The Agentic AI Threat Is Turning Cybersecurity Into May's Biggest Tech Trade
Cybersecurity stocks are leading the tech sector as agentic AI shifts spending toward platform-scale vendors. Analysts see long-term growth potential ahead.
US Shale Drillers Return to Growth Mode as Oil Prices Surge 30% Above Prewar Levels
US shale producers are returning to growth mode as higher oil prices prompt an uptick in drilling activity across major basins.
America’s Retailers Face a New Consumer Stress Test as Gas Prices Climb
US retailers face spending pullbacks as gas prices rise, forcing a K-shaped split between affluent and lower-income consumer behavior.
Stellantis and Jaguar Land Rover Sign Deal to Jointly Develop Cars for the US Market
Stellantis and Jaguar Land Rover strike a deal to explore joint vehicle development and shared technology for the US automotive market.
Record US Energy Exports Are Draining America’s Own Gas Tank
US energy exports hit record levels to meet global demand, tightening domestic supply and driving up gas prices for American consumers.
Software Momentum Gains Traction as Investors Rotate Out of Semiconductor Holdings
Software stocks are rebounding as investors rotate out of semiconductors, betting that SaaS companies can effectively adapt to the AI landscape.
GoPro Puts Its IP on the Market as Action Camera Sales Hit a Wall
GoPro is seeking a buyer as it struggles to pivot from stagnant action camera sales toward the defense and energy storage sectors.
Berkshire’s New CEO Is Already Rewriting the Playbook
Berkshire Hathaway's new CEO Greg Abel has initiated a portfolio overhaul, adding airline stakes and increasing tech exposure while exiting several holdings.
NextEra Energy Buys Dominion Energy in $67B Deal to Lead AI Power Race
NextEra Energy will acquire Dominion Energy in a $67 billion deal to form the world's largest regulated electric utility, targeting rising AI power demand.
The Design Industry Is Fighting Its Own Extinction Event
Legacy design software firms are successfully pivoting to AI, with Figma leading the charge despite significant broader market valuation challenges.
Free? In 2026? Capital One Brings Back Free Coffee Drinks on Monday from May to September
Capital One is bringing back free Monday beverages at its bank cafe locations throughout the 2026 MLB season to drive customer engagement.
