Applied Materials Earnings: Can AMAT Reignite the Chip Rally?
AMAT is down 26% from its June peak ahead of earnings, with EPS seen up 36.3% to $3.38. See the numbers, price targets and what it means for chip investors.
Markets
Real Bond Yields Hit Decade Highs as AI Borrowing Binge Rattles Markets
US 30-year real yields near 3%, an 18-year high, as Alphabet, Amazon and Meta pile up almost $220 billion in bonds this year, raising fresh risks for stocks and global growth, Reuters reports.
Gold Trades Near $4,412 as Traders Eye a Return Above $5,000
Gold climbed $45 in a single session to $4,412, with strategists pointing to real yields near 2008 highs and renewed ETF demand as key drivers.
US Stocks Slip From Records as Oil Whipsaws on Iran War Uncertainty
S&P 500 falls 0.3% and oil swings between $87 and $90 a barrel as investors await US inflation data and weigh coin-flip odds of a September Fed rate hike.
S&P 500 Slips From Record as Oil Jumps 5% and Berkshire Beats Estimates
US stocks pulled back slightly from record highs as Brent crude rose 5% on Hormuz uncertainty, while Berkshire Hathaway, MarineMax, and Varex Imaging moved sharply on earnings and deal news.
S&P 500’s 5.75% Surge Faces Make-or-Break Inflation Data This Week
US stocks hit record highs on a tech-led rally, up 13% for the year, but fresh inflation data could decide whether the Fed’s rate path stays friendly.
Patria Investments AUM Jumps 32% to $48.9B in Q2 2026
Key Takeaways Patria’s fee-earning AUM hit $48.9 billion, up 32% year-over-year Quarter-over-quarter growth came in at roughly 7% versus Q1
Europe’s Stocks Look Cheap Despite Economic Slump
Key Takeaways The Economist argues European stock markets look historically cheap relative to fundamentals. The broader eurozone economy continues to
Intel’s Comeback: Shares Quadruple, Doubts Remain
Intel’s stock has quadrupled as the company pursues a turnaround from what the Financial Times describes as a period near
Bud Light’s Sales Slide Persists Despite Marketing Push
Bud Light’s struggles in the US market show little sign of easing. AB InBev, the brand’s parent company, is now