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With yields on 30-year U.S. Treasurys at 19-year highs, investors predict a new era in the bond market. And it looks a lot like 2007.
As the cyclospora outbreak has made consumers more cautious about salad purchases, one analyst points to sales declines for Clorox's Hidden Valley brand.
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.
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.
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.
A sell-off in U.S. government bonds is pushing up borrowing costs, which could squeeze households, companies, financial markets and the federal budget alike.
How much will the U.S. need to pay to convince the world to keep lending it money?
Bitcoin whales have added about 43,000 Bitcoin over the past 60 days, worth roughly $2.75 billion at current prices, according to CryptoQuant. Kavita Gupta, founder & general partner of the Delta Blockchain Fund, says she sees a movement of Bitcoin, rather than buying of Bitcoin.
It now remembers the preferences and work context of individual users, with organizational memory a longer-term goal.
Fed Chairman Kevin Warsh wants bond markets to speak for themselves. Well, here's what they're saying.
Coherent's Q4 revenue reached a record $2.05 billion as Data Center revenue surged 66% and gross margin expanded to 40.2%. Fiscal 2027 is effectively sold out, while purchase orders extend into 2028 and LTAs reach through the decade. Six-inch InP delivers roughly four times the output at half the cost, creating simultaneous capacity and margin leverage.
Investors are starved for information in a new world of “terse” communication from the central bank.
Mill Street Research's Sam Burns discusses why his firm's equity risk model remains neutral despite the S&P 500's (SPX) record highs. He points to slowing momentum in tech stocks, shifting market leadership, and risks tied to Fed expectations.
After AI models from OpenAI, Anthropic and others broke out of controlled tests and accessed real-world systems, new questions were raised about how they should be assessed before deployment. Those evaluations were run with Irregular, a startup hired to stress-test advanced AI models.
Renewed interest in atomic energy and AI mania are colliding at the Idaho National Lab—where Oklo and rivals hope to revive the long-stagnant industry.
