Stock Market News
Buy these stocks to ride the next big AI wave — connectivity, analyst says
Shares of Coherent and Lumentum are Deutsche Bank's “highest conviction” picks among hardware companies in the era of AI.
AI Boom Fuels a New Tech Debt Binge
Big Tech is increasingly turning to debt to finance the massive buildout of AI infrastructure. JPMorgan Asset Management's global market strategist Stephanie Aliaga explains why hyperscaler bond issua...
CDs make a comeback, boosting US recorded music revenue
A resurgence in CD demand helped power a nearly 7% increase in U.S. recorded music revenue in the first half of 2026, the Recording Industry Association of America said on Tuesday.
A Lupus Drug Was a Failure and This Biotech Stock Is Down 58% Because of It
Alumis shares sink after the California-based biotech says envudeucitinib failed to meet the primary endpoint of a mid-stage trial.
Bessent touts bond market as 10-year Treasury yield spikes
Treasury Secretary Scott Bessent boasted that the U.S. bond market has outperformed the rest of the world since President Donald Trump's return to office. The comments at a G20 gathering in North Caro...
U.S. strikes Iran after new Hormuz Strait shipping attacks: Centcom
U.S. strikes Iran after new Hormuz Strait shipping attacks: Centcom
Dow Jones Today: DJIA Dragged Down by Oil Rally and Rising Treasury Yields
The Dow Jones (DJIA) is down 0.81% on Tuesday with both oil prices and Treasury yields on the rise. Brent crude (BZ), the global oil benchmark, is up nearly 3%…
Musk defends AI data centers, slams EU rules at G20
Elon Musk on Tuesday urged the G20 to tread softly on regulating tech and AI, saying European-style rules inhibit innovation.
Bond yields just hit multi-decade highs. Bitcoin shrugged.
Bond yields just hit multi-year highs across Japan, Germany and the UK, and US yields are climbing too, but Bitcoin isn't budging. Scott breaks down why he's reading that as bullish, not bearish, afte...
Macro Gives "Gut Check" to Stock Market, Tests Key SPX Levels
Macro "is getting a bit of a gut check today," says @CharlesSchwab's Joe Mazzola, pointing to a steady climb in crude oil prices and Treasury yields as key drivers. He warns investors of a low VIX as ...
Bitcoin Price Anchors Above $78K as Rate Hikes and Iran Strikes Limit Rally
Bitcoin (BTC-USD) price action anchored above $78,000 on Tuesday, maintaining its key trading levels following an August rally. However, ongoing rate hikes and U.S.-Iran military strikes limited a bro...
Bond Yields Around the World Soar in Challenge to Government Borrowing
The runup in interest rates has profound consequences for the global economy, heaping pressure on everyone from home buyers to credit-card holders and especially governments.
Higher Bond Yields Are Here to Stay. 3 Things Make That Clear.
The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.
Why Is the Stock Market Down Today, 9/1/26?
Both the S&P 500 (SPX) and the Nasdaq 100 (NDX) are in the red on Tuesday. The S&P 500 is down 0.5%, while the Nasdaq 100 is off 1.01%. Higher interest rate expectations continue to weigh…
Treasury Secretary Scott Bessent Says US Has Support for Economic War Against Iran
The Treasury secretary is also facing pushback on the Trump administration's trade policies at the global gathering.
Explainer: US Treasury yields are rising — Why does it matter?
A selloff in U.S. government bonds is pushing up borrowing costs, which could squeeze households, companies, financial markets and the federal budget alike.
Chris Versace Sees Buying Opportunities in SPX Amid Iran, Fed Volatility
Chris Versace shares a cautious view on September trading that many peers on Wall Street have due to mounting geopolitical risk. Comments on inflation last week from Fed Chair Kevin Warsh will also ha...
U.S. Job Openings Rose in July as Hiring Ticked Down
Available positions rose slightly to 7.3 million from 7.2 million in June, according to the Labor Department's monthly job openings and labor turnover survey.
Why Are Gold and Silver Down Today, 9/1/26?
Both gold (XAUUSD) and silver (XAGUSD) are trading lower on Tuesday. Gold is down 1.66%, while silver is off 2.08%. The two precious metals have faced pressure in recent days…
U.S. Factory Activity Growth Slowed in August
The ISM's purchasing managers index was 54.6 in August compared with 55.6 in July. Analysts polled by The Wall Street Journal were expecting a reading of 55.3.
