https://marketintellabs.com/research/ai-capex-payout-question-mega-cap-concentration-2026 MarketIntelLabs en 2026-10-23T14:06:33.644500Z AI capex and the payout question: cash-flow-negative buildouts and the 38% mega-cap weight https://marketintellabs.com/research/occ-finalizes-genius-act-stablecoin-rule MarketIntelLabs en 2026-10-23T12:42:25.020312Z OCC Stablecoin Rule Finalized: GENIUS Act Path, Jan 18 2027 https://marketintellabs.com/research/germany-flash-pmi-manufacturing-input-costs-2026-10-23 MarketIntelLabs en 2026-10-23T12:36:53.156158Z Germany Flash PMI Shows Manufacturing at 54.2 as Input Cost Inflation Accelerates https://marketintellabs.com/research/fomc-october-2026-decision-energy-shock MarketIntelLabs en 2026-10-23T12:32:48.072894Z FOMC October 2026 Decision Prices an 85.1% Hold as Brent Sits at $113 https://marketintellabs.com/research/russia-diesel-supply-stays-fragile-us-deal-reopens-flows MarketIntelLabs en 2026-10-23T12:30:15.041645Z Russia Diesel Supply Stays Fragile as US Deal Reopens Flows https://marketintellabs.com/research/10-year-treasury-yield-below-5 MarketIntelLabs en 2026-10-23T12:19:32.035151Z 10-Year Treasury Yield Breaks Below 5% on Flight From Equities https://marketintellabs.com/research/brent-price-conflict-premium-hormuz-crude-curve-2026-10-23 MarketIntelLabs en 2026-10-23T11:55:08.618266Z Brent price near $115 as Hormuz conflict premium holds: Brent-WTI spread stays near $13.7 https://marketintellabs.com/research/sp-500-breadth-334-stocks-rose-rotation-value MarketIntelLabs en 2026-10-23T11:50:46.611793Z S&P 500 Breadth: 334 Stocks Rose in a 1.21% Drop https://marketintellabs.com/research/kalshi-weekly-jobless-claims-ladder-settles-194k-2026-10-23 MarketIntelLabs en 2026-10-23T11:45:03.987875Z Weekly jobless claims odds: Kalshi ladder settles as initial claims print 194,000 https://marketintellabs.com/research/bitcoin-etf-flows-reverse-635m-oct-22-exodus MarketIntelLabs en 2026-10-23T11:26:34.118642Z Bitcoin ETF Flows Reverse: $635M Oct 22 Exodus Ends $997M https://marketintellabs.com/research/fed-funds-rate-today-explained-october-2026 MarketIntelLabs en 2026-10-23T10:21:36.469863Z Fed Funds Rate Today Explained: Target Is 3.75% to 4% https://marketintellabs.com/research/mortgage-rates-drop-to-7-32-percent-first-weekly-decline MarketIntelLabs en 2026-10-23T09:55:47.026749Z Mortgage Rates Drop to 7.32%, First Weekly Decline After Two Weeks Pinned at 7.40% https://marketintellabs.com/research/sk-hyper-350-billion-south-korea-ai-data-center-buildout MarketIntelLabs en 2026-10-23T08:46:44.286788Z SK Telecom Data Center Arm Seeks $350 Billion for South Korea AI Buildout https://marketintellabs.com/research/average-credit-card-apr-22-36-record-margin-over-prime-2026-10-23 MarketIntelLabs en 2026-10-23T07:53:52.803434Z Average Credit Card APR: 22.36% as Margin Over Prime Peaks https://marketintellabs.com/research/defense-production-act-oil-determination MarketIntelLabs en 2026-10-22T23:03:58.813466Z Defense Production Act Oil Determination: Federal Capital Targets U.S. Refining and Pipelines as SPR Falls to 282.7 Million Barrels https://marketintellabs.com/research/trump-housing-mortgage-insurance-title-costs MarketIntelLabs en 2026-10-22T22:58:24.971588Z Trump Housing Order Targets Mortgage Insurance and Title Costs https://marketintellabs.com/research/google-voltus-1gw-virtual-power-plant-pjm MarketIntelLabs en 2026-10-22T21:33:38.113997Z Google Virtual Power Plant Deal: 1 GW Voltus Pact in PJM