Fed pause, AI heat and oil nerves

Delta Air Lines IncDelta Air Lines IncFord Motor CoFord Motor CoGeneral Motors CoGeneral Motors Co

Micron’s AI Windfall Forces a Rethink of Memory Cycles

Micron Technology IncMicron Technology Inc

Oil shock meets Fed suspense

Delta Air Lines IncDelta Air Lines IncAdvanced Micro Devices IncAdvanced Micro Devices IncApple IncApple Inc

DocuSign Bets on “System of Action” as AI Agreements Push Free Cash Flow Past $1bn

DocuSign IncDocuSign Inc

Markets brace for policy and profit tests

Delta Air Lines IncDelta Air Lines IncApple IncApple IncIntel CorpIntel Corp

Adobe’s AI Bet Meets a Leadership Turning Point

Adobe IncAdobe Inc

Oracle Banks on Debt-Funded AI Build‑Out as Multicloud Database Surges 531%

Oracle CorpOracle Corp

HPE Uses Networking Strength To Offset Memory Shock And Lift 2026 Outlook

Hewlett Packard Enterprise CoHewlett Packard Enterprise Co

Costco rides tariff turmoil and deflation pockets to deliver margin gains

Costco Wholesale CorpCostco Wholesale Corp

JD.com Bets on AI Commerce and Food Delivery as Electronics Slump Tests China Consumer

JD.Com IncJD.Com Inc

Broadcom Maps a $100 Billion AI Chip Future as Custom XPUs Rewire the Data Center

Broadcom IncBroadcom Inc

BlackRock TCP Capital’s Sharp NAV Reset Puts Legacy Credits Under the Microscope

BlackRock TCP Capital CorpBlackRock TCP Capital Corp