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AI-generated coverage of the most relevant US equity stories, refreshed every two days.
US EquitiesOct 11, 2026
SpaceX’s agreement to acquire a nationwide low-band spectrum portfolio triggered a sharp repricing across U.S. wireless stocks. T-Mobile US, AT&T and Verizon fell between 8.7% and 13.3%, while Crown Castle and American Tower rallied as investors assessed the competitive and infrastructure implications.
US EquitiesOct 9, 2026
A report that OpenAI’s annualized revenue was about $50 billion, roughly $20 billion below a figure previously presented to investors, triggered a selloff in AI-linked technology and semiconductor shares. The Nasdaq fell 1.25% on Thursday as the market also contended with higher oil prices and renewed concerns about inflation and interest rates.
US EquitiesOct 7, 2026
Constellation Energy surged after reports that it signed a long-term nuclear-power agreement with Google to support electricity demand from AI data centers. The deal reportedly covers 3.59 gigawatts and helped utilities lead Tuesday’s market advance as the S&P 500 and Nasdaq reached record highs.
US EquitiesOct 6, 2026
PTC shares surged after Schneider Electric agreed to acquire the industrial-software company in a $22.6 billion all-cash deal. The stock gained 33.5% on October 5 and ranked as the S&P 500’s strongest performer over the latest five-trading-day period, while broader indexes also advanced.
US EquitiesSep 11, 2026
Oracle’s latest quarter has put its cloud business in the spotlight, with reported infrastructure revenue jumping 121% and standing out in a tech sector otherwise pressured by rising rates and surging oil prices. The move comes as broader U.S. equity indexes have fallen on renewed inflation worries, making Oracle’s growth trajectory a key focus for investors tracking large-cap tech and AI-related demand.
US EquitiesSep 9, 2026
GameStop’s latest quarterly results have put the original meme stock back in the spotlight, with profit matching expectations but revenue falling sharply. The in-line earnings and double-digit sales decline land amid renewed pressure on U.S. equities from rising oil prices and rate-hike fears.
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