Analysis & Explainers

Longer reads on stocks, crypto and markets - the context behind the headlines.

Markets

SpaceX Earnings in Focus as AI Computing Rentals Drive Revenue Growth

October 20, 2026

SpaceX has been renting out access to computing power, a major source of revenue growth that comes at a high cost, according to a MarketWatch report.

Earnings

GM Set to Report Earnings With $48.59 Billion Revenue in View

October 20, 2026

General Motors is due to report results before the market opens, giving American readers a fresh look at the finances of the country's largest automaker.

Economy

CBS Report: Weak Consumer Sentiment Weighs on Voters Before Midterms

October 19, 2026

CBS MoneyWatch reports consumer sentiment is lower than at almost any other time in modern history, driven by fuel and housing costs and wages lagging inflation, as midterm vote…

Markets

CNBC Roundup Highlights Three Analyst-Favored Stocks as Rate and Oil Worries Linger

October 19, 2026

A CNBC roundup says top Wall Street analysts are bullish on the long-term growth potential of three stocks, even as rate-hike and oil-price fears keep markets volatile.

Economy

Anthropic's Jack Clark Urges Policymakers to Set Rules for Rapidly Improving AI

October 18, 2026

Anthropic's Jack Clark told policymakers that AI is improving rapidly, could vastly boost U.S. GDP and needs international cooperation on serious rules, CNBC reported.

Markets

AI Stock Selloff Meets Hotter Inflation as Bank Earnings Hold Up

October 18, 2026

A CNBC report describes a week in which the AI trade sank and inflation heated up, while solid bank earnings and a rotation beyond technology offered some offset.

Markets

Treasury Yields Hold Steady After Hot CPI and PPI Reports

October 17, 2026

Hot consumer and producer inflation data failed to push Treasury yields higher, MarketWatch reported, as bond buyers stepped in instead.

Markets

Treasury Yields Above 5% Meet a $2 Trillion Deficit, CNBC Analysis Says

October 17, 2026

A CNBC analysis says Treasury yields above 5% are raising borrowing costs for American households and the federal government as it finances $2 trillion deficits.

Economy

Hot September PPI Report Clouds Fed's Next Rate Decision

October 16, 2026

A hot September producer price report has economists saying the Fed's inflation fight is not over, with one warning of real risks of another hike in two weeks.