https://centiview.com/ Fast, sourced takes on markets, AI and the economy. en-gb https://centiview.com/uk-money/fscs-deposit-protection-limit-explainedhttps://centiview.com/uk-money/fscs-deposit-protection-limit-explainedWed, 07 Oct 2026 13:42:00 GMTUK MoneyThe Financial Services Compensation Scheme protects money held in authorised UK banks, building societies and credit unions if one fails. This guide… https://centiview.com/uk-money/tax-on-savings-interest-allowances-2026-27https://centiview.com/uk-money/tax-on-savings-interest-allowances-2026-27Wed, 07 Oct 2026 13:25:00 GMTUK MoneyMost people can earn some savings interest without paying tax. This guide explains the Personal Allowance, the starting rate for savings and the… https://centiview.com/post/intel-intc-ceo-says-intel-stays-on-musks-terafab-as-tsmc-talks-emergehttps://centiview.com/post/intel-intc-ceo-says-intel-stays-on-musks-terafab-as-tsmc-talks-emergeWed, 07 Oct 2026 12:35:00 GMT$INTCIntel CEO Lip-Bu Tan told Bloomberg the company will keep working on Elon Musk's Terafab chip project, days after Musk said he was in "just… https://centiview.com/post/nike-nke-china-sales-slide-and-a-weak-outlook-meet-a-25-billion-cost-planhttps://centiview.com/post/nike-nke-china-sales-slide-and-a-weak-outlook-meet-a-25-billion-cost-planWed, 07 Oct 2026 11:25:00 GMT$NKENike's fiscal Q1 revenue fell 4% to $11.21B and missed estimates, with Greater China down 22% reported (26% currency-neutral). Management guided to a… https://centiview.com/post/samsung-electronics-005930-ks-q3-profit-seen-topping-100-trillion-won-for-first-timehttps://centiview.com/post/samsung-electronics-005930-ks-q3-profit-seen-topping-100-trillion-won-for-first-timeWed, 07 Oct 2026 10:25:00 GMTAnalysisSamsung Electronics reports preliminary Q3 results tomorrow, and analysts expect operating profit above 100 trillion won, a first for any Korean… https://centiview.com/post/amd-advanced-micro-devices-ceo-promises-substantially-more-supply-in-2027https://centiview.com/post/amd-advanced-micro-devices-ceo-promises-substantially-more-supply-in-2027Wed, 07 Oct 2026 09:15:36 GMT$AMDAMD CEO Lisa Su told reporters in Taipei that the company will "substantially" increase chip supply in 2027, as AI demand still runs ahead of what… https://centiview.com/post/skyd-skydance-closes-110b-warner-bros-discovery-mergerhttps://centiview.com/post/skyd-skydance-closes-110b-warner-bros-discovery-mergerWed, 07 Oct 2026 08:20:00 GMT$SKYDParamount Skydance closed its roughly $110B takeover of Warner Bros. Discovery on Oct 6, paying WBD holders about $31 in cash per share. The combined… https://centiview.com/post/mrvl-marvell-technology-lifts-fy28-revenue-target-to-20bhttps://centiview.com/post/mrvl-marvell-technology-lifts-fy28-revenue-target-to-20bWed, 07 Oct 2026 06:30:00 GMT$MRVLMarvell raised its fiscal 2028 revenue target to about $20B from $18B, above the ~$18.2B consensus, and framed $70B-$90B of revenue by fiscal 2031… https://centiview.com/post/stz-constellation-brands-beats-q2-but-beer-depletions-slip-0-6https://centiview.com/post/stz-constellation-brands-beats-q2-but-beer-depletions-slip-0-6Wed, 07 Oct 2026 05:14:00 GMT$STZConstellation beat Q2 with $2.63B revenue and $3.74 adjusted EPS, but beer depletions fell 0.6% while shipments rose 5.5%, a gap worth