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المصدر: CNBC Television وكالة أنباء
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Treasury yields passing 5% won't break the market, says Ritholtz Wealth Management's Josh Brown

Treasury yields passing 5% won't break the market, says Ritholtz Wealth Management's Josh Brown

Chris Hyzy, Bank of America Private Bank CIO, and Sonali Basak, iCapital chief investment strategist, join 'Closing Bell' to discuss the 30-year Treasury yield topping 5.31 percent, the S&P retreating from record highs last week and the energy sector rallying as oil rises.

المصدر: CNBC Television
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المصدر: Seeking Alpha وكالة أنباء
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Extreme Investor Leveraging: The Market Signal That Cannot Be Ignored

Extreme Investor Leveraging: The Market Signal That Cannot Be Ignored

The S&P 500 is exhibiting extreme investor leverage and bullish sentiment, signaling elevated risk of a market inflection point. Historical episodes of 45%+ year-over-year margin debt growth have consistently preceded bear markets or prolonged sideways returns.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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S&P 500: The Bull Market That Won't Die

S&P 500: The Bull Market That Won't Die

The U.S. equity market's persistent strength is underpinned by structural forces beyond traditional fundamentals. Passive investing and automatic 401(k) flows create a reflexive loop, disproportionately benefiting large-cap stocks via market-cap weighting.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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Q2 2026 U.S. Retail Preview: Broadline Retail Drives Growth

Q2 2026 U.S. Retail Preview: Broadline Retail Drives Growth

The U.S. consumer remains resilient enough to support earnings growth, but that resilience is increasingly concentrated. The LSEG U.S. Retail and Restaurant Q2 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 67.0% growth over last year's levels. Of the 185 retailers tracked by LSEG, the Broadline Retail sector, representing a wide variety of consumer goods, is headed for the highest earnings growth rate in the second quarter, recording a 231.1% surge over last year's level.

المصدر: Seeking Alpha
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المصدر: Market Watch وكالة أنباء
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Why it pays to stay invested: No amount of bad news could stop the stock market's strongest run in more than 25 years

Why it pays to stay invested: No amount of bad news could stop the stock market's strongest run in more than 25 years

Despite a number of shocks and surprises — a global pandemic, a tariff scare and a war with Iran, to name a few — returns in the U.S. stock market have been strong relative to history since the end of 2019.

المصدر: Market Watch
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المصدر: Seeking Alpha وكالة أنباء
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Retail Companies On The Hotseat This Week

Retail Companies On The Hotseat This Week

Retail sales was expected to be up +.1%, but it came in with a surprising -.6%. The media will focus on retail earnings, but the bull market is broad and strong without any help from retail, semiconductors, and despite a headwind from bonds.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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August 2026 Trading Outlook: Stock Market, Bonds, Fiscal Flows, And Interest Rates

August 2026 Trading Outlook: Stock Market, Bonds, Fiscal Flows, And Interest Rates

The S&P 500 Index (SP500) is supported by robust private sector surpluses and fiscal flows, with constructive market conditions projected into mid-September. Federal outlays remain elevated, but a seasonal decline in private sector surplus is expected after early September, potentially dampening risk asset momentum.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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Bears Beware: Case For Bull Market Momentum

Bears Beware: Case For Bull Market Momentum

Market bears have seen many arguments fade as AI demand strengthened, earnings improved, market breadth widened, and inflation fears seem to have eased. AI infrastructure spending may not signal an earnings bubble if broader adoption of AI agents creates years of demand for compute capacity.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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Bargain Hunters, AI Bets, And CEO Confidence: Navigating The Final Wave Of Q2 Earnings

Bargain Hunters, AI Bets, And CEO Confidence: Navigating The Final Wave Of Q2 Earnings

Earnings slow down from this point forward, with only 737 global companies releasing results for Q2 this week. All eyes will be on the retail earnings and Nvidia results. Corporate uncertainty dipped back down in during the Q2 earnings season after spiking higher in Q1.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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The Market Says AI Bubble, The Guidance Says Buy

The Market Says AI Bubble, The Guidance Says Buy

AI-infrastructure stocks are not in a bubble; earnings and guidance across the stack are accelerating, not stagnating. Coherent, Applied Materials, and Sandisk each report robust revenue growth and guide to higher future demand, signaling real, funded AI buildout.

المصدر: Seeking Alpha
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Treasury 30-Year Yields Are Back at 2007 Highs

Treasury 30-Year Yields Are Back at 2007 Highs

Global bond yields have resumed their march higher on Monday, with US rates pushing to pre-global financial crisis highs again. With oil ticking higher on fresh Middle East headlines and the Empire Manufacturing survey coming in hotter than expected, yields have extended their ascent in the US session.

المصدر: Bloomberg Markets and Finance
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المصدر: Seeking Alpha وكالة أنباء
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The King Of The AI Bubble

The King Of The AI Bubble

Nvidia Corporation is downgraded from Buy to Hold due to mounting risks and the emergence of a $500B AI securitization scheme. NVDA remains central to the AI industry, but the new Wall Street-backed financing platforms signal a potential AI bubble reminiscent of the 2005-2009 MBS era.

المصدر: Seeking Alpha
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