
What's Driving Yields Higher? Call it the Great Normalization.
Fed Chairman Kevin Warsh wants bond markets to speak for themselves. Well, here's what they're saying.
آخرین اخبار مالی و اقتصادی، تحولات بازار، گزارشها و تحلیلهای بازارهای مالی را در PipVero دنبال کنید.

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.

Oil markets are swinging between gains and losses as traders focus on recent developments in the Middle East.

The convergence of investing, trading and sports betting may be getting a major shot in the arm — or shot on goal — starting with 32 new exchange-traded funds.

@CharlesSchwab's Michelle Gibley walks investors through global market movers through Japan and the currency intervention keeping some on edge. She turns to China and economic data suggesting a slowing consumer and struggles to translate tech earnings into stronger profits.

Bank of America is urging investors to rotate toward defensive assets as market risks increase, despite investor sentiment reaching one of its most bullish levels in recent years.

Bitcoin remains caught in a summer lull. Daily volumes are running at $4B per day on trusted exchanges, with similarly subdued activity across equities and other risk assets.

Government bond yields have been surging for nearly two months, escalating costs for the burgeoning U.S. debt level. The 30-year bond in particular is trading around its highest level since 2003 amid a slew of concerns.

Cooper Companies' 22% three-month surge reflects contact lens share gains, MiSight growth and a recovering fertility business.

JP Morgan's Gabriela Santos says AI remains the biggest theme in global markets—but investors may be dangerously concentrated. She explains why recurring AI selloffs are inevitable, where investors can still find diversification, and how massive tech borrowing is quietly extending AI risk from stocks into bonds.

Fortune Brands Innovations is rated Hold due to execution issues in its Water segment and ongoing revenue weakness. FBIN's Q2 2026 adjusted EBIT and EPS benefited from an $81M tariff refund; underlying profits and EPS declined year-over-year when adjusted. Management expects Water segment service levels to normalize by year-end, but turnaround execution remains a 'show-me' story for investors.