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Treasury Yields Keep Climbing.  The Dollar Might Tell Us Why.
Barrons.com4d agoneutral
Treasury Yields Keep Climbing. The Dollar Might Tell Us Why.

Over the past week or so, the 10-year Treasury yield has inched upward to nearly 5%, a critical psychological threshold for investors around the world. Other explanations are more concerning: heavy Treasury issuance to finance federal budget shortfalls, persistent above-target inflation, and mounting uncertainties about future monetary policy. Finally, and most worrisome of all, is the possibility that political paralysis will stymie any correction of fiscal deficits and ultimately engender soaring bond yields, a financial crisis, or even a federal default.

Apple May Return to Servers With Its Own AI Chips. Nvidia Could Still Get Paid
Insider Monkey4d agoneutral
Apple May Return to Servers With Its Own AI Chips. Nvidia Could Still Get Paid

Apple may be preparing to sell AI servers again, but the more surprising part of the reported plan is whose technology could help connect them. The Information reported on September 16 that Apple Inc. (NASDAQ:AAPL) is developing enterprise servers around future M8 Ultra processors. Designs under consideration use either two or four M8 Ultra chips, […]

Sigma Lithium gets bullish start from JPMorgan
Proactive4d agoneutral
Sigma Lithium gets bullish start from JPMorgan

Sigma Lithium Corp (TSX-V:SGML, NASDAQ:SGML) said JPMorgan has initiated equity research coverage on the company with an "Overweight" rating, citing a persistent industry deficit and an extended structural growth runway for the lithium producer. The bank's North America Metals & Mining...

AI May Be Ruined Data Centers
24/7 Wall St.4d agoneutral
AI May Be Ruined Data Centers

Wall Street is getting cold feet on data centers, and communities across America are pushing back hard against new construction. The technology powering the AI revolution may be colliding with limits no algorithm can optimize away.

Cloud AI Today - AI Summit Drives Economic Vision For Latin America
Simply Wall St.4d agoneutral
Cloud AI Today - AI Summit Drives Economic Vision For Latin America

The Inter-American Development Bank Group recently organized a significant meeting with heads of state and tech leaders from across Latin America and the Caribbean to push forward a collective agenda on the adoption of artificial intelligence (AI) technology in the region. This gathering, coinciding with the United Nations General Assembly, highlighted the potential economic benefits of AI, estimating a regional GDP increase of 5.1% over a decade with broad AI adoption. The discussions...

How Will Paychex Stock React To Its Upcoming Earnings?
Trefis4d agoneutral
How Will Paychex Stock React To Its Upcoming Earnings?

Paychex (NASDAQ:PAYX) is set to report its earnings on Wednesday, September 23, 2026. The company has $41 billion in current market capitalization. Revenue over the last twelve months was $6.5 billion, and it was operationally profitable with $2.5 billion in operating profits and net income of $1.8 billion. While the post-earnings stock reaction will depend on how the results and outlook stack up against investor expectations, a detailed look at historical results can aid you if you are an event

Xpeng’s Tech-Licensing Expansion Meets a Core Auto Business Still Losing Money
Insider Monkey4d agoneutral
Xpeng’s Tech-Licensing Expansion Meets a Core Auto Business Still Losing Money

Xpeng Inc. (NYSE:XPEV) is looking to expand its technology partnership with Volkswagen by pursuing similar deals with other automakers. The move follows a quarter in which services and other-business revenue nearly doubled, with the Volkswagen deal providing the key boost. However, the same results also highlighted growing pressure on the company’s core vehicle business. Its […]

Stock Futures Waver Near Flatline as Wall Street Craves Diplomacy
Barrons.com4d agoneutral
Stock Futures Waver Near Flatline as Wall Street Craves Diplomacy

Stock futures were largely treading water ahead of Tuesday's opening bell as investors weighed whether hope for an Iran deal is enough to lift equities further. Nasdaq 100 futures ticked 0.1% lower after wavering at the flatline. Yesterday, optimism that this week could bring a resolution to the war in Iran fueled a stock market rally, sending the Nasdaq Composite to a fresh record high.

What the Treasury Yield Curve Is Telling Us
The Wall Street Journal4d agoneutral
What the Treasury Yield Curve Is Telling Us

A closely watched part of the Treasury yield curve is flattening. The spread between the two-year and 10-year Treasury yield hit its narrowest level since March 2025 this morning, according to FactSet data, in the latest sign that investors are pricing in higher rates. The spread has been narrowing since February as investors increasingly priced in inflation risks from the conflict with Iran.

Wall Street’s Palantir Price Targets Tell an Interesting Story
24/7 Wall St.4d agoneutral
Wall Street’s Palantir Price Targets Tell an Interesting Story

Palantir has gone from ice cold to white hot in a matter of weeks, and Wall Street analysts cannot agree on what that rally is actually worth. The gap between the most bullish and most bearish targets reveals a fundamental disagreement about where this AI story goes from here.