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Friday, 9 October 2026

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Finance

Why did Barclays upgrade SBM Offshore?

Experts view this transaction as a strategic win for both ExxonMobil and SBM Offshore, solidifying long-term control for ExxonMobil in Guyana's oil sector while allowing SBM to deleverage and monetize its assets effecti…

U.S. CPI Comes In at 3.4%, Matching Forecast

U.S. inflation eased in July, with consumer prices rising 3.4% year over year, matching the 3.4% forecast and slowing from 3.5% previously. Consumer prices rose 0.1% month over month, also in line with expectations. Cor…

A Fundamental Firm Foundation

With nearly 90% of S&P 500 Index companies having reported their second-quarter earnings, the bottom line has surprised by over 29% thus far compared to analyst estimates (see the chart).

Q2 2026 Robotics Earnings Show Physical AI Demand Broadening

I’ve often looked at the robotics movement as a “now-and-later” play, meaning that it’s part of the global industrial complex today, defensive against AI disruption (net winner), and increasingly, not just a cyclical, b…

Oil: Tightening supply supports elevated prices – BNY

BNY notes Crude Oil prices remain elevated as doubts over a US–Iran deal heighten supply concerns. The International Energy Agency (IEA) reports global Oil markets tightened further in July, with demand, supply, refinin…

Kalshi Adds Real-Time Market Data Feed Through DoubleZero

Kalshi is distributing its real-time order book data through DoubleZero Edge, allowing trading firms to access the prediction market’s live data over DoubleZero’s fiber network, the companies announced Wednesday.

Top Altcoins Showing Strength Ahead of Next Rally

The altcoins market remains under pressure, but several projects continue to develop their networks. These projects expand use cases and launch new products. Projects Solana, PUMP, BNB and SUI are among the altcoin draw…