Technology
CoreWeave’s Sell-Off Exposes Financing Risks Across the AI Infrastructure Trade
CoreWeave’s multi-day decline and rising bond yields are putting financing risk at the center of the AI infrastructure trade.
October 16, 2026
Markets
Proofpoint’s $6.3 Billion Varonis Takeover Signals a New Cybersecurity M&A Wave
Proofpoint’s $6.3 billion all-cash deal for Varonis may reset cybersecurity valuations and encourage broader M&A among m…
Oct 16
Markets
Dow-Nasdaq Divergence Tests the AI Rally After CoreWeave Bond-Yield Shock
The Dow’s strength against a nearly flat Nasdaq signals rotation away from AI-linked momentum as CoreWeave’s bond shock …
Oct 16
Earnings
Truist Earnings Miss and LightStream Sale Put Regional-Bank Credit Trends Under the Microscope
Truist’s Q3 earnings miss and LightStream sale to Carlyle offer an early test of regional-bank loan-book strategy.
Oct 16
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Markets
Varonis Takeover Puts Cybersecurity Consolidation and Merger Arbitrage in Focus
Oct 16, 2026
