Day: October 18, 2026

Tech Mahindra Surged 18.2% Last Week. AI Was Supposed to Kill It. 85ecadbe-729d-44ef-91ce-1d26438618a5

85ecadbe-729d-44ef-91ce-1d26438618a5

Tech Mahindra Surged 18.2% Last Week. AI Was Supposed to Kill It.

Market Spectator October 18, 2026

Indian software stocks just taught emerging-market investors what happens when a feared disruption arrives more slowly than...

Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated. 6c0f25ce-1bfc-48c5-b04e-c2129007167a

6c0f25ce-1bfc-48c5-b04e-c2129007167a

Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated.

Market Spectator October 18, 2026

With Moody's putting the real private credit default rate at 5.8% and AI debt markets wobbling, Thursday's...