Tech Selloff, Earnings Kicks Off, and a Dealmaking Wave
About this episode
Tech stocks swing on 5.3% Treasury yields and AI valuation doubts, Q3 earnings season opens with AI capex and consumer themes in focus, major M&A deals across industrial software, healthcare, and energy signal corporate confidence
Chapters
Sources & Citations
Tech Stocks Slide; US Yields Hit 5.3%, Oil Near $105
hdfcsky.com
Morning Preview: October 13, 2026
investrade.com
Markets News, Oct. 8, 2026: AI Stock Selloff Pulls Nasdaq, S&P 500 Lower
www.investopedia.com
Stock Market Today (Oct. 12, 2026): S&P 500 moderates as Wall Street gears up for earnings
www.thestreet.com
Schneider Electric to Acquire PTC | Reuters
www.reuters.com
CD&R and McKesson Agree to Acquire Option Care Health | Bloomberg
www.bloomberg.com
NextEra Energy and Dominion Energy to Combine | NextEra Newsroom
newsroom.nexteraenergy.com
Cloudflare Acquires Deno | TechCrunch
techcrunch.com
M&A Outlook 2026: Expectations Are High—Again | BCG
www.bcg.com
US CEOs signal major rebound in dealmaking confidence: M&A intent soars to 62% in latest EY-Parthenon survey
www.prnewswire.com
M&A Activity Surges Near a Record $4.8 Trillion: Why the Deal Machine Is Roaring Back to Life | HedgeCo Insights
hedgeco.net
M&A activity insights: August 2026 | EY - US
www.ey.com
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