watching. FY27… https://centiview.com/post/ptc-ptc-schneider-electric-agrees-to-buy-ptc-for-205-a-share-in-cashhttps://centiview.com/post/ptc-ptc-schneider-electric-agrees-to-buy-ptc-for-205-a-share-in-cashWed, 07 Oct 2026 04:15:00 GMT$PTCSchneider Electric agreed to acquire PTC for $205 per share in cash, about $22.6B and a 42.3% premium to the prior close. It is Schneider's largest… https://centiview.com/post/option-care-health-opch-cdr-and-mckesson-agree-to-buy-option-care-for-5-8b-at-32-05-a-sharehttps://centiview.com/post/option-care-health-opch-cdr-and-mckesson-agree-to-buy-option-care-for-5-8b-at-32-05-a-shareWed, 07 Oct 2026 04:14:58 GMT$OPCHCD&R and McKesson agreed to take Option Care Health private at $32.05 a share in cash, a ~$5.8B enterprise value and a 37% premium to Oct 5's close… https://centiview.com/post/hewlett-packard-enterprise-hpe-daiwa-upgrades-hpe-to-outperform-on-networking-outlookhttps://centiview.com/post/hewlett-packard-enterprise-hpe-daiwa-upgrades-hpe-to-outperform-on-networking-outlookWed, 07 Oct 2026 03:00:50 GMT$HPEDaiwa upgraded Hewlett Packard Enterprise to Outperform (from Neutral), raising its price target to $75 from $65 — pointing to its Sept 30 Networking… https://centiview.com/post/geo-group-geo-sells-adelanto-ice-facilities-to-dhs-for-950m-boosts-buyback-to-1-25bhttps://centiview.com/post/geo-group-geo-sells-adelanto-ice-facilities-to-dhs-for-950m-boosts-buyback-to-1-25bTue, 06 Oct 2026 02:03:51 GMT$GEOGEO Group sold its 3 Adelanto, CA detention facilities (2,644 beds) to the U.S. government for $950M, but keeps running them under its ICE contract… https://centiview.com/post/wells-fargo-wfc-morgan-stanley-upgrades-to-overweight-sees-end-to-balance-sheet-draghttps://centiview.com/post/wells-fargo-wfc-morgan-stanley-upgrades-to-overweight-sees-end-to-balance-sheet-dragTue, 06 Oct 2026 01:00:36 GMT$WFCMorgan Stanley upgraded Wells Fargo to Overweight ($102 target), calling an end to the balance-sheet-cap drag that made WFC the worst-performing big… https://centiview.com/post/intel-intc-tsmcs-terafab-talks-put-intels-exclusive-texas-foundry-deal-at-riskhttps://centiview.com/post/intel-intc-tsmcs-terafab-talks-put-intels-exclusive-texas-foundry-deal-at-riskTue, 06 Oct 2026 00:05:17 GMT$INTCElon Musk confirmed TSMC is in early talks to join his Terafab chip project in Texas, where Intel has been the only named manufacturing partner since… https://centiview.com/post/bristol-myers-squibb-bmy-leerink-cuts-rating-as-pipeline-doubts-growhttps://centiview.com/post/bristol-myers-squibb-bmy-leerink-cuts-rating-as-pipeline-doubts-growMon, 05 Oct 2026 23:21:00 GMT$BMYLeerink Partners downgraded Bristol-Myers Squibb to Market Perform, cutting its price target to $59 from $73 — citing fading confidence in three… https://centiview.com/post/vaxcyte-shares-soar-on-positive-phase-3-vaccine-data-pcvxhttps://centiview.com/post/vaxcyte-shares-soar-on-positive-phase-3-vaccine-data-pcvxMon, 05 Oct 2026 23:07:20 GMT$PCVXVaxcyte's pneumonia vaccine VAX-31 just hit all its goals in a major trial, matching or beating today's top shots from Pfizer and Merck. Shares… https://centiview.com/post/nasdaq-sets-record-norway-targets-ai-glasses-and-huawei-renews-qualcomm-deal-whats-going-on-todayhttps://centiview.com/post/nasdaq-sets-record-norway-targets-ai-glasses-and-huawei-renews-qualcomm-deal-whats-going-on-todayMon, 05 Oct 2026 23:02:19 GMTDaily briefUS shares advanced on Monday, October 5, with the Nasdaq closing at a record high