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McDonald’s tests new value menu as fast-food discount wars heat up21:53 The burger chain is overhauling its menu and seeking to deliver a “clear and compelling value proposition.” Wall Street veteran says these are some of the most unbelievable charts he has ever seen21:53 A historic divergence has split the U.S. stock market: The benchmark S&P 500 index has tumbled into deeply oversold territory even as nearly half of its constituent stocks remained decidedly overbought. The midterm election results are redrawing the map for AI data centers21:53 U.S. data-center spending won’t drop a lot, but watch for delays, relocations and increased expenses for individual projects As Vistra and other energy stocks slide, some analysts warn of an ‘excessive knee-jerk’ reaction21:22 Energy stocks have already been under pressure, and newly elected officials may not slow the data-center boom as much as feared. Microsoft and Amazon combine for a $400 billion market-cap boost — and these factors show why21:22 Microsoft and Amazon shares are rising sharply on Wednesday, with one portfolio manager noting that a cloud-supply crunch could help the companies raise prices. 4 market-moving issues investors should watch now that the midterms are over20:18 The Democrats’ election sweep on Tuesday could have far-reaching consequences for markets and the economy. SpaceX’s Qualcomm deal could be a precursor to a telecom takeover20:18 The deal adds to what a BNP Paribas analyst called an “unprecedented” amount of news putting pressure on U.S. telecommunications operators. |
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