sector-analysis News
Saks Global Nears Bankruptcy Amid Luxury Sector Slowdown
The retailer's imminent Chapter 11 filing, born from heavy debt and waning demand, sends a warning shot across the high-end retail landscape.
US Farm Equipment Sales Plummet, Signaling Sector Downturn
Sales of self-propelled combines collapsed by nearly 50% in December as lower farm income and high interest rates curb machinery demand.
AI's Power Thirst Fuels $6B Data Center Bet in Arkansas
AVAIO Digital's new campus highlights a torrent of private capital pouring into AI infrastructure, benefiting data center REITs and utility providers.
US Solar Stocks Gain as China Pulls Back on Export Subsidies
Beijing's move to scrap export tax rebates for its solar producers is seen as a competitive boon for American manufacturers like First Solar.
Bank of America Warns of End to 20-Year 'Sneaker Boom'
Adidas downgrade signals headwinds for Nike, Deckers as analysts call a top to the long-running casual footwear trend, citing a cyclical downturn in consumer demand.
PC Market Faces 2026 Headwinds as Memory Costs Surge
After strong 2025 growth, PC makers like Dell and Lenovo are raising prices as soaring DRAM and storage costs threaten to squeeze margins and cool demand.
SpaceX Contract Win Sharpens Focus on Legacy Defense Titans
Elon Musk's firm secures a $739M Space Force deal, amplifying competitive pressure on the Boeing-Lockheed joint venture, United Launch Alliance.
Credit Lenders Face Pressure as Trump Proposes 10% Rate Cap
The proposal aims to curb high consumer borrowing costs but threatens to slash profitability for major credit card issuers like Capital One and American Express.