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Gold ETFs Just Had Their 2nd-Biggest Month Ever
etf.com2d agoneutral
Gold ETFs Just Had Their 2nd-Biggest Month Ever

<p>In August, investors poured roughly $18 billion into gold ETFs, the second-largest monthly inflow in history, driving global holdings to an all-time record. North American buying alone exploded from a sleepy $71 million in July to $7.7 billion in August, a 108-fold surge. Then, weeks later, the Federal Reserve hiked interest rates and signaled more tightening ahead. With much in flux, where does that leave gold?</p>

UBS turns bullish on five AI data center stocks
Proactive2d agoneutral
UBS turns bullish on five AI data center stocks

UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...

Why Disney Is Raising Streaming Prices—Again
Barrons.com2d agoneutral
Why Disney Is Raising Streaming Prices—Again

Walt Disney is raising its streaming subscription prices for the second time in a year as it looks to focus on investing in content. The move comes at a notable time: The popularity of Meta Platform’s Muse has raised concerns that artificial-intelligence agents pose risks to companies that rely on recurring payments s if they help consumers cancel those payments from simple prompts. A Disney spokesperson confirmed the price changes to Barron’s on Wednesday.

5-Year Yield Passes 5% for the First Time Since 2007
Barrons.com2d agoneutral
5-Year Yield Passes 5% for the First Time Since 2007

It isn't just yields on long-dated bonds that are moving higher. The bond market moves come amid reports of a potential U.S. diesel export ban as U.S. Treasury actions to ease rising yields falter. The flattening yield curve means longer-dated bonds aren't yielding much more than shorter-dated bonds, which could signal investors see a slowdown in economic growth ahead.

Doordash Just Dropped 16% in a Month. Is It Time to Sell or Load Up?
24/7 Wall St.2d agobearish
Doordash Just Dropped 16% in a Month. Is It Time to Sell or Load Up?

A 16% slide in a month puts DoorDash stock in awkward territory, and the culprit is something far newer and more unsettling than a weak consumer or a rate scare. The case for buying the dip and the case for cutting losses both hinge on a single question about where DoorDash's real value actually lives.

Is SanDisk Stock Amplifying A Risk You Already Own?
Trefis2d agoneutral
Is SanDisk Stock Amplifying A Risk You Already Own?

SanDisk (SNDK) has run up 23.3% over the last five trading days, while the S&P 500 added 2.4%. A move like that in a NAND maker pulls money in. But next week's price is not the question. What matters is what owning the stock does to your money when the market moves, because SanDisk travels much further than the index in both directions.

Can Mastercard’s Fee Model Survive the Agentic Commerce It’s Building For?
Insider Monkey2d agoneutral
Can Mastercard’s Fee Model Survive the Agentic Commerce It’s Building For?

Mastercard Incorporated (NYSE:MA) is moving quickly to keep AI shopping agents on its payments network. The company is partnering with Alchemy to give developers the ability to integrate Mastercard-backed virtual cards directly into AI agents, positioning the network for the growth of agentic commerce. On the surface, this provides Mastercard with a clear way to […]