Ares and PSP Investments formed a $2.4B US logistics venture seeded with 14 properties totaling 5.2M SF across major industrial hubs.
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FedEx has more industrial CMBS lease rollover exposure than Amazon as station closures increase scrutiny of single-tenant properties.
Key TakeawaysNike’s fiscal 2026 gross margin expansion and near-flat EPS were driven almost entirely by a one-time $986 million tariff refund; excluding it, full-year gross margin fell roughly 190 basis points and EPS dropped about 27% instead of the reported 3%. Free cash flow across Nike’s four fiscal 2026 quarters totaled $2.
Investing.com -- U.S. President Donald Trump and Chinese President Xi Jinping are set to meet in Washington on Sept. 24, with trade, tariffs, Taiwan, the Iran war, and artificial intelligence among the main issues expected to shape their second meeting this year, Reuters reported.

The Federal Reserve just raised interest rates for the first time in more than three years.

Until Anthropic goes public, investors won't have any great options to get exposure to the performance of its shares.
Investing.com -- Greek banks have moved from a post-crisis balance-sheet repair story into one centred on growth, earnings and shareholder returns, with J.P. Morgan forecasting 12% annual EPS growth between 2025 and 2028 and mid-teens returns on tangible equity.

By Che Pan and Eduardo Baptista BEIJING, Sept 20 (Reuters) - Chinese DRAM chipmaker CXMT said on Sunday its fifth-generation technology platform had entered mass production, a claimed breakthrough

Jim Cramer has plenty to say about stocks, but his latest comments on AMD took a notably different tone.

Rockwell Automation (NYSE:ROK) executives said customer sentiment remains broadly positive despite inflation, tariffs and trade-policy uncertainty, with manufacturers continuing to prioritize productivity, modernization and automation investments. Speaking at Morgan Stanley’s 14th Annual Laguna Con
Investing.com -- European assets may offer investors advantages that are being overlooked as markets remain heavily focused on U.S. technology leadership, according to Macquarie Global Strategy, which sees structural changes supporting stronger European returns.

After the Fed’s latest decision, investors face a changing market landscape.

Coinbase CEO Brian Armstrong was at the center of a protracted fight over the role of digital assets in mainstream finance.

The Federal Open Market Committee (FOMC) just raised interest rates for the first time in three years.
Investing.com -- Concerns about artificial intelligence are shifting from hypothetical extinction scenarios toward evidence that increasingly capable models can already be used for weapons development and cyber operations, according to Yardeni Research.

Baron Capital founder and CEO Ron Baron is a long-time investor in both Tesla Inc and SpaceX. When it comes to a potential merger of the two companies, Baron says CEO Elon Musk knows best. Ron Baron on SpaceX/Tesla Merger...

The US Department of Health and Human Services will get a portion of the increased revenue if Pfizer Inc. is able to charge higher drug prices abroad, according to newly released documents.

The shoppers it says are tapped out have been filling carts somewhere else.

Abrin Vasquez remotely pilots a Caterpillar dozer spreading trash across an Arizona landfill. Inside a cool, dimly lighted trailer where the quiet is broken mostly by the crackle of radio traffic, Abrin Vasquez drives a 40-ton bulldozer hundreds of yards away. Vasquez is remotely piloting a Caterpillar dozer spreading trash across the Marana Regional Landfill near Tucson, Ariz. He used to be out in the heat running the machine from the cab, a potentially dangerous job in the landfill’s rough, trash-filled terrain.

The Anthropic IPO will be delayed until November, the WSJ reported. OpenAI forecast massive negative cash flow, the FT reported.

Here’s the bull thesis Wall Street thinks investors are missing

If you pay attention to history, the rate hike doesn't bode well for the markets.

Blockbuster IPOs rarely live up to the hype.
Key TakeawaysMarvell Technology (MRVL) closed at $244. 25 on September 18, a fresh high that fully erases the more than 8% drop the stock took the day after its August 27 earnings call, even though nothing about the underlying numbers has changed since then.

Nearly every American shops in this aisle, and the damage is not staying there.

SpaceX will make up 2.82% of the Nasdaq 100 when the index’s quarterly rebalance takes effect Monday, according to data obtained by Bloomberg, locking in a sharp increase from its current weighting of about 1.28%.

The cafe chain had a broader mission than selling coffee, which may have been a mistake.

Bangalore helped turn India into a global hub for software services, tech talent and outsourcing, building an ecosystem that now supports multinational firms, domestic startups and capital. But the city's success has also become one of its biggest weaknesses. India still lacks the depth of capital available in the US and China, while Bangalore's physical infrastructure has struggled to keep pace with private-sector growth. At the same time, southern India's rising economic power is colliding with demographic and political shifts that could threaten its representation in the country's Central Government, which helps support the growth that cities like Bangalore have enjoyed.

The market will be highly affected by this IPO, even if the stock isn't included in the index right away.
