sector-analysis News
Grubhub Enters Grocery Delivery With Instacart Partnership
The deal intensifies competition for market leaders DoorDash and Uber, leveraging Instacart's fulfillment network to challenge their dominance in the expanding US delivery sector.
AI's Power Thirst Ignites Nuclear Revival, Boosting Utility Stocks
Google's deal with NextEra Energy to restart a nuclear plant for its data centers highlights a growing trend among tech giants to secure carbon-free power.
Wall Street Raises Bar for Big Tech Earnings on AI Fervor
Analysts are lifting forecasts for Microsoft, Alphabet, Meta, and Nvidia, betting that AI, cloud, and a digital ad rebound will fuel another blowout quarter.
Airlines Face Thanksgiving Turbulence as Shutdown Threat Looms
Carriers brace for potential disruptions as air traffic controllers and TSA staff could work without pay during one of the year's busiest travel periods.
US Copper Miners Get Reprieve as Trump Eases Emissions Rules
Administration grants two-year exemption from Biden-era air quality standards, citing national security and supply chain concerns for critical minerals.
US Farm Sector Gains on Renewed China Trade Optimism
Soybean futures hit a one-month high after Beijing commits to 'substantial' purchases of U.S. agricultural goods amid ongoing trade negotiations.
US Chipmakers Rally on Surprise Surge in China's Industrial Data
A 21.6% jump in Chinese industrial profits and renewed trade hopes spark a relief rally for semiconductor stocks with heavy exposure to the region.
US Agribusiness Stocks Jump on China Soybean Purchase Signals
News of 'substantial' impending U.S. soybean buys offers relief to a sector hit hard by a year of trade tensions and plummeting exports.