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Treasury Yields Keep Climbing.  The Dollar Might Tell Us Why.
Barrons.com7d 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 Monkey7d 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, […]