RBC Capital Markets

CrowdStrike Falcon platform expansion and AI agent security

10 clusters · 76 sources · last updated about 8 hours ago

Latest: CrowdStrike and Adobe show strength in software and cybersecurity markets

CrowdStrike continues to expand its Falcon platform with a heavy focus on artificial intelligence and agentic security. Building on its previous announcements at the Fal.Con conference, the company is integrating NVIDIA

Turkish lira decline and energy market volatility Sept 2026

11 clusters · 193 sources · last updated about 9 hours ago

Latest: Euro/TL forecasts suggest rates of 63-65 TL by late 2026

The Turkish lira continued its decline into mid-September 2026, with major foreign currencies hitting new record highs. By September 8, the US Dollar reached approximately 48.47 TL, while the Euro rose to around 56.40 TL

Adidas financial performance and stock volatility

6 clusters · 11 sources · last updated about 13 hours ago

Latest: Adidas receives bullish outlook from RBC with €200 price target

Adidas AG has experienced recent fluctuations in its share price alongside reports of revenue growth. In late July 2026, the company’s stock fell to approximately €158.75 on the XETRA exchange. This dip led several analy

Navitas and AMD AI-infrastructure growth

16 clusters · 80 sources · last updated 1 day ago

Latest: Broadcom and AMD see analyst interest amid AI infrastructure boom

In early July 2026, Navitas Semiconductor’s stock swung approximately 6% amid analyst price target increases and insider share sales. Two weeks later, Navitas reported unaudited Q2 2026 results featuring a 22% sequential

AI data center expansion faces rising opposition and costs

216 clusters · 867 sources · last updated 2 days ago

Latest: Amazon and Alphabet increase capital spending for AI and cloud infrastructure

In late August 2026, opposition to AI data center expansion intensified across diverse American landscapes. In Northern Virginia, residents in Sterling reported significant disruptions, including industrial noise, bright

Gold prices fluctuate amid Fed signals and employment data

21 clusters · 449 sources · last updated 7 days ago

Latest: Gold prices drop following Federal Reserve Chair's Jackson Hole speech

Gold prices continued their downward trend in early September 2026, driven by intensifying fears of Federal Reserve interest rate hikes. Following the decline to approximately $4,430–$4,450 per ounce by September 7, new

Big Tech AI spending surge and governance shifts

12 clusters · 95 sources · last updated 7 days ago

Latest: US corporate profits hit record highs in Q2 2026

By August 2026, total Big Tech AI investment is projected to reach approximately $750–$760 billion. This surge is driven by massive capital expenditures from Amazon, Alphabet, Microsoft, and Meta. While semiconductor fir

US specialty insurance company IPO filings

2 clusters · 4 sources · last updated 14 days ago

Latest: Bamboo Insurance Services files for $100 million NYSE IPO

In late August 2026, multiple US-based specialty insurance providers filed for initial public offerings (IPOs) to expand their market presence. Orion180 Insurance Group Inc., a Florida-based provider of specialty homeow

Celestica equity offering and stock volatility

3 clusters · 4 sources · last updated 15 days ago

Latest: Celestica stock faces volatility following $3 billion equity offering

In early July 2026, Celestica’s share price slipped about 1.7% after analysts raised price targets and reports of insider sales surfaced. By early August, the company announced a $3 billion common-stock offering, includi

Mineral Resources Limited financial performance

2 clusters · 3 sources · last updated 16 days ago

Latest: Mineral Resources reports record $1.2b profit and surprise dividend

Mineral Resources Limited reported a record $1.2 billion net profit for fiscal year 2026, marking a significant turnaround from an $896 million loss in fiscal year 2025. The company saw a 44% increase in revenue to $6.5

Aveanna Healthcare financial activities

2 clusters · 3 sources · last updated 22 days ago

Latest: Aveanna Healthcare prices 15 million share secondary offering

Aveanna Healthcare Holdings Inc. has engaged in several financial activities during the summer of 2026. In late July, the company announced it would release its second-quarter 2026 financial results on August 13, accompa

European defense sector investment trends

3 clusters · 6 sources · last updated 26 days ago

Latest: European defense industry sees record orders amid technological dependency risks

European defense firms are increasingly looking toward private capital to supplement public funding, which executives at the Farnborough Airshow described as insufficient. While investor interest has grown due to geopoli