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Treasury yields have eased from multiyear highs. A softer jobs report could push them even lower.
Eye drug maker Tarsus Pharmaceuticals said on Thursday it would acquire privately held Alkeus Pharmaceuticals in a cash-and-stock deal worth up to $800 million, adding an experimental oral therapy for a rare inherited retinal disorder with no approved U.S. treatment.
Charles Schwab combines robust organic growth, expanding net interest margins, and disciplined capital management to deliver strong shareholder value. SCHW's Q2 2026 results featured 20.9% revenue growth, 42.1% EPS growth, and a 3% NIM, supporting a "Buy" rating with 32% upside to fair value. EPS is expected to compound at 20.5% annually through 2028, with a safe, growing dividend and ongoing buybacks enhancing total return potential.
International expansion and surging profitability help make Remitly Global stock a buy.
Nebius Group, Credo Technology Group, and Guardant Health, Inc. were among the top contributors to performance. During the quarter, Credo shares contributed positively to performance as investors responded favorably to the company's rapid revenue growth and rising demand from hyperscale customers. Karman Holdings Inc., GeneDx Holdings Corp., and Forte Biosciences Inc. were among the top detractors from performance.
Cracks in the AI trade in July prompted a risk-off move in the stock market. That dragged down growth-oriented mutual funds and sector funds heavily tied to the emerging technology.
Former Federal Reserve Vice Chairman and The Business Council Vice Chair Roger Ferguson joins 'Squawk Box' to discuss the Fed's interest rate outlook, Google's AI leadership shake-up, latest results from The Business Council's CEO confidence survey, and more.
Radian Group completed its Inigo acquisition to diversify into specialty insurance, aiming for global multi-line exposure beyond US mortgage insurance. Q2 2026 earnings missed expectations due to $169.2 million in Inigo loss provisions tied to the Middle East conflict, creating near-term uncertainty. Mortgage insurance performance also weakened, with higher combined ratios and persistency rates falling to their lowest since Q3 2022.
The U.S. jobs market isn't getting much better for people looking for work — but it's not getting any worse, either.
Radian Group remains a “Buy,” supported by resilient mortgage insurance earnings and strong capital returns despite a Q2 earnings miss. RDN's diversification into specialty P&C (Inigo) introduces short-term margin pressure but is expected to improve long-term earnings resilience. Shareholder returns are robust, with a 2.6% dividend yield and accelerating buybacks, supported by healthy leverage and cash flow.
Gold is hovering around seven-week highs and enters its fourth consecutive winning session. A weaker ADP report reduces the chances of a Fed rate hike in September, which would provide some relief for non-yielding gold.
JPMorgan strategists say some big hedge fund groups took heavy hits from the July tech selloff, and they may be buying far less of those stocks going forward.
Plus: White House AI guidelines exempt U.S. open models from government review, and U.K. regulator eases listing rules
US stock futures were mixed on Thursday as Wall Street's record-setting advance ran into a fresh test from the most crowded corner of the AI trade. Dow futures added 123 points or 0.3% and S&P 500 contracts were little changed, while Nasdaq 100 futures fell 133 points or 0.5% after Western Digital and SanDisk slid despite powerful earnings and sales growth.
Google shakes up AI leadership, IonQ's revenue nearly quadruples, Berkshire's earnings report is near, and more news to start your day.
