI) is about 5% of the......
22 September, 2026 No comment
The easy reading of the Google AI slowdown lawsuit is that it is an Anthropic and OpenAI story, with Google named at the end of the caption. The complaint says otherwise. In the 29-page filing four paid subscribers lodged in San Francisco on 18 September,......
22 September, 2026 No comment