Emerging Market Bonds Rally While the Rest of the World Sinks
The driver of the rally is a weakening dollar, while previously derided currencies from the Mexican peso to the South African rand have surged.
Jain's Fund to Manage Money Just for Millennium
Bobby Jain's multistrategy hedge fund made about $1.8 billion in trading profits over two years while managing other clients' capital. Now it's going to manage money exclusively for Millennium Managem...
Explainer: What's behind the selloff in world bond markets?
Government borrowing costs from the United States to Germany and Japan are at or near multi-decade peaks on heightened worries about inflation and rising interest rates, along with nagging anxiety ab...
S&P 500 Slips as September Rate Hike Odds Continue to Climb
The S&P 500 (SPX) is down 0.68% on Monday as rising interest rate expectations continue to grow. Fed Chair Kevin Warsh kicked off the uptrend last week after he cautioned at…
Dow falls 250 pts as oil, Treasury yields rise and Fed rate hike bets grow
US stocks opened lower on Tuesday, the first trading day of September, as rising Treasury yields, higher oil prices and renewed Middle East tensions pressured investor sentiment. Traders also increase...
Dow Jones Slumps as Global Bond Selloff Intensifies
The Dow Jones (DJIA) is down 0.53% on Monday as the global bond market continues to sell off. The 10-year Treasury yield is up 2.8 basis points to 4.786%, its…
JPMorgan's Kevin Foley on state of AI financing, IPO pipeline outlook
CNBC's Leslie Picker and Kevin Foley, JPMorgan co-head of global investment banking, joins 'Squawk Box' to discuss the state of AI financing, IPO pipeline, impact of higher rates, latest market trends...
Fed Governor Barr says he'll support rate hike if inflation doesn't ease
Fed Governor Michael Barr said Tuesday he would back a rate hike unless inflation shows convincing signs it is moving back to the central bank's 2% target. The comments come amid rising bond yields an...
Nasdaq, Dow and S&P 500 Test Support as Rates Climb
US indices are looking soft in overnight pre-market trading as rising interest rates pressure the market. The Nasdaq 100, Dow Jones 30 and S&P 500 are testing important technical areas, including thei...
Futures Fall as Rising Bond Yields Spook Investors
U.S. stock futures fell on Tuesday morning as global bond yields rose amid inflation woes and high oil prices. Notably, at the time of writing, the U.S. 10-year Treasury note yield moved…
The Market's September Curse Is Here but There's a Scarier Spell on Stocks
Nvidia's latest ‘circular' deal is more complex than ever, Amazon faces an FTC state lawsuit, and changes at the top for Apple.
Suddenly Wall Street is getting a bit nervous. Here are two ways to prepare for potential turbulence.
Strategists at Citadel Securities and JPMorgan both said they have turned temporarily cautious, though neither is saying the bull market is over.
10-year yield hits highest since January 2025 as Middle East tensions return to focus
Treasury yields increased on Tuesday as investors monitored a reignition of tensions in the Middle East.
Morning Bid: September storm
World markets enter September with another government bond storm brewing. After Federal Reserve chief Kevin Warsh's distinctly hawkish Jackson Hole speech on Friday, U.S. Treasury yields pushed highe...
Bond Yields Are Surging. 2 Looming Events to Make Things Worse.
Stocks could suffer yet another September slump unless investors get some reassurance on the run-up in borrowing costs.
Dow futures plunge 315 points: 5 things to know before Wall Street opens
US stock futures fell on Tuesday as Wall Street opened September under pressure from rising oil prices, elevated Treasury yields and renewed Middle East tensions. Dow futures were down about 315 point...
Bond sell-off continues, yet Bessent shrugs off concerns
U.S. Treasury Secretary Scott Bessent downplays concerns as the global bond sell-off deepens with the U.S. 10-year treasury yield hitting a 20-month high. The G20 summit in North Carolina leaves Europ...
Stock Market News Today, 9/1/26 – Futures Fall as U.S.-Iran Conflict Raises Oil Concerns
U.S. stock futures fell ahead of Tuesday’s trading session as investors started September, historically a challenging month for stocks. Rising tensions between the U.S. and Iran also weighed on sentim...
U.S. Stock Futures Slip Amid Bond Selloff
U.S futures edged lower, with weakness in chip stocks pushing hurting the Nasdaq.
Global bond yields soar to multi-decade highs as Middle East turmoil reignites inflation fears
Government bond yields rose across the U.S., Japan, U.K. and Germany on Tuesday. Japanese and British yields surged to multi-decade highs as retaliatory strikes between the U.S. and Iran pushed fresh ...
