Infrastructure Shakeup: IHS Towers to Delist in $6.2 Billion Strategic Exit to MTN GroupIn a move that signals a tectonic shift in the global telecommunications infrastructure landscape, IHS Towers (
NYSE: IHS) has entered into a definitive agreement to be acquired by its largest shareholder, MTN Group. The deal, announced on February 17, 2026, values the tower giant at an enterprise value of approximately
US Treasury Yields Hit 4.08% as Industrial Strength Reshapes 2026 Economic OutlookThe U.S. bond market experienced a significant jolt this week as the yield on the benchmark 10-year Treasury climbed to 4.08%, up from 4.05% just days prior. This upward trajectory was fueled by a blowout industrial production report that suggests the American economy is not only weathering
Fed Minutes Under the Microscope: Market Braces for Rate Cut Clues Amid Strengthening GreenbackThe global financial community is at a standstill today, February 18, 2026, as the Federal Reserve prepares to release the minutes from its January FOMC meeting at 2:00 PM ET. Investors are scouring the upcoming report for any indication of when the central bank might resume its rate-cutting cycle,
Equinix Rockets to $10 Billion Revenue Guidance as the "Inference Era" Takes Center StageIn a watershed moment for the digital infrastructure sector, Equinix, Inc. (
NASDAQ: EQIX) has set a new benchmark for the industry, forecasting a record $10 billion revenue outlook for 2026. The announcement, delivered during the company's early February earnings call, sent shares surging over 10% as investors pivoted their focus
The 'Warsh Shock': Markets Braced as Trump’s Fed Nominee Faces Senate DeadlockThe financial world is grappling with a paradigm shift following President Donald Trump’s nomination of Kevin Warsh to succeed Jerome Powell as Chair of the Federal Reserve. The announcement, which occurred on January 30, 2026, sent immediate tremors through global debt markets, an event now colloquially known as the
Markets Breathe Sigh of Relief: January Inflation Dips to 2.4%, Igniting Hopes for Summer Rate CutThe U.S. financial markets shifted into high gear this week following a pivotal inflation report that suggests the Federal Reserve’s long-standing battle against rising prices may finally be entering its final chapter. The Bureau of Labor Statistics revealed on February 13, 2026, that the Consumer Price Index (CPI)
Inflation Hits 2.4% in January: Market Braces for Rate Cuts as Yields SlideThe U.S. Bureau of Labor Statistics released the January Consumer Price Index (CPI) report this week, revealing a headline inflation rate of 2.4% year-over-year. This figure came in cooler than the 2.6% consensus estimate, marking a significant milestone in the Federal Reserve’s long-standing battle to return
Inflation Cools More Than Expected in January, Igniting Relief Rally Across Wall StreetThe U.S. Bureau of Labor Statistics released its highly anticipated January Consumer Price Index (CPI) report on the morning of February 13, 2026, revealing that headline inflation has slowed to 2.4% year-over-year. This figure came in below the consensus economist expectation of 2.5%, marking a significant milestone
The Great Anchoring: How the 10-Year Treasury Yield’s ‘New Stability’ is Redrawing the Market Map for 2026As of February 11, 2026, a sense of "hard-won equilibrium" has finally settled over the U.S. Treasury market. After years of post-pandemic turbulence, the benchmark 10-year Treasury note yield has found a steady home in a tight corridor between 4.14% and 4.26%. This newfound stability—often referred
Resilient Labor Market Challenges Fed’s Pivot: January Jobs Surge Defies ExpectationsThe U.S. labor market kicked off 2026 with a surprising display of resilience, as the January Jobs Report revealed a surge of 130,000 nonfarm payroll positions. This figure, released by the Bureau of Labor Statistics on February 6, 2026, has forced a recalibration of market expectations regarding the
Grounded in Reality or Echoes of '99? Merrill Strategists Say Today’s S&P 500 Is a Different BeastAs the S&P 500 (INDEXSP: .INX) pushes toward the 7,100 mark in early 2026, a growing chorus of investors is nervously glancing back at the ghosts of 1999. With the index having notched double-digit gains in 2025, driven by the relentless expansion of artificial intelligence and high-cap technology
Maile Kaiser of CoreSite Honored as a CRN® Channel Chief
CoreSite, an American Tower company (
NYSE: AMT) empowering critical business and AI workloads that impact everyday life through interconnected data center solutions, today announced that CRN®—a brand of The Channel Company—has selected Maile Kaiser, Chief Revenue Officer at CoreSite, for inclusion on the prestigious 2026 CRN® Channel Chiefs list. This annual recognition celebrates IT vendor and distribution executives who are shaping channel strategy and driving innovation and partnership across the industry.
Verizon Pivot: Stock Surges 11.8% as Telecom Giant Swaps Heavy Spending for Massive Shareholder ReturnsIn a dramatic shift that has sent shockwaves through the telecommunications sector, Verizon Communications (
NYSE:VZ) shares skyrocketed 11.83% on January 30, 2026, marking the company’s most significant single-day gain in years. The rally followed a powerhouse fourth-quarter 2025 earnings report that saw the company beat analyst estimates
Verizon Pivots to "Fiscally Responsible Growth" with Massive 2026 Capex CutsIn a move that signaled the end of the aggressive 5G infrastructure arms race, Verizon Communications Inc. (
NYSE: VZ) has officially slashed its capital expenditure guidance for 2026, pivoting its strategy toward cash flow maximization and debt reduction. Following its Q4 2025 earnings report released on January 30, 2026, the
Bond Market Volatility Returns: 10-Year Yield Pierces 4.27% as Tech Giants StumbleThe U.S. bond market sent a shudder through equity desks on Friday as the 10-year Treasury yield surged past the critical 4.27% threshold, hitting its highest level in 18 months. This sharp ascent, driven by a combination of hawkish shifts in Federal Reserve leadership and robust economic growth
The "Central Casting" Fed: Market Reels as Trump Nominates Kevin Warsh to Lead the Federal ReserveIn a move that has sent shockwaves through global financial markets, President Donald Trump has officially nominated Kevin Warsh to succeed Jerome Powell as the next Chairman of the Federal Reserve. The announcement, made on the morning of January 30, 2026, marks the culmination of a year-long campaign by the
Federal Reserve Signals "Strategic Plateau": Rates Held Steady Amidst Sticky Inflation and AI-Driven GrowthIn a widely anticipated move that underscores the complexity of the current economic landscape, the Federal Reserve’s Federal Open Market Committee (FOMC) voted today, January 28, 2026, to maintain the federal funds rate at a target range of 3.50% to 3.75%. This "hawkish hold" marks a definitive
American Tower Plans Fourth Quarter and Full Year 2025 Earnings Release and Conference Call
American Tower Corporation (
NYSE: AMT) announced today that the press announcement of its fourth quarter and full year 2025 results is scheduled to be released to the news services at 7:00 a.m. ET on Tuesday, February 24, 2026. In addition, the Company has scheduled a conference call at 8:30 a.m. ET on February 24, 2026, to discuss its results.
Bond Market Revolt: 10-Year Yield Hits 4.23% as Fed Eyes Pause Amid Political and Trade TurmoilThe relationship between the Federal Reserve and the U.S. bond market has reached a state of "stabilized weakness" as of January 22, 2026. Despite the Federal Open Market Committee (FOMC) delivering three consecutive quarter-point interest rate cuts in the final months of 2025, the benchmark 10-year Treasury yield remains