as Nvidia and Microsoft helped lift the index and investors looked… https://centiview.com/post/stocks-rally-on-jobs-data-ais-trillion-dollar-race-and-metas-muse-gadget-whats-going-on-todayhttps://centiview.com/post/stocks-rally-on-jobs-data-ais-trillion-dollar-race-and-metas-muse-gadget-whats-going-on-todayMon, 05 Oct 2026 00:00:36 GMTDaily briefUS stocks and bonds bounced on October 2 after September job growth slowed more than expected. Payrolls undershot forecasts and unemployment rose to… https://centiview.com/post/revoluts-115b-challenge-stocks-brace-for-fed-minutes-and-ais-trillion-dollar-race-whats-going-on-todhttps://centiview.com/post/revoluts-115b-challenge-stocks-brace-for-fed-minutes-and-ais-trillion-dollar-race-whats-going-on-todSun, 04 Oct 2026 23:31:23 GMTDaily briefReuters reported on October 4 that Revolut has become Europe’s most valuable startup, with a $115 billion valuation, positioning the digital bank as… https://centiview.com/post/opec-holds-november-oil-targets-altman-defends-ai-risk-and-anthropic-researcher-heads-to-nyc-hearinghttps://centiview.com/post/opec-holds-november-oil-targets-altman-defends-ai-risk-and-anthropic-researcher-heads-to-nyc-hearingSun, 04 Oct 2026 23:02:13 GMTDaily briefOPEC+ agreed in principle on Sunday, October 4, to keep its November oil-production targets steady, Reuters reported, citing sources. The decision… https://centiview.com/post/white-house-forms-ai-task-force-wall-street-faces-q4-test-whats-going-on-todayhttps://centiview.com/post/white-house-forms-ai-task-force-wall-street-faces-q4-test-whats-going-on-todaySat, 03 Oct 2026 23:12:22 GMTDaily briefInvestors head into the first full week of Q4 weighing spiking Treasury yields, the approaching US midterm elections and the start of corporate… https://centiview.com/post/ais-trillion-dollar-race-amazon-pledges-1b-to-data-center-communities-and-stocks-rebound-whats-goinghttps://centiview.com/post/ais-trillion-dollar-race-amazon-pledges-1b-to-data-center-communities-and-stocks-rebound-whats-goingSat, 03 Oct 2026 23:03:43 GMTDaily briefInvestors are weighing the scale and durability of the AI buildout. Reuters reported October 3 that global AI investment is reaching historic… https://centiview.com/post/us-funds-extend-inflows-as-ai-optimism-holds-anthropic-pledges-100m-for-ai-engineers-whats-going-on-https://centiview.com/post/us-funds-extend-inflows-as-ai-optimism-holds-anthropic-pledges-100m-for-ai-engineers-whats-going-on-Fri, 02 Oct 2026 23:53:04 GMTDaily briefUS equity funds recorded inflows for a second consecutive week through September 30, Reuters reported on October 2, as investor enthusiasm for AI… https://centiview.com/post/anthropic-flags-government-risks-in-ipo-filing-as-ais-commercial-stakes-grow-whats-going-on-todayhttps://centiview.com/post/anthropic-flags-government-risks-in-ipo-filing-as-ais-commercial-stakes-grow-whats-going-on-todayFri, 02 Oct 2026 23:45:09 GMTDaily briefUS stocks closed higher on Friday, October 2, after weaker-than-expected September jobs data eased rate-hike concerns, Reuters reported. This market… https://centiview.com/post/french-bond-yields-near-5-euro-zone-firms-self-fund-ai-and-south-korea-reviews-bank-hacks-whats-goinhttps://centiview.com/post/french-bond-yields-near-5-euro-zone-firms-self-fund-ai-and-south-korea-reviews-bank-hacks-whats-goinFri, 02 Oct 2026 23:31:25 GMTDaily briefFrench markets faced