Hyperscaler Capex 2026 Estimates
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Technology: Hyperscaler Capex 2026 Estimates

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Telefonica: 3Q25 & Capital Markets Disappointment

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Technology: Reciprocal Tarrifs Impact

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Synopsys: 6-Pt Benchmark Issuance for Ansys Deal

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Strategy: Tracking Tech’s Tectonic Transformation

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INTC: Nearing Foundry Deal w/ TSMC at the Table?

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CommScope Refi: Mission Accomplished (Really)

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Information Technology
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NCR: Explores Breakup as Buyout Fizzles

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