H.R. 3633 procedural 60-vote test at about 2:15 p.m. ET Tuesday; not final passage.

After hot-core August CPI, Goldman baseline is 25 bp at the Sep 15-16 FOMC; FedWatch hike odds near 85-90%.

Fortune Saturday: Sam Altman says OpenAI will not go public in 2026; Amodei pace plan wins Altman and Musk backing.

Oracle PR: 10b5-1 cancelled; no stock sold; no other sale plans. Up to 50M shares; $7.5B is CNBC mark-to-market, not...

Reuters: talks; raise as much as $100B / about $2T (two sources); Nvidia up to $10B (one source); plans fluid;...

Reuters exclusive: weighing after Trump met nearly a dozen refiners; no final decision; 98% util; Brownsville ~168kbd unclear funding.

Summer 2026 CapEx guides, top-three cloud share near two thirds, and chip and index concentration show power clustering at the...

Elevated rates, high absolute prices, and delayed first time buyers show ownership is selectively available, even as national affordability indexes...

Reuters confirming Axios: at least two Thursday calls; intel sharing and targeting offered; White House did not address Reuters question.

Yahoo closes: CIEN $349.54 (+4.48%), ANET $199.59 (+5.61%), CSCO $112.13 (+4.36%); no single-name announcement.