fresh pressure on October 2 amid high public debt and political gridlock. Reuters reported French bond yields had reached a… https://centiview.com/post/jd-coms-2-5b-ceconomy-bid-armadins-255m-raise-and-ai-skills-surge-whats-going-on-todayhttps://centiview.com/post/jd-coms-2-5b-ceconomy-bid-armadins-255m-raise-and-ai-skills-surge-whats-going-on-todayFri, 02 Oct 2026 23:25:11 GMTDaily briefChinese e-commerce group JD.com is set to secure European Union approval for its $2.5 billion bid for German electronics retailer Ceconomy, Reuters… https://centiview.com/post/us-stocks-rebound-oil-reserve-release-looms-and-openai-fires-three-researchers-whats-going-on-todayhttps://centiview.com/post/us-stocks-rebound-oil-reserve-release-looms-and-openai-fires-three-researchers-whats-going-on-todayFri, 02 Oct 2026 23:12:40 GMTDaily briefUS stocks advanced on Friday, October 2, after September payrolls increased by just 29,000, far below the 84,000 forecast, while unemployment rose to… https://centiview.com/post/us-adds-29000-jobs-stocks-rally-and-tesla-deliveries-beat-estimates-whats-going-on-todayhttps://centiview.com/post/us-adds-29000-jobs-stocks-rally-and-tesla-deliveries-beat-estimates-whats-going-on-todayFri, 02 Oct 2026 23:01:11 GMTDaily briefThe US added 29,000 jobs in September, well below expectations, and unemployment rose to 4.2%, according to October 2 Labor Department data reported… https://centiview.com/post/profit-boom-faces-a-reality-check-nvidias-500b-chip-financing-plan-draws-questions-whats-going-on-tohttps://centiview.com/post/profit-boom-faces-a-reality-check-nvidias-500b-chip-financing-plan-draws-questions-whats-going-on-toThu, 01 Oct 2026 23:51:14 GMTDaily briefUS corporate earnings are on track to rise more than 35% in 2026, but investors are increasingly wary that the profit boom may slow, Reuters reported… https://centiview.com/post/global-ma-slows-to-993b-broadcom-offers-anthropic-42b-and-ai-spending-stays-in-focus-whats-going-on-https://centiview.com/post/global-ma-slows-to-993b-broadcom-offers-anthropic-42b-and-ai-spending-stays-in-focus-whats-going-on-Thu, 01 Oct 2026 23:43:19 GMTDaily briefGlobal mergers and acquisitions totaled $993 billion in the third quarter, down 41% from the previous quarter, as higher borrowing costs cooled… https://centiview.com/post/treasury-yields-hit-24-year-peak-wall-street-edges-higher-and-ai-experts-targeted-by-hackers-whats-ghttps://centiview.com/post/treasury-yields-hit-24-year-peak-wall-street-edges-higher-and-ai-experts-targeted-by-hackers-whats-gThu, 01 Oct 2026 23:33:28 GMTDaily briefA global bond selloff deepened on October 1, pushing US Treasury yields to a 24-year peak, Reuters reported. The pressure extended across bond… https://centiview.com/post/south-koreas-exports-hit-120-9b-wall-street-rebounds-and-google-unveils-gemini-4-argon-whats-going-ohttps://centiview.com/post/south-koreas-exports-hit-120-9b-wall-street-rebounds-and-google-unveils-gemini-4-argon-whats-going-oThu, 01 Oct 2026 23:21:07 GMTDaily briefSouth Korea’s exports surged 83.5% year over year in September to a record $120.9 billion, topping expectations, with chip sales driving the jump… https://centiview.com/post/europes-earnings-forecast-volantis-raises-88m-and-openai-flags-rogue-agent-activity-whats-going-on-thttps://centiview.com/post/europes-earnings-forecast-volantis-raises-88m-and-openai-flags-rogue-agent-activity-whats-going-on-tThu, 