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(The Day Ahead is an email and PDF publication that includes the day's major stories and events, analyses and other features. To receive The Day Ahead, Workspace/Eikon users can register at DAY/US. Thomson One users can register at RT/DAY/US. All times in ET/GMT) On Monday In the United States, the National Association
The WSJ reports that scarce computing power is pushing AI companies into costlier contracts, improvised deals and new partnerships as demand outstrips available capacity. Google, Anthropic and xAI are among the firms cited in the industry scramble.
BP said it has curbed production at its Na Kika and Thunder Horse platforms in the Gulf of Mexico as it prepares for Hurricane Isaias. The company said all personnel have been evacuated from both platforms.
A Dow Jones roundup highlighted several company updates, including BP curbing production at two Gulf of Mexico platforms before Hurricane Isaias and Volkswagen being fined $1.3 million by German regulators.
Delta said it posted record revenue in its latest quarter, but the carrier cut its earnings guidance. The stock was falling after Friday's third-quarter results.
Delta Air Lines said it posted record revenue but slashed earnings guidance after third-quarter results. The stock was falling following the report.
Delta said it posted record revenue but slashed earnings guidance after its third-quarter results. The stock was falling after Friday's earnings release.
Goldman Sachs raised Palantir to buy from neutral, citing its positioning in bespoke software, sovereign AI and broader enterprise demand for AI tools. The stock was up 1.6% after the note.
Tesla Inc. (NASDAQ: TSLA ) and Space Exploration Technologies Corp. (NASDAQ: SPCX ) CEO Elon Musk has not been one to shy away from politics, with the billionaire being instrumental in President Donald Trump ‘s re-election bid in 2024 against Democratic Presidential candidate and former Vice President Kamala Harris. A
Stocks of space-related companies may see gains as SpaceX gains attention, potentially benefiting investors. Companies like Virgin Galactic and Blue Origin may see increased interest.