Consumer stocks are testing technical floors, but the K-shaped economy means retail winners are increasingly polarized by income tier.
Food companies face growing pressure as margin compression and rising costs put long-standing dividend payouts at risk.
Stripe and Advent International have launched a $53B bid for PayPal, aiming to combine payment giants as PayPal faces ongoing competitive pressure.
Big US banks delivered record Q2 profits, signaling economic strength despite recession fears. Trading desks saw massive gains fueled by the AI boom.
Oilfield firms and infrastructure funds are expanding into data center development as AI demand drives a massive shift in capital and power requirements.
