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The stock market AI selloff continues, bond yields soar, Bitcoin drops ahead of crucial Clarity Act vote, and more news to start your day.
T. Rowe Price is undervalued, with a buy rating and 15–20% upside, as its asset outflows are far slower than market fears suggest. A retirement-heavy asset base and expanding alternative vehicles provide stability, with two-thirds of AUM in sticky, long-duration channels supporting future profit pools. TROW's operating margin expanded from 34.9% to 37.1%, aided by expense discipline, revenue growth, and a debt-free balance sheet funding a near-5% dividend yield.
Coherent's valuation has dropped by roughly 28% since their last ATH, recorded in June 2026. But COHR's financials are robust, with revenue up 42%, gross margin expanding 200 bps, and EPS surging 74% year-over-year. AI-driven datacenter demand and expanding optical networking position COHR for accelerated growth through at least 2027.
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The dividend outlook for the S&P 500 turned negative for the current quarter of 2026-Q3 since our August 2026 snapshot. Projected dividends for 2026-Q3 dropped $0.37 per share during the intervening month.
President Trump sent a swam of social media post on Monday, slamming AI leaders who have been calling for a slowdown in model development. Anthropic CEO Dario Amodei published an essay over the weekend, calling on governments and the industry to impose more thorough safety standards.
Ahead of an expected public-market debut later this year, Agility Robotics says it's cracked the code and devised humanoids that can work safely alongside real humans.
CNBC Fed Survey respondents now see at least two hikes over the next one year, a big change from just one month ago. While higher oil is cited as a main reason for the change in view, roughly three quarters of respondents see the inflation problem as broader than just energy prices.
The Senate will vote on the Clarity Act, a key bill for crypto regulation, on Tuesday afternoon.
The nervous start to the week for world markets has seen 10-year U.S. Treasury yields top 5% to hit their highest in 19 years, just as Treasury Secretary Scott Bessent prepares to address Congress and the Federal Reserve starts its critical two-day meeting today.
The 10-year yield hits its highest level in more than 19 years, summing up investors' worries about a flurry of Fed interest-rate hikes.
Anthropic and OpenAI's calls to 'pace the frontier' hinge on claims of imminent recursive self-improvement (RSI), yet current evidence suggests RSI is not here yet. Anthropic's own productivity evidence shows agents optimizing human-defined problems faster, not choosing the problems.
Macro Risk Advisors warns the S&P 500 (SP500) could see an 8-10% correction triggered by imminent Fed rate hikes. Current market setup resembles 2018, with risk of a second leg down in December if multiple hikes materialize.
US stock futures fell on Tuesday as investors faced a difficult mix of surging oil prices, a 5% Treasury yield and lingering uncertainty over the durability of the artificial-intelligence trade. Dow futures dropped about 250 points, or 0.65%, while S&P 500 and Nasdaq 100 futures slipped roughly 0.5% and 0.6%.
The average price of a gallon of diesel in the U.S. hit a fresh record high of $6.27 on Tuesday, boosting expectations that the Fed would hike interest rates Wednesday.