01 Oct 2026 23:12:55 GMTDaily briefAnalysts expect third-quarter earnings for Europe’s blue-chip companies to rise 19.4% year over year, easing from the previous quarter’s pace… https://centiview.com/post/stocks-recover-as-yields-ease-broadcom-offers-anthropic-42b-and-armadin-raises-255m-whats-going-on-thttps://centiview.com/post/stocks-recover-as-yields-ease-broadcom-offers-anthropic-42b-and-armadin-raises-255m-whats-going-on-tThu, 01 Oct 2026 23:05:16 GMTDaily briefUS stocks recovered from early losses on Thursday, October 1, and closed slightly higher as Treasury yields retreated from multi-decade highs… https://centiview.com/post/elevenlabs-hits-22b-valuation-cscale-raises-145m-and-wall-street-enters-q4-whats-going-on-todayhttps://centiview.com/post/elevenlabs-hits-22b-valuation-cscale-raises-145m-and-wall-street-enters-q4-whats-going-on-todayWed, 30 Sep 2026 23:53:01 GMTDaily briefUS stocks closed a volatile September with mixed moves on Wednesday, September 30. The Nasdaq rose while the S&P 500 dipped, though both indexes… https://centiview.com/post/stocks-close-q3-higher-microns-ai-sales-jump-and-anthropic-prepares-for-a-landmark-ipo-whats-going-ohttps://centiview.com/post/stocks-close-q3-higher-microns-ai-sales-jump-and-anthropic-prepares-for-a-landmark-ipo-whats-going-oWed, 30 Sep 2026 23:41:02 GMTDaily briefUS markets ended Wednesday’s session mixed, with the Nasdaq higher and the S&P 500 slightly lower, while both recorded a second consecutive quarterly… https://centiview.com/post/microns-ai-sales-surge-doordash-adds-3000-jobs-and-ftc-probes-ai-labs-whats-going-on-todayhttps://centiview.com/post/microns-ai-sales-surge-doordash-adds-3000-jobs-and-ftc-probes-ai-labs-whats-going-on-todayWed, 30 Sep 2026 23:34:17 GMTDaily briefMicron beat Wall Street’s quarterly earnings expectations and issued strong guidance, with data-center revenue increasing elevenfold as demand for AI… https://centiview.com/post/ai-infrastructure-ipo-slips-on-debut-google-launches-gemini-4-argon-whats-going-on-todayhttps://centiview.com/post/ai-infrastructure-ipo-slips-on-debut-google-launches-gemini-4-argon-whats-going-on-todayWed, 30 Sep 2026 23:23:07 GMTDaily briefAI data-center infrastructure company Accelevation fell 2.5% on its Nasdaq debut on September 30, below its $18 IPO price, leaving it valued at about… https://centiview.com/post/ai-chip-deals-spread-from-china-to-silicon-valley-as-asias-fundraising-surges-whats-going-on-todayhttps://centiview.com/post/ai-chip-deals-spread-from-china-to-silicon-valley-as-asias-fundraising-surges-whats-going-on-todayWed, 30 Sep 2026 23:15:17 GMTDaily briefAsia-Pacific companies are poised to challenge the region’s 2021 record for share and convertible-bond fundraising this year, as the AI boom fuels a… https://centiview.com/post/us-inflation-cools-microns-ai-forecast-surges-and-stocks-close-q3-higher-whats-going-on-todayhttps://centiview.com/post/us-inflation-cools-microns-ai-forecast-surges-and-stocks-close-q3-higher-whats-going-on-todayWed, 30 Sep 2026 23:01:16 GMTDaily briefUS inflation rose less than economists expected in August, offering the Federal Reserve some breathing room. The Personal Consumption Expenditures… https://centiview.com/post/robinhood-adds-weekend-trading-netlist-seeks-micron-chip-import-ban-whats-going-on-todayhttps://centiview.com/post/robinhood-adds-weekend-trading-netlist-seeks-micron-chip-import-ban-whats-going-on-todayTue, 