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Amazon loses US court ban on Perplexity's AI shopping tools
Reuters18h agoneutral
Amazon loses US court ban on Perplexity's AI shopping tools

A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on ‌Amazon's platform. In a novel legal dispute, the San Francisco-based 9th U.S. Circuit Court ‌of Appeals determined that Amazon was unlikely to succeed on its claim that Perplexity's AI agents violated a federal ​computer-hacking law. The ruling is the first by a federal appeals court to address whether AI agents acting on behalf of users can legally access online platforms, a question with broad implications for the fast-growing field of agentic AI tools that can browse, shop and transact across the web.

Antitrust Trial Over Paramount-Warner Merger Set for March
The Wall Street Journal18h agoneutral
Antitrust Trial Over Paramount-Warner Merger Set for March

A California federal judge said Tuesday that the antitrust trial will begin March 2 with an expectation that it will run for 12 court days. The timeline the judge laid out in a written order is much later than the November 2026 start date Paramount had sought. The order will prove costly for Paramount.

New Jersey Sues Amazon, Alleging Delivery Network Illegally Suppresses Wages
The Wall Street Journal19h agoneutral
New Jersey Sues Amazon, Alleging Delivery Network Illegally Suppresses Wages

The lawsuit alleges Amazon violated federal and state antitrust laws through its Delivery Service Partner program, arguing the company exercises unlawful “monopsony,” or a dominant buyer’s ability to dictate prices and terms-over the small businesses that deliver Amazon packages and the drivers they employ.

Royal Caribbean vs. Norwegian Cruise Line: Pricing Power Divide Sparks Cruise Divergence
Insider Monkey20h agoneutral
Royal Caribbean vs. Norwegian Cruise Line: Pricing Power Divide Sparks Cruise Divergence

The second-quarter 2026 earnings season highlighted a sharp divide within the cruise sector, as high interest rates and persistent inflation continued to strain discretionary consumer spending. Although overall leisure travel demand remained stable, households facing compounding price hikes and higher transatlantic ticket rates became much pickier about their vacation spending. Navigating this backdrop properly is […]

Oracle (ORCL) Could Be 26% Undervalued Following Federal HR Contract Win
Simply Wall St.21h agoneutral
Oracle (ORCL) Could Be 26% Undervalued Following Federal HR Contract Win

Oracle (ORCL) is back in focus after CACI International said it will help implement Oracle Fusion HCM for a 10 year, nearly US$400 million federal HR modernization contract with the U.S. Office of Personnel Management. See our latest analysis for Oracle. For context, Oracle’s share price has just rallied 9.22% in a day and 18.25% over the past week, yet the year to date share price return is down 27.52% and the 1 year total shareholder return has fallen 43.89%. However, the 5 year total...

This Indicator Hasn’t Been This High in 4 Years. It Means the Fed Could Raise Rates in 2026
24/7 Wall St.22h agoneutral
This Indicator Hasn’t Been This High in 4 Years. It Means the Fed Could Raise Rates in 2026

For most of this year, investors have obsessed over one question: when will the Federal Reserve finally begin cutting interest rates? Every inflation report, jobs release, and manufacturing survey has been dissected for clues. That scrutiny has only intensified since Federal Reserve Chair Kevin Warsh has made it clear the central bank intends to offer ... This Indicator Hasn’t Been This High in 4 Years. It Means the Fed Could Raise Rates in 2026

Investing.com1d agobullish
Optical component stocks rally on proposed U.S. ban on Chinese tech

U.S. optical component stocks surged following a Reuters report that the Trump administration is drafting a ban on U.S. imports of new Chinese data center hardware. Applied Optoelectronics jumped 16%, Coherent gained 13%, Lumentum rose 11%, and Corning climbed 8%. According to four sources familiar with the matter, the Federal Communications Commission (FCC) is preparing restrictions against new Chinese optical transceivers—the critical hardware that routes data over fiber-optic cables inside AI

Does Leadership Honors And Value Labeling Change The Bull Case For American Eagle Outfitters (AEO)?
Simply Wall St.1d agoneutral
Does Leadership Honors And Value Labeling Change The Bull Case For American Eagle Outfitters (AEO)?

The National Retail Federation recently honored American Eagle Outfitters executive chairman and CEO Jay Schottenstein with The Visionary Award for his leadership in building the retailer into a multi-brand apparel player, highlighting its growth and innovation efforts. At the same time, fresh analyst commentary has framed American Eagle Outfitters as a value-oriented name based on its valuation metrics and earnings outlook. Beyond personal recognition, the award and favorable value-focused...

JPMorgan makes surprising S&P 500 call after inflation shock
TheStreet1d agoneutral
JPMorgan makes surprising S&P 500 call after inflation shock

Wall Street’s nervousness over inflation and higher rates derailing the stock market was already on the radar. Elevated oil prices threatened to lift consumer prices and stoke fears of a Fed rate hike while pressuring tech stocks that had powered the market to record highs. The Nasdaq 100’s ...

How Wheaton’s Inflation‑Resistant Streaming Model At Wheaton Precious Metals (TSX:WPM) Has Changed Its Investment Story
Simply Wall St.1d agoneutral
How Wheaton’s Inflation‑Resistant Streaming Model At Wheaton Precious Metals (TSX:WPM) Has Changed Its Investment Story

In recent months, Wheaton Precious Metals has benefited from its streaming model, which locks in predetermined prices for future gold and silver production, limiting its exposure to rising operating and inflation-driven costs that affect traditional miners. Even after a pullback in precious metal prices, Wheaton’s ability to secure long‑term streams at fixed costs has drawn attention from investors seeking exposure to gold and silver with reduced operational risk. We’ll now examine how...