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10-Year Yields Move Past 5% Again
Barrons.com16d agoneutral
10-Year Yields Move Past 5% Again

Fed Chairman Kevin Warsh did nothing to quell the bond market angst. Bond traders expected the Fed to raise interest rates. That should have quelled some angst and raised bond prices. Instead, the 10-year yield is elevated and above 5% mark.

Apple’s Biggest Win This Week Isn’t the New iPhone
Barrons.com16d agoneutral
Apple’s Biggest Win This Week Isn’t the New iPhone

It has been a successful first two weeks for Apple’s new CEO, John Ternus. First at the Emmys, where Apple TV dominated the trophy haul, and then in the battle for auto makers’ infotainment systems. Last Wednesday, Ternus graduated from his usual supporting role at Apple’s annual launch event to center stage.

iPhone 18 Pro Demand Might Be Stronger Than Expected, Which Is Good for Apple Stock
Barrons.com16d agoneutral
iPhone 18 Pro Demand Might Be Stronger Than Expected, Which Is Good for Apple Stock

Recent analyst data signals that iPhone 18 Pro demand might be stronger than Wall Street fears, which is a good sign for Apple as the company bets big on its higher end models. Apple announced the introduction of the iPhone 18 Pro and Pro Max at its annual smartphone event last week. Morgan Stanley analyst Erik Woodring wrote in a note on Wednesday that lead times—the total amount of time from when a customer places an order to delivery of that order—for the iPhone 18 Pro and Pro Max are two to four weeks.

AI Spending Is Helping Push Long-Term Rates Higher, Warsh Says
Barrons.com16d agoneutral
AI Spending Is Helping Push Long-Term Rates Higher, Warsh Says

Massive cloud providers are spending big to build out the infrastructure needed to power artificial intelligence. Warsh said that spending is one reason long-term bond yields are so high. "The surge in capital expenditures, which I referenced in my remarks, is real, and the so-called hyperscalers are out of the market raising funding, and so the competition for capital is real, and I think it partly explains the increase in yields," Warsh said.

Fed’s Warsh Says Interest Rates Aren’t Holding Economy Back
The Wall Street Journal16d agoneutral
Fed’s Warsh Says Interest Rates Aren’t Holding Economy Back

Fed Chairman Kevin Warsh didn’t give market participants much hope that Wednesday’s rate increase would be a one-and-done event. Asked whether he thinks monetary policy is weighing on economic activity following the hike, Warsh said that he “found it difficult to describe financial conditions as restrictive” and that most of his colleagues at the Fed agree.

Should You Judge JNJ Stock Without STELARA?
Trefis16d agoneutral
Should You Judge JNJ Stock Without STELARA?

Johnson & Johnson (JNJ) has been a rewarding stock to hold, up about 53% over the past year against about 17% for the S&P 500. The change worth noticing over that stretch is quieter than the price. Management said sales still rose 5.6% despite a STELARA drag of about 460 basis points. Management is encouraging investors to evaluate the company's underlying momentum by presenting growth rates that exclude STELARA alongside its reported figures.

Is Halozyme Therapeutics (HALO) Fully Priced Ahead Of Its September Conference Run?
Simply Wall St.16d agoneutral
Is Halozyme Therapeutics (HALO) Fully Priced Ahead Of Its September Conference Run?

Halozyme Therapeutics (HALO) heads into a busy investor calendar, with management scheduled to speak at three major healthcare and investment conferences in early and mid September 2026, putting the stock back under the spotlight. Despite a slight pullback with a 1-day share price return of 1.57% and a 7-day share price return of 1.90%, Halozyme Therapeutics has built strong momentum, with a 30-day share price return of 7.69% and a 90-day gain of 54.95% helping lift the year-to-date share...

Microsoft (MSFT) Could Be 18% Overvalued On Its Dividend Increase
Simply Wall St.16d agoneutral
Microsoft (MSFT) Could Be 18% Overvalued On Its Dividend Increase

Microsoft (MSFT) has just raised its quarterly dividend to $0.98 per share, an 8% increase, putting fresh attention on how the AI spending cycle lines up with ongoing cash returns. The Microsoft share price has climbed 31.03% over the past 90 days and delivered a 3.49% 30 day share price return, yet the 1 year total shareholder return is slightly down 1.73%. This indicates that recent momentum is rebuilding after a softer year. Scan how Microsoft’s renewed momentum and dividend increase...

Is POET Technologies (POET) Entering A New Growth Phase After Its $50 Million Order?
Simply Wall St.16d agoneutral
Is POET Technologies (POET) Entering A New Growth Phase After Its $50 Million Order?

POET Technologies (NasdaqCM:POET) received a US$50 million purchase order from Lumilens under a new supply agreement. The Lumilens order relates to POET Technologies' optical interposer products for high-speed connections in AI and data center applications. The business plans to present its optical interposer platform at the China International Optoelectronic Expo and the Infostone Optical Communication and Market Technology Conference. The Lumilens supply deal and China conference showcases...