Stabilizing the bond market is now Scott Bessent's job: Ed Yardeni
Ed Yardeni of Yardeni Research says that the Fed will likely hike in September, although he believes they should have done so in July. He also discusses Treasury Secretary Scott Bessent's role in stab...
From the U.K. to Japan, bond yields are jumping as U.S. bonds tumble
The old adage that the rest of the world sneezes when the U.S. catches a cold very much applies to bonds as well.
Stock Market Today: Bond Yields Heat Up
The global bond rout is rolling on into September, raising borrowing costs for governments and putting pressure on U.S. stocks today.
What Could Stop the Bond Market Selloff?: 3-Minutes MLIV
Anna Edwards, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Japanese borrowing costs hit 30-year high as Bessent says Tokyo may intervene to boost yen
Japan's 10-year government bond yield touched 3%, its highest level since 1996 The yen traded near 160 per dollar, reviving concern about possible intervention.
Why You Should Give Long Bonds the Benefit of the Doubt
Bond bears are growling up the wrong trees. The case for buying TIPS now.
Stock Futures Enter September on a Mixed Note as Oil Prices Rise
U.S. stock futures traded mixed ahead of Tuesday’s session as markets entered September, historically a challenging month for stocks. Meanwhile, investors continue to monitor developments in the Middl...
Nikkei Falls 1.0%, Dragged by Chip Stocks
Japanese stocks were lower as concerns about the Iran conflict and higher energy costs resurface.
Review & Preview: See You in September
End of August. The S&P 500 and Nasdaq Composite each clocked their best August since 2021, despite Monday's end-of-month slide.
August was the month of the comeback kids. Cramer reviews what drove the biggest winners
CNBC's Jim Cramer said August was a comeback month for stocks that had been battered by bearish narratives. Enterprise software staged a particularly strong recovery as Palantir, Veeva, Salesforce, an...
U.S. Stock Futures Hold Steady After Weak Session
U.S. stock futures were flat on Monday evening after a weak session, though major U.S. indices still posted gains for August. Futures on the Dow Jones Industrial Average ($DJIA) and the…
Bessent urges G20 to 'get back to the basics' with deregulation and growth-first agenda
Treasury Secretary Scott Bessent called on global leaders to spur growth by cutting red tape, offering the Trump administration's deregulatory push as a blueprint.
Stocks Decline to End August as War Fears Persist
Oil prices rise with new fighting reported in the Strait of Hormuz,
'WARNING SHOT': Bessent just put bond vigilantes on notice, Dagen McDowell says
'The Big Money Show' panelists analyze U.S. economic growth, market yields, rising oil prices and trade as Treasury Secretary Scott Bessent hosts G20 finance leaders in Asheville, North Carolina.
Uruci of T. Rowe Price Confident Inflation Will Hit 2%
Blerina Uruci, T. Rowe Price chief US economist, is quite positive that inflation will fall to 2% even "without interest rates being too restrictive.
Trump says U.S. growth could hit 20%. It's happened only once since WWII
President Donald Trump said the U.S. economy could grow at rates as high as 20%, arguing that rapid growth should not prompt the Federal Reserve to raise interest rates. U.S. GDP has grown at an annua...
U.S. Stocks Fall as Iran War Inflation Heats Up
U.S. stocks fell after renewed hostilities between the U.S. and Iran near the Strait of Hormuz.
Stock Market Today: SPY, QQQ Mixed after U.S. and Iran Exchange Strikes; Rate Hike Odds Surge
It was a mixed day for the S&P 500 ETF ($SPY) and the Nasdaq 100 ETF ($QQQ) on Monday. The S&P 500 finished with a 0.3% loss, while the Nasdaq…
Dow falls 380 pts as Iran conflict lifts oil prices and rate hike concerns
US stocks ended lower on Monday as renewed military hostilities between the United States and Iran pushed oil prices higher and revived concerns about inflation and monetary policy. The decline came a...
S&P 500 Top Stock Gainers Today, 8/31/26
The S&P 500 (SPX) faced pressure on Monday with a 0.33% loss as investors digested renewed violence between the U.S. and Iran, rising oil prices, and higher rate hike expectations. Let’s break down…
'FAILING NATION': Trump says this has been 'UNBELIEVABLE'
Brian Brenberg, Taylor Riggs, Dagen McDowell and Lauren Simonetti analyze the impact of the U.S.-Iran conflict on crude oil prices and treasury yields. Mike Murphy discusses market volatility and Appl...
