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Mohamed El-Erian warned that massive bond issuance by tech hyperscalers and governments is saturating debt markets and pushing yields higher. Big tech giants have issued $132 billion in debt to fund …
US equity futures traded mixed as rising Treasury yields pressured tech stocks while higher oil prices supported energy. Crude oil gained over 1-2%, with Brent reaching $97 and WTI hitting $92.79.
Options traders are pricing in a $280 billion (5.4%) post-earnings swing for Nvidia, below historical averages. The chipmaker faces a seven-day losing streak amid surging Treasury yields and broad te…
Memory and storage semiconductor stocks slid sharply as surging Treasury yields triggered a valuation reset across extended tech trades. Despite intact AI-driven fundamentals, rising discount rates a…
Markets mixed as tech pressure offsets easing geopolitical tensions. Oil plunges on US-Iran strike pause, gold rises. Nvidia falls on China competition fears ahead of key Big Tech earnings this week.
Despite war-driven market volatility and rising oil prices, AI investments by Meta and Alphabet remain a key long-term market driver, with patience needed as returns on AI infrastructure spending are…
Bitcoin's price behavior indicates caution as its most frequent trading level is near $28,000, signaling downside risk tied to weakening equity markets and a shrinking economy.