The Week Ahead: Do We Finally Get the Broadening?
Yields remain in the driver’s seat, with bond shorts at extremes and a light week on the calendar.
Bad News Was Good News Friday — for Stocks, Not Bonds
Payrolls missed every estimate, raising bets for an October FOMC hold, and the Nasdaq-100 powered to a record high. But Treasury yields reversed an early drop.
Retreating Yields Lift Stocks and Broaden Market Gains
Treasury yields reversed from two-decade highs, helping stocks recover morning losses as gains broaden beyond Tech, but higher oil prices remained a headwind.
Selling SoFi After $25 Billion Stablecoin Update
The financial services firm announced a major crypto agreement with Mastercard.
Tech Leads S&P and Nasdaq to Best Days Since Early August
Tech’s continued rebound along with falling oil prices and Treasury yields drove a powerful rally to start the week.
Tech Leads Equity Markets Higher
Continued gains in AI beneficiaries lead a broader rally Monday morning.
We’ve Got Our Eye on the ‘Sky’ as a New Position
Here’s our trading plan for the $10,000 Portfolio as we begin the week.
Meta Joins OpenAI, Anthropic With High-Profile Hack: 8 Key Items Shaping the Stock Market Thursday
SpaceX IPO lockup expiration begins, Fed blowback and other headlines moving stocks this morning.
As Warner Bros. Saga Drags on, I’m Tuning Into Another Media Player
This media company is smaller, but could it become another takeover target? Here’s how I’d handle it.
Oil Climbs; AMD Takes Stage; Google, Other Big Earnings on Tap
Iran fighting rages on; Advanced Micro Devices showcases at AI event; GM, Alphabet, IBM, Tesla, Lockheed Martin and American Express among names reporting.