The 10-year Treasury yield just crossed a key threshold that should make people ‘sit up and take notice'
Yield on 10-year Treasury touches its highest level of Trump 2.0 as oil climbs back about $90 a barrel
Asset Allocation Bi-Weekly – The Impact of New Equity Supply
In November 1982, the Securities and Exchange Commission (SEC) changed its position on stock buybacks. Prior to this change, the SEC held that buybacks were potentially market manipulation.
Jerome Powell still has one vote on whether rates go up — the same as Kevin Warsh
Powell is no longer Fed chairman, but he still has a vote on whether to raise interest rates.
Markets see Warsh endorsing a rate hike in September. Not everyone is convinced
Markets flipped to pricing in the chance of a rate hike following Fed Chairman Kevin Warsh's speech Friday at Jackson Hole, Wyoming. However, some participants see less of a chance with few obvious da...
Risk-reward outlook for stocks is getting worse as historically tough month kicks off, says Citadel
The risk-reward of buying protection in the equity market looks compelling.
Fed's Warsh says past global savings glut is turning into investment surge
U.S. Federal Reserve Chairman Kevin Warsh on Monday told G20 finance leaders that the world is seeing a global investment surge that is helping to power growth, reversing past savings gluts that kept...
JPMorgan Turns ‘Tactically Cautious’ Following Warsh’s Hawkish Jackson Hole Speech
JPMorgan Chase’s ($JPM) trading desk is taking on a “tactically cautious” stance on U.S. stocks over the next few weeks following Fed Chair Kevin Warsh’s surprisingly hawkish speech at the…
Stocks Could Pull Back in September — Here's What Joe Tigay is Buying
September is historically the market's weakest month. Joe Tigay breaks down the signals he's tracking - low VIX, inflation shocks, overspending in AI - and the stocks he's watching on pullbacks includ...
Here's how to invest using a winning strategy that offers a spin on traditional stock index funds
Equal-weighted strategies are mostly outperforming those that use traditional market-cap weightings.
Wells Fargo Says Canada's Steel Retaliation `Irrelevant'
Timna Tanners, an analyst for Wells Fargo & Co., says Canada's retaliatory steel tariffs are mostly ``for show'' because the trade war with the US already has made American imports too costly. She spe...
Mortgage rates surge to the highest since June 2025 as new Middle East attacks push oil prices up
The average rate on the 30-year fixed mortgage is now 6.87%. That rate is 12 basis points higher than it was Thursday and is being fueled by rising oil prices.
The 10-year Treasury yield is breaking out and 5% could be just the beginning. Here's why that matters.
The yield on the 10-year Treasury note has risen sharply in recent weeks and, following Federal Reserve Chair Kevin Warsh's speech at the Jackson Hole economic symposium on Friday, it is poised to bre...
Bessent pushes back on Druckenmiller critique of bond intervention
Treasury Secretary Scott Bessent defended the Trump administration's recent intervention in the bond market. Bessent pushed back on a critique from investor Stanley Druckenmiller, telling CNBC the bil...
Bessent now says debt-reduction plan could be months away. It will face hurdles when it arrives.
Top officials in the Trump administration have taken the wraps off a plan for tackling the federal government's persistent deficits.
Dow Jones Today: DJIA Retreats amid U.S.-Iran Escalation and Oil Rally
The Dow Jones (DJIA) is down by 0.67% on Monday after the U.S. and Iran exchanged blows over the weekend. On Sunday, U.S. forces struck Iranian rocket launchers as they…
Should bond investors worry with Warsh running the Fed?
The formerly drama-free investment vehicle, U.S. government debt, is now causing some concern.
This Federal Contractor Stock Jumps After Earnings. It's Becoming a Government Darling.
Management attributed the latest quarter's increased revenue to a higher volume of client contracts.
The Small-Cap Rally Is Starting to Look Stretched
Small-cap stocks have trounced the S&P 500 this year, but valuations are less compelling and some strategists say large-cap stocks now offer better opportunities.
Can Stocks Fight the Fed? We're About to Find Out.
Bonds yields are rising, but Wall Street still loves stocks. The battle lines are drawn for the final months of the year.
New Inflation Threats Pose Interest Rate Risks & Analyzing Yen Weakness
Fed Chair Kevin Warsh's Jackson Hole speech makes Liz Ann Sonders (@CharlesSchwab) believe the FOMC will hike interest rates, the question is when. A reescalation in the U.S.-Iran war and global trade...