https://marketintellabs.com/research/deepseek-15-billion-dollar-round-us-federal-ban MarketIntelLabs en 2026-10-22T18:44:40.015788Z DeepSeek Reportedly Raises $15 Billion Days After US Federal Ban https://marketintellabs.com/research/eia-natural-gas-storage-thin-refill-october-2026 MarketIntelLabs en 2026-10-22T18:06:07.338894Z Natural gas storage adds 77 Bcf but ends the refill season 4% below a year ago https://marketintellabs.com/research/us-national-debt-40-trillion-october-2026 MarketIntelLabs en 2026-10-22T18:05:53.369515Z US National Debt Tops $40.44 Trillion: Federal Borrowing Keeps Setting Records https://marketintellabs.com/research/meta-ai-infrastructure-commitments-810-billion MarketIntelLabs en 2026-10-22T17:44:00.516113Z Meta AI Infrastructure Spending: $810 Billion in Future Lease and Contract Commitments https://marketintellabs.com/research/tesla-stock-q3-2026-earnings-net-income-falls MarketIntelLabs en 2026-10-22T17:02:51.801704Z Tesla Stock Falls About 1.5% After Q3 Earnings: Net Income Drops 42.7% https://marketintellabs.com/research/ai-capex-selloff-meta-stock-2026-10-22 MarketIntelLabs en 2026-10-22T15:36:17.755133Z Meta Stock Drops 6% After Lifting 2026 AI Capex Floor to $135 Billion https://marketintellabs.com/research/procter-gamble-q1-eps-2027-earnings-beat MarketIntelLabs en 2026-10-22T15:18:21.443418Z Procter & Gamble Earnings Beat: Q1 Core EPS $2.00, Stock Up 5% https://marketintellabs.com/research/ibm-stock-q3-2026-earnings MarketIntelLabs en 2026-10-22T14:45:43.166658Z IBM Stock Slips 4.6% After Hours Despite Q3 Earnings Beat https://marketintellabs.com/research/container-freight-rates-west-asia-reroute MarketIntelLabs en 2026-10-22T13:58:25.917573Z Container Freight Rates Up 130% Since February on the West Asia Reroute https://marketintellabs.com/research/december-fed-hike-odds-76-kalshi MarketIntelLabs en 2026-10-22T13:30:18.167956Z Fed December Rate Hike Odds Near 76% on Kalshi as October Pausing https://marketintellabs.com/research/switzerland-first-retail-spot-bitcoin-etf-finma MarketIntelLabs en 2026-10-22T13:25:21.253857Z Switzerland Spot Bitcoin ETF Approved by FINMA as US Flows Add $524.8M https://marketintellabs.com/research/ether-etf-outflows-largest-since-november MarketIntelLabs en 2026-10-22T12:53:47.119174Z Ether ETF Outflows Hit ~$1.08B, Largest Since November 2025 https://marketintellabs.com/research/nasdaq-today-ai-trade-rally MarketIntelLabs en 2026-10-22T12:01:10.482612Z Nasdaq Today: Up 1.05% on SpaceX and Super Micro AI Trade https://marketintellabs.com/research/fomc-december-hike-odds MarketIntelLabs en 2026-10-22T11:59:01.850990Z FOMC October 2026 preview: 85.1% hold priced, but December hike odds jump to 77-87% https://marketintellabs.com/research/us-diesel-prices-druzhba-strike MarketIntelLabs en 2026-10-22T11:35:13.817786Z Druzhba pipeline strikes keep Russia's diesel squeeze in place as US pump prices hold at $6.28, up 73% year over year (EIA w/e Oct 19) https://marketintellabs.com/research/2026-midterm-election-odds-polymarket-2026-10-22 MarketIntelLabs en 2026-10-22T11:26:24.384853Z 2026 midterm election odds: Polymarket prices a Democratic Congress sweep at 66.5 percent https://marketintellabs.com/research/bitcoin-etf-flows-third-straight-inflow-day MarketIntelLabs en 2026-10-22T11:04:10.992854Z Bitcoin ETF Flows Hit Third Straight Inflow Day: +$524.8M on Oct 21 https://marketintellabs.com/research/brent-oil-price-iran-strike-shaybah MarketIntelLabs en 2026-10-22T10:37:24.451950Z Brent Oil Price Jumps Toward $111 as US-Israel Iran Strike Plans and