Home Depot CEO taking temporary medical leave, two top execs to run the retailer
Home Depot’s CEO Ted Decker is taking a temporary medical leave of absence that’s expected to last a few months.
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.
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Super Micro’s earnings report brings more good news, and the stock is climbing

The company impressed Wall Street several weeks ago by teasing an improved profitability trajectory. Super Micro’s latest forecast has exceeded expectations as well.
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CoreWeave’s stock soars as earnings show major AI momentum

The AI cloud provider topped revenue and earnings expectations, with its CEO cheering “an important inflection point.”
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Health insurers are dumping Medicare Advantage plans. Here’s how many seniors could be affected.

Older adults could be scrambling for new health coverage next year, especially in rural markets that have fewer insurance choices.
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