Investors Wary After Warsh Speech Fuels Rate-Hike Bets
Some investors are voicing skepticism about mounting speculation that Federal Reserve Chairman Kevin Warsh is poised to raise interest rates. After Warsh reiterated his commitment to bringing down inf...
Making the Fed more accountable could fend off Trump's threats. Here's how
The Federal Reserve—one of the world's most powerful institutions—affects the U.S. economy in a way that no other part of government can.
Goldman Sachs' CEO Solomon: Outlook for U.S. economy is pretty constructive
David Solomon, Goldman Sachs CEO, joins 'Squawk on the Street' to discuss his outlook on the U.S. economy, investments in AI, the bond market, and more.
Treasury Secretary Bessent: We will get on the other side of the Iran conflict
Treasury Secretary Scott Bessent joins 'Squawk on the Street' to discuss sanctioning another bank in effort to clamp down on Iran transactions, if the U.S. can crush Iran financially without China, an...
Rate Hike Odds Soar as 10-Year Yield Ramps to 20-Month High
In a sharp turn of events, a 25-basis-point interest rate hike is now the most likely outcome at the September 16 Federal Open Market Committee (FOMC) meeting. The odds stand…
Ships Paying $500K Per Day in Strait of Hormuz Delays: Who's Fronting the Bill?
Amanda Rastovic turns to the Strait of Hormuz and lasting tensions between the U.S. and Iran as both force exchange fire once again. "It's kind of questionable what is moving through" the Strait at th...
Why Is the Stock Market Down Today, 8/31/26?
Both the S&P 500 (SPX) and the Nasdaq 100 (NDX) are in the red as investors assess a return to violence between the U.S. and Iran. Over the weekend, the…
S&P 500 Seasonality Points to a Bearish September
The S&P 500 (SPX) is set to end August in the green, although September could be a different story. History shows that September is usually bearish for the benchmark index.
Nasdaq, Dow and S&P 500 Stay Resilient as Rates Remain High
Nasdaq, Dow and S&P 500 technical analysis tracks key support levels as US stocks remain resilient despite elevated rates and potential month-end volatility.
US stocks fall as Iran conflict lifts oil, inflation and Fed rate hike bets
US stocks opened lower on Monday as renewed military clashes between the US and Iran pushed oil prices higher and added to concerns about inflation. The developments also increased uncertainty around ...
Treasury Secretary Bessent and Fed Chairman Kevin Warsh speak at G20 meeting — 8/31/2026
Treasury Secretary Scott Bessent and Federal Reserve Chairman Kevin Warsh deliver remarks to kick off Monday's gathering of the Group of 20 finance ministers in Asheville, North Carolina. The meeting ...
Dow Jones Slips as U.S.-Iran Tensions Flare
The Dow Jones (DJIA) is down 0.22% on Monday after the U.S. and Iran exchanged strikes over the weekend. On Sunday, the U.S. military carried out strikes on Iranian rocket…
The markets could rally 'very strongly' if the Fed holds rates in September: Fundstrat's Tom Lee
Tom Lee, Fundstrat managing partner and head of research and Fundstrat Capital CIO, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, state of crypto, and more.
The AI Boom May Resemble Social Media More than Telecom
Good morning. It's understandable that people often frame the AI boom in terms of earlier tech investment cycles, notably the telecom boom and bust of the 1990s and early 2000s.
5 Things to Know Before the Stock Market Opens on Monday
Stock futures are pointing to a lower open for the last day of August; oil prices are rising after the U.S. and Iran exchanged strikes last night; the major indexes are set to post gains for the month...
Futures Trend Lower as U.S. Strikes Iran, Oil Prices Rise
Stock futures were down on Monday morning amid rising tensions in the Middle East, as the U.S. struck two rocket launchers on Iran’s Larak Island. Oil prices rose due to…
Hightower's Stephanie Link on what she likes in the market right now
Stephanie Link, Hightower chief investment strategist, joins 'Squawk Box' to discuss the latest market trends, takeaways from Fed Chairman Kevin Warsh's remarks at the Jackson Hole Economic Symposium,...
Top Nasdaq Composite and S&P 500 news to watch this week
The Nasdaq Composite and the S&P 500 indices have moved sideways in the past few weeks and are all hovering near their all-time highs. NDX trades at 26,400 points, down from the year-to-date high of 2...
