
The 8:30 panel featuring Yahoo Finance's Julie Hyman, Jake Conley, and Pras Subramanian breaks down the global bond sell-off, rising Treasury yields (^FVX, ^TNX, ^TYX), and the potential implications for financial markets.
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The 8:30 panel featuring Yahoo Finance's Julie Hyman, Jake Conley, and Pras Subramanian breaks down the global bond sell-off, rising Treasury yields (^FVX, ^TNX, ^TYX), and the potential implications for financial markets.

Wall Street may be underestimating Micron Technology's upside potential.

Starbucks (NASDAQ:SBUX) plans to close 250 underperforming stores in North America and expects to record approximately $300 million in restructuring charges related to the move, according to a regulatory filing. The planned closures represent about 1% of Starbucks’ approximately 18,000 locations across North America.

PBR may add its Sirius offshore gas project in Colombia to its 2027-2031 plan if it secures environmental approval.

Wells Fargo's chief equity strategist sees a spending cliff forming inside the AI buildout, and the arithmetic he uses to locate it points to a very specific year when the math stops working for hyperscaler earnings.

New Era Energy & Digital signed a 20-year, up-to-207-MW power deal with Vistra's Luminant to supply its Texas data center, bypassing ERCOT's lengthy interconnection queue.

As bond yields climb amid record U.S. debt, Vanguard's BSV and VCIT ETFs offer TTM yields of about 4% and 5%, respectively, with potential for rising monthly distributions.

Dell Technologies' record AI orders, $95B backlog and higher server revenue outlook highlight stronger demand visibility than Hewlett Packard Enterprise.
Saia and XPO both reported increases in volume for August while other carriers reported decreases.
Oracle (ORCL) issued a force majeure notice to Project Jupiter's developer, a unit of Blue Owl Capit

When Treasury yields sit near five-year highs, property and casualty insurers collect a quiet windfall that most income investors overlook entirely. Four dividend-raising giants are turning that structural tailwind into something much more durable than a rate-cycle trade.

NVDA's $279B supply commitments aim to support Blackwell and Vera Rubin production, but demand shifts and excess inventory remain key risks.
Investing.com -- The pickup in U.S. business investment and manufacturing is more dependent on the artificial intelligence boom than many investors realize, according to UBS in a note on Thursday.

Meta (META) unveiled several new products at its Meta Connect event on Wednesday, including a handheld Muse AI agent device, virtual reality (VR) glasses, and more. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss more in the video above.

MU's strong revenue growth, surging profits and record free cash flow raise the prospect of greater shareholder returns.

AMZN is expanding agentic AI across seller tools, advertising and AWS, but heavy AI spending raises questions about when monetization will catch up.

Hut 8 (NASDAQ: $HUT) has won a bid for bankrupt crypto miner Poolin's two Texas data centre facilities.

Since March 2026, Omnicom Group has been in a holding pattern, floating around $75.49. The stock also fell short of the S&P 500’s 18.4% gain during that period.

Sept 24 (Reuters) - Wall Street's main stock indexes opened lower on Thursday as simmering Middle East tensions lifted oil prices and Treasury yields, while investors also exercised caution ahead of a

Redwire and Planet Labs expand satellite capabilities through advanced communications, spacecraft manufacturing and space infrastructure.

Taiwan Semiconductor offers plenty of upside potential with little risk.

The stock market extended losses on Thursday with all three major indexes opening lower as Treasury yields continued to rise. The S&P 500 fell 0.5%. The Nasdaq Composite dropped 0.8%. The Dow Jones Industrial Average was down 0.
Meanwhile, Darden Restaurants (DRI) missed on earnings by a penny.

Walmart, Target and Dollar General are scaling retail media through ads, customer data, e-commerce and stores, each taking a distinct path to growth.

Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that disconnect creates one of the more compelling setups in semiconductors right now.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss Bentley (VWAGY) debuting its first electric car, the Torcal, an SUV with an estimated starting price of $250,000.

Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.
Energy stocks were rising premarket Thursday, with the State Street Energy Select Sector SPDR ETF (X

SEZL's stronger liquidity, lower borrowing costs and rising GMV position it for growth, while newer products are likely to lift funding needs.

Caterpillar just hit $20 billion in quarterly sales for the first time ever, while Exxon pumped out $23.6 billion in operating cash flow. Both companies raised their dividends, but their very different balance sheets tell a story about which payout has genuine room to run.
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