... Treasury yields higher, while oil price changes might affect inflation-indexed bonds. European bonds could also see adjustments based on energy market dynamics. Technology Sector: Adobe’s earnings report will offer insights into enterprise spending on software and cloud services, providing a barometer for the tech industry’s performance. Key Corporate Reports Pre-market: Macy's Inc (M): Report expected at 14:55 (MSK). Forecasted decline of 2.7% due to weaker retail sales in a high-inflation environment. Investors will focus on the company’s strategies for managing costs and driving holiday ...

... well-known startups globally are finding strategic buyers, and deals with nine- and ten-digit price tags are no longer uncommon. The consolidation touches on a variety of sectors—from fintech (for example, large banks acquiring regional neobanks) to corporate software and artificial intelligence. Among recent examples is the acquisition of the email service Superhuman by Grammarly as part of a strategy to create an AI platform for productivity, as well as increased activity from IT giants buying promising ...

... will particularly assess whether the company will meet the high profitability expectations. Microsoft (MSFT) – another mega-cap entity whose results influence the entire S&P 500 index. Microsoft is important for several reasons: it reflects trends in corporate IT spending (through Azure and software) and serves as a key driver of the AI theme. Any surprises – positive or negative – from Microsoft resonate across global exchanges, making this stock analytics of the mega-company worthy of special attention. Vertiv (VRT) – though smaller ...

... Microsoft is turning AI into a new source of revenue: it offers built-in AI features (e.g., Copilot assistants in Office) to corporate clients for an additional fee and is stimulating the growth of Azure cloud services through demand for AI processing ... ... a new impetus for its business. Fundamentally, Microsoft appears to be a diversified beneficiary of the AI trend: success in software, digital services, and the cloud provides it multiple growth channels, offsetting potential risks. Meta: Advertising ...

... growing segments, leading to the emergence of new unicorns apart from AI. Recent examples of large deals in recent days include: Israeli startup Cato Networks (cloud cybersecurity) raised $359 million (valuation ~ $4.8 billion). Fintech startup Ramp (USA, corporate expense management service) secured $500 million (valuation increased to approximately $22.5 billion). Investment software platform Juniper Square (USA) raised $130 million (valuation ~ $1.1 billion). Content creation service Substack (USA) received $100 million (valuation ~ $1.1 billion). Collectively, these and other deals have sharply raised valuations of many ...