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المصدر: Invezz وكالة أنباء
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Dow closes 110 points as bond yields rise and semiconductor stocks slide

Dow closes 110 points as bond yields rise and semiconductor stocks slide

US stocks ended lower on Tuesday as rising sovereign bond yields and elevated oil prices increased concerns about persistent inflation and borrowing costs. The S&P 500 fell 0.69%, while the Nasdaq Composite declined 1.33%.

المصدر: Invezz
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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China Trying to 'Run Out the Clock' on Trump Presidency, Says Shehzad Qazi

China Trying to 'Run Out the Clock' on Trump Presidency, Says Shehzad Qazi

Shehzad Qazi, COO of China Beige Book, said that expectations should be low for the upcoming meeting between President Trump and Chinese President Xi in September. Qazi said that the continued meetings between the two leaders acts as a way to continue the trade truce between the US and China and for China to try and 'run out the clock' on Trump's presidential term.

المصدر: Bloomberg Markets and Finance
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Long-Term Debt Costs Soar to Highest in Decades as Bonds Slump

Long-Term Debt Costs Soar to Highest in Decades as Bonds Slump

Bloomberg Intelligence chief US interest rate strategist Ira Jersey said that part of the reason for the rise in yields for long-term treasuries is that US bonds have to compete with bonds from other countries like Japan. Jersey, who was joined by Bloomberg's Davide Barbuscia, said that buyers are concerned about the health of developed bond markets and need a higher yield incentive to buy.

المصدر: Bloomberg Markets and Finance
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المصدر: Schwab Network وكالة أنباء
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Zed Francis on AI Chip "Volatility Smash" & Using "Boom Bust" to Your Advantage

Zed Francis on AI Chip "Volatility Smash" & Using "Boom Bust" to Your Advantage

Volatility has hit a new "floor," says Zed Francis, and he gives credit to AI chip stocks. He explains how the sector, combined with leveraged ETFs and a surge in positioning, caused the sudden uptick in volatility and its subsequent freefall.

المصدر: Schwab Network
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المصدر: CNBC Television وكالة أنباء
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Trivariate Research's Adam Parker says the market reaction to rising yields is 'fleeting'

Trivariate Research's Adam Parker says the market reaction to rising yields is 'fleeting'

Adam Parker, Trivariate founder and CEO and CNBC contributor, joins 'Closing Bell' to discuss the 30-year treasury yield topping 5.33 percent.

المصدر: CNBC Television
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Stocks Fall As Global Bond Yields Stay Elevated | Closing Bell

Stocks Fall As Global Bond Yields Stay Elevated | Closing Bell

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Scarlet, Fu, Isabelle Lee, Carol Massar and Joe Deaux. -------- More on Bloomberg Television and Markets Like this video?

المصدر: Bloomberg Markets and Finance
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المصدر: Market Watch وكالة أنباء
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Hidden Valley Ranch dressing may be a victim of this summer's salad scare

Hidden Valley Ranch dressing may be a victim of this summer's salad scare

As the cyclospora outbreak has made consumers more cautious about salad purchases, one analyst points to sales declines for Clorox's Hidden Valley brand.

المصدر: Market Watch
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المصدر: Seeking Alpha وكالة أنباء
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The Math Of The AI Bubble Is Changing

The Math Of The AI Bubble Is Changing

Anthropic reportedly reached positive adjusted operating income years before OpenAI expects to, challenging the assumption that leading AI models must remain money-losing loss leaders. Its $65 billion annualized revenue run rate suggests businesses will pay for model quality, weakening the race-to-the-bottom thesis behind much of the AI bear case.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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10y10y Yields Are Above 2008 Highs: The S&P 500 Is Becoming The New Bond Market

10y10y Yields Are Above 2008 Highs: The S&P 500 Is Becoming The New Bond Market

The long end of global government bond markets is pricing in a structurally higher rates and term premium, signaling skepticism toward fiscal and demographic sustainability. Despite recent US data suggesting lower yields, the 10y10y forward rate has surged to 5.9%, above its 2008 peak, reflecting market expectations beyond the current cycle.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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Dave: Credit Quality Determines The Valuation

Dave: Credit Quality Determines The Valuation

Dave has evolved into a highly profitable fintech, posting 30% revenue growth and 44% EBITDA margin in Q2 2026. At $336, DAVE trades at 17.3x 2027 EPS, with a Buy rating and a 12-month target of $390-$430, reflecting attractive growth versus valuation. Three reinforcing growth engines—efficient acquisition, CashAI V6 with higher ExtraCash limits, and the upcoming Dave Flex—drive multi-year expansion potential.

المصدر: Seeking Alpha
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