Tuesday, November 3, 2026

Markets

AI’s $466 Billion Borrowing Boom Meets Earnings Season

The AI trade is facing a financing test. Companies have borrowed heavily to build the infrastructure behind the technology. Investors now need evidence that...

France’s Debt Problem Is Giving the Dollar an Edge

France’s budget problems are moving beyond Paris. They are influencing European bond markets and the value of the euro. On October 7, the euro fell...

Are Space Stocks Finally Back Under the Spotlight?

Space stocks have fresh reasons to attract attention. Repeat launch orders, government awards and satellite deployments are putting measurable progress behind some of the...

The Bond Selloff Is Testing the AI Rally

The pressure on stocks is becoming easier to measure. The U.S. 10-year Treasury yield stood near 5.21% during the European morning, following a climb...

The AI Spending Boom Is Real. Which Stocks Will Capture the Returns?

AI investment is showing up across the stock market. Cloud providers are building data centers, chipmakers are shipping processors, and smaller companies are supplying...

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