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Here are five key things investors need to know to start the trading day.
Global fund managers are more worried about a “disorderly rise” in bond yields than a bubble for AI, says Bank of America's latest survey.
The “Magnificent Seven” basket of mega-tech stocks is on the verge of an imminent breakout that should spark a sharp rally in the large-cap tech sector, according to Fundstrat.
Loretta Mester, Princeton University Griswold Center for Economic Policy senior scholar and former Cleveland Fed president, joins 'Squawk Box' to discuss the Fed's two-day policy meeting, what to expect from Fed Chairman Kevin Warsh, the Fed's inflation fight, interest rate outlook, and more.
The AI narrative has flipped to a focus on the risks with the tech unpopular with the public and projections of order backlogs beyond a few quarters now suspect. But there may be a silver lining for investors revealed in the AI slowdown.
The G20 finance ministers' vote ended 19–1, isolating China and signaling growing global concern over its trade surplus and non‑market policies. The September 24 Trump–Xi meeting comes just weeks before key tariff and export‑control deadlines, making it a pivotal moment for supply‑chain strategy.
A-shares remained subdued amid the pressure of high oil prices and elevated interest rates, with trading volume declining sharply as investors waited for key economic data. External conditions grew to the most negative for equities as tensions in the Middle East intensified and Brent crude moved above the US$90-100 per barrel range.
Dutch chipmaking startup Axelera AI has signed multiple contracts to supply chips to AI factories, it said on Tuesday as it launched "Europa", its second generation of chips, which can be used in specified Dell and Supermicro products.
Clay Seigle, Nonresident Scholar at Energy Security, says China's pullback in crude buying helped keep a lid on oil prices during the conflict, but its return to the market is now adding upward pressure. He says prolonged energy disruptions could trigger further policy intervention, while higher oil prices pose a major headwind to a more dovish Federal Reserve.
Sri-Kumar Global Strategies' Komal Sri-Kumar says the Fed “ought” to raise rates by 50 basis points, arguing that an expected quarter-point move may fail to contain inflation concerns and could push 10-year Treasury yields above 5%. He expects geopolitical tensions, higher oil prices and tariffs to keep upward pressure on long-term yields.
Wells Fargo & Company preferred Series AA is rated Buy for its attractive 6.9% yield and low risk profile. Both Series DD and Series AA are now callable, but current pricing indicates low call risk for either issue. WFC's preferred dividend safety is underpinned by a 23x net income-to-dividend ratio and 11x par coverage by common equity.
Middle East supply disruptions and record-low European storage levels have driven international natural gas benchmarks to multi-year highs. While long-term contracts insulate North American exporters from spot volatility, persistent global deficits are providing the commercial incentive necessary to accelerate a historic capacity expansion.
Coherent Corp. is capitalizing on surging AI data center demand, with 800G and 1.6T optical modules driving record revenues and margin expansion. COHR's Datacenter & Communications segment now generates 79% of revenue, growing 58.6% year-over-year, while the company accelerates its shift to higher-margin products. Despite a high forward P/E of 32.4x, rapid profit growth and a low PEG ratio of 0.62x justify a bullish stance for investors focused on 2027 results.
Host Taylor Riggs and Blockchain.com CEO Peter Smith discuss President Donald Trump's support for new cryptocurrency ethics requirements under the proposed Clarity Act.
The stock market AI selloff continues, bond yields soar, Bitcoin drops ahead of crucial Clarity Act vote, and more news to start your day.