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The Financial Times says strong AI-driven spending points to another robust U.S. earnings season; Goldman Sachs forecasts S&P 500 constituent earnings will rise 27% YoY in the September quarter (Q3), led by firms at the core of the AI infrastructure

2026-10-07

The Financial Times says strong AI-driven spending points to another robust U.S. earnings season; Goldman Sachs forecasts S&P 500 constituent earnings will rise 27% YoY in the September quarter (Q3), led by firms at the core of the AI infrastructure boom.

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2026-10-07

Wall Street Journal reports VC firm Disruptive plans to raise a $10 bln fund and has secured $7.5 bln in commitments for the fund.

Wall Street Journal reports VC firm Disruptive plans to raise a $10 bln fund and has secured $7.5 bln in commitments for the fund.
2026-10-07

Schneider Electric will acquire PTC for $205 per share in cash, valuing the company at approximately $22.6 billion in equity and $23.7 billion in enterprise value, a 42.3% premium over PTC's previous closing price. This will be Schneider Electric's l

Schneider Electric will acquire PTC for $205 per share in cash, valuing the company at approximately $22.6 billion in equity and $23.7 billion in enterprise value, a 42.3% premium over PTC's previous closing price. This will be Schneider Electric's largest acquisition in history. PTC's strengths lie in CAD and product lifecycle management software, covering the data chain from product design and manufacturing to maintenance. Schneider Electric's existing AVEVA is more focused on process industries and operations. By combining this with Cognite's data and AI capabilities, the goal is to integrate "product design data + industrial operation data + control systems" to provide a complete data foundation for AI in the manufacturing sector.
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