29 Sep 2026 23:53:26 GMTDaily briefRobinhood said Tuesday, September 29, that it will allow users to trade some U.S. stocks around the clock on weekends, Reuters reported. The move… https://centiview.com/post/kalshi-courts-1b-as-prediction-markets-draw-wall-street-capital-whats-going-on-todayhttps://centiview.com/post/kalshi-courts-1b-as-prediction-markets-draw-wall-street-capital-whats-going-on-todayTue, 29 Sep 2026 23:40:44 GMTDaily briefPrediction-market company Kalshi is in advanced discussions to raise about $1 billion in fresh funding, Reuters reported on September 29, citing… https://centiview.com/post/stocks-slip-as-yields-stay-high-eliseai-reaches-4b-and-anthropic-details-518b-ai-plan-whats-going-onhttps://centiview.com/post/stocks-slip-as-yields-stay-high-eliseai-reaches-4b-and-anthropic-details-518b-ai-plan-whats-going-onTue, 29 Sep 2026 23:30:36 GMTDaily briefUS stocks ended slightly lower on Tuesday, September 29, as government bond yields continued to climb ahead of inflation and labor-market data… https://centiview.com/post/bond-yields-hit-multi-decade-highs-confidence-sinks-and-ai-firms-sign-voluntary-pact-whats-going-on-https://centiview.com/post/bond-yields-hit-multi-decade-highs-confidence-sinks-and-ai-firms-sign-voluntary-pact-whats-going-on-Tue, 29 Sep 2026 23:00:53 GMTDaily briefUS stocks ended modestly lower on Tuesday, September 29, as government bond yields continued to rise. Reuters reported that the 30-year Treasury… https://centiview.com/post/openai-eyes-30bn-at-a-1-4tn-valuation-as-it-delays-its-ipohttps://centiview.com/post/openai-eyes-30bn-at-a-1-4tn-valuation-as-it-delays-its-ipoTue, 29 Sep 2026 21:01:16 GMTAnalysisTuesday, 29 September 2026. On the same day it showed off Dots, OpenAI was reported to be lining up one of the biggest private funding rounds ever… https://centiview.com/post/brixmor-buys-slate-grocery-reit-for-2-34bn-as-jpmorgan-sours-on-pepsicohttps://centiview.com/post/brixmor-buys-slate-grocery-reit-for-2-34bn-as-jpmorgan-sours-on-pepsicoTue, 29 Sep 2026 20:31:22 GMTAnalysisTuesday, 29 September 2026. Two very different consumer stories today: investors are paying up for grocery-anchored shopping centres, while one of… https://centiview.com/post/who-pays-and-who-polices-the-feds-waller-on-ai-agents-as-reco-raises-55mhttps://centiview.com/post/who-pays-and-who-polices-the-feds-waller-on-ai-agents-as-reco-raises-55mTue, 29 Sep 2026 20:01:57 GMTAnalysisTuesday, 29 September 2026. After a day of launches from OpenAI and Meta, the harder questions about AI agents are arriving: how they will pay for… https://centiview.com/post/feds-williams-sees-no-urgency-for-next-hike-as-barr-says-inflation-is-too-highhttps://centiview.com/post/feds-williams-sees-no-urgency-for-next-hike-as-barr-says-inflation-is-too-highTue, 29 Sep 2026 19:31:36 GMTAnalysisTuesday, 29 September 2026. Three Federal Reserve officials spoke today, and together they sketch a central bank that expects to raise rates again… https://centiview.com/post/anthropics-518-billion-compute-bill-and-the-white-houses-new-ai-chatbothttps://centiview.com/post/anthropics-518-billion-compute-bill-and-the-white-houses-new-ai-chatbotTue, 29 Sep 2026 19:01:24 GMTAnalysisTuesday, 29 September 2026. Anthropic's IPO filing has revealed just how much it has promised to spend on computing power, and most of it cannot be…