Houthi Shaybah Attack Return https://marketintellabs.com/research/freddie-mac-pmms-explained-october-2026 MarketIntelLabs en 2026-10-22T10:32:48.990611Z Freddie Mac PMMS Explained: 7.40% Before October 22 Update https://marketintellabs.com/research/jobless-claims-forecast-200k-fed MarketIntelLabs en 2026-10-22T09:51:55.521830Z Jobless Claims Forecast: 200K Before Fed's October Decision https://marketintellabs.com/research/gold-price-4103-december-hike MarketIntelLabs en 2026-10-22T09:38:27.770471Z Gold price pulls back to $4,103 as the 10-year and a priced December hike cap the metals https://marketintellabs.com/research/pending-home-sales-record-low-september-2026 MarketIntelLabs en 2026-10-22T08:33:15.243534Z Pending Home Sales Hit a Record Low in September, Down 7.3% as the 30-Year Rate Holds at 7.40% https://marketintellabs.com/research/openai-models-google-cloud MarketIntelLabs en 2026-10-22T08:15:00.039360Z OpenAI Models Coming to Google Cloud: Frontier GPT-6 Line Lands in Model Garden https://marketintellabs.com/research/meta-q3-2026-earnings-capex-floor-135-billion MarketIntelLabs en 2026-10-22T00:35:02.521406Z Meta Q3 2026 Earnings: Capex Floor Raised to $135 Billion as New Share Class Funds AI Spend https://marketintellabs.com/research/iran-shadow-fleet-sanctions-law-firm-agents-vessels MarketIntelLabs en 2026-10-21T20:04:34.128419Z Iran shadow fleet sanctions: Treasury blocks nine vessels as Brent holds above $108 https://marketintellabs.com/research/ifm-investors-associated-british-ports-deal MarketIntelLabs en 2026-10-21T19:44:15.851603Z IFM Investors to Buy Majority Stake in Associated British Ports in $13.4 Billion Deal https://marketintellabs.com/research/gasoline-demand-jumps-625-year-over-year-pump-2026-10-21 MarketIntelLabs en 2026-10-21T18:19:34.871357Z Gasoline Demand Jumps 6.25% Year Over Year: What It Means at the Pump https://marketintellabs.com/research/walmart-plus-bundle-120-sams-club MarketIntelLabs en 2026-10-21T17:37:23.918968Z Walmart Plus bundle: $120 a year combines Walmart+ and Sam's Club Plus https://marketintellabs.com/research/kalshi-second-fed-hike-december-14pct-2026-10-21 MarketIntelLabs en 2026-10-21T17:00:46.277318Z Fed December 2026 hike odds: Kalshi prices a 14.5% chance rates clear 4.25% as Brent crude holds above $108 https://marketintellabs.com/research/eia-distillate-build-east-coast-cushion-october-2026 MarketIntelLabs en 2026-10-21T16:22:34.276572Z Distillate inventories build 1.7 million barrels but East Coast fuel cushion stays 30% below normal https://marketintellabs.com/research/median-weekly-earnings-q3-2026 MarketIntelLabs en 2026-10-21T16:21:42.420800Z Median Weekly Earnings Rose 1.5% in Q3, But Real Pay Fell 2% https://marketintellabs.com/research/nvidia-dsx-pod-14-day-deployment MarketIntelLabs en 2026-10-21T16:09:01.220546Z Nvidia DSX POD: Modular AI Data Center Cuts Deployment From 6 Months to 14 Days https://marketintellabs.com/research/ai-data-center-power-vantage-locks-1gw-of-800-vdc-iren-adds-300mw-in-spain MarketIntelLabs en 2026-10-21T15:59:11.583290Z AI Data Center Power: Vantage Locks 1GW of 800 VDC, IREN Adds 300MW in Spain https://marketintellabs.com/research/chevron-stock-52-week-high-goldman-target-241 MarketIntelLabs en 2026-10-21T15:51:44.205969Z Chevron Stock Nears $227 High as Goldman Lifts Target $241 https://marketintellabs.com/research/mortgage-rates-fall-applications-slide MarketIntelLabs en 2026-10-21T15:25:22.127109Z Mortgage Applications Drop 5.3% Even as the 30-Year Rate Falls to 7.41%