The Stock Market Rally Is About to Face Its Biggest Test
Trump's deal for Venezuelan oil unpacked, AI spending bubble fears, and more news to start your day
Warsh's hawkish tone at Jackson Hole offsets Treasury bond intervention: StanChart's Eric Robertsen
Eric Robertsen, Global Head of Research and Chief Strategist at Standard Chartered Bank, says the U.S. bond market is not facing a crisis yet, but warns of higher funding costs. He also expects Asia F...
Santoli: Why investors should be on high alert heading into September
Investors should be on high alert because various key market metrics are coiling near consequential thresholds. Prediction markets try to launder themselves as socially useful venues for risk manageme...
Higher rates will separate the winners and losers in the AI trade: T. Rowe Price
T Rowe Price's Rahul Ghosh says a more hawkish Fed need not derail the AI trade if earnings and free-cash-flow growth remain strong. He argues markets may have underestimated returns on AI investment,...
Rate-Hike Odds Are Rising and the Tech Rally Looks Vulnerable
Technology stocks face a test from the prospect of higher interest rates after Fed Chairman Kevin Warsh issued a warning about inflation.
The Index-Fund Strategy Quietly Beating Big Tech This Year
Good morning, I'm filling in for Spencer Jakab. Crude prices are hopping after U.S. forces attacked two Iranian rocket launchers in the Strait of Hormuz Sunday, the first American strike in weeks. Ira...
At Jackson Hole, global central bankers glimpse dystopian AI future
JACKSON HOLE, Wyoming, Aug 31 (Reuters) - Imagine a world where AI-powered trading is so prevalent, fast and effective that the Federal Reserve must give two news conferences, one for humans and anoth...
Companies Plow Tariff Refunds Into Price Cuts, Appealing to Stretched Consumers
E.l.f. Beauty, Walmart and Tractor Supply are among the companies dropping prices to boost sales.
America's Biggest Companies Ring Up Hefty Sales and Raise Their Outlooks
Profits are soaring at America's biggest companies—and their leaders say that likely won't change soon. From Target and J.M. Smucker to farm-equipment maker Deere, companies spanning the breadth of th...
Stock Market News Today, 8/31/26 – Futures Wobble as U.S.-Iran War Escalates
U.S. stock futures edged lower ahead of Monday’s session following a U.S. strike on two rocket launchers on Iran’s Larak Island on Sunday, raising concerns about further escalation and sending…
Wall Street closes lower as oil prices jump, indexes notch monthly gains
U.S. stocks weakened on Monday, with Wall Street turning the page on a volatile month as a war-related jump in crude prices revived inflation fears and raised the likelihood of tighter monetary polic...
U.S. Treasury Yields Fall but 10-Year German Bund Yield Hits 15-Year High
U.S. Treasury yields declined while eurozone government bond yields rose, pushing the 10-year Bund yield to a new 15-year high as fresh military escalation between the U.S. and Iran lifted oil prices.
U.S. Stock Futures Little Changed as Markets Weigh Warsh's Hawkish Remarks
Market pricing now implies about a 60% chance of a Fed rate increase in September as gold prices fell and crude oil rose.
Warsh Restores Some Fed Credibility: 3-Minutes MLIV
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Monthly Dividends Are the Latest Income Craze, but There Are Risks
Stocks and ETFs promising monthly or even weekly income are proliferating, but frequent payouts can obscure volatility and weak total returns.
6 Numbers That Back Up the AI Trade
The development of AI technology is the stock market issue of 2026, 2027, 2028, and likely beyond. AI has created trillions in stock market value, and set off an epic arms race among technology giants...
Buckle Up for Wall Street's Worst Month
The S&P 500 and Dow Jones Industrial Average have both tended to decline by 1.1% in September. Things don't look much better for the Nasdaq Composite, either.
Jackson Hole analyst roundup: Warsh's speech sends hike chances higher, may put Fed `at odds' with Treasury
Deutsche Bank continues to expect the Fed to hike 50 basis points this year, with increases at the September and December meetings. Traders of fed funds futures now see a nearly 56% chance of a quarte...
Corporate America's Profits Are Booming—and Signal More Good Times Ahead
Tariff refunds and the ever-resilient U.S. consumer are fueling the heftiest rise in big-company profits in years
The Sudden Unraveling of Wall Street's Momentum Trade
The “self-fulfilling prophecy” of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.
Asian Currencies Consolidate; May Weaken on Growing Fed Rate-Hike Prospects
Asian currencies consolidated against the dollar, but may weaken on growing prospects of Fed rate hikes.