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How Friday’s Jobs Report Could Push Treasury Yields Lower
Barrons.com9d agoneutral
How Friday’s Jobs Report Could Push Treasury Yields Lower

Treasury yields have given back some of their recent summer surge. What happens next will likely depend on the chances of a longer term peace agreement between the U.S. and Iran and the Federal Reserve’s reaction to Friday’s jobs report. Longer-dated 30-year paper, meanwhile, was marked at 5.176%, down around 8 basis points from last week’s peak of 5.25%, the highest since 2007.

How El Niño Will Supercharge Global Inflation
Barrons.com9d agoneutral
How El Niño Will Supercharge Global Inflation

It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ efforts to curb inflation.

Bloomberg10d agoneutral
OpenAI Asks Judge to Toss Apple Suit Alleging Trade Secret Theft

(Bloomberg) -- OpenAI is asking a federal judge to dismiss a lawsuit filed by Apple Inc. accusing the artificial intelligence company of stealing trade secrets, saying that the iPhone maker’s allegations are meritless.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targ

Fed- Why I'm Not Worried About Warsh's Policy Approach
MoneyShow10d agoneutral
Fed- Why I'm Not Worried About Warsh's Policy Approach

In my 40-plus years in this business, I’ve seen new Federal Reserve Chairmen and Chairwomen routinely tested by the market. Just look at the performance of the S&P 500 Index (^SPX) in Chairman Powell's first year. That said, I think the market narrative around Kevin Warsh is just wrong, maintains Nancy Tengler, CIO of Laffer Tengler Investments.

a.k.a. Brands 2Q Gross Margin Improves as Fashion Turnaround Gains Momentum
Exec Edge10d agoneutral
a.k.a. Brands 2Q Gross Margin Improves as Fashion Turnaround Gains Momentum

By Karen Roman a.k.a. Brands Holding Corp. (NYSE: AKA) said its second quarter gross margin was 61.1%, compared to 57.5% in the second quarter of 2025, primarily driven by lower tariff rates and the improved full price selling on streetwear brands. It reported a second quarter net loss of $0.2 million, or $(0.01) per share, […] The post a.k.a. Brands 2Q Gross Margin Improves as Fashion Turnaround Gains Momentum appeared first on ExecEdge.

Strong Earnings Power Dow to Another Record
The Wall Street Journal10d agoneutral
Strong Earnings Power Dow to Another Record

A new round of strong earnings reports powered the Dow Jones Industrial Average to a fresh high on Wednesday, underscoring how surging profits are underpinning the stock-market rally. Upbeat reports from Amgen Walt Disney and Merck helped send the blue-chip index 0.5%, or 263 points, higher to 54349. The Dow industrials have now climbed for five straight sessions, notching three straight records and a 5.3% gain in their best such run since the volatile days of the April 2025 tariff panic.

Bloomberg10d agoneutral
Trump Readies Tariffs and Price Floors to Bolster US Polysilicon

(Bloomberg) -- President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Be

Zoox's big bet on robotaxis starts in Las Vegas
Axios10d agoneutral
Zoox's big bet on robotaxis starts in Las Vegas

Amazon-owned Zoox is about to start scaling its robotaxi service after federal regulators last week cleared it to charge for rides in its driverless vehicles with no steering wheel or other human controls.

Fed’s Kashkari: It’s Time to ‘Start Slowly Moving’ Rates Higher
The Wall Street Journal10d agoneutral
Fed’s Kashkari: It’s Time to ‘Start Slowly Moving’ Rates Higher

Minneapolis Federal Reserve President Neel Kashkari said he believes it is time to “start slowly moving” interest rates higher to help bring down inflation to the Fed’s 2% target. During an interview on CNBC, the central bank official said he isn’t calling for a dramatic increase in rates, adding: “I don’t see evidence monetary policy is marginally restrictive right now, and I think we have more work to do to get inflation back down.

Circle shares climb after Q2 results, federal bank charter approval and higher guidance
InvestorsHub10d agoneutral
Circle shares climb after Q2 results, federal bank charter approval and higher guidance

Circle Internet Group (NYSE:CRCL) shares rose around 7% in pre-market trading after the stablecoin issuer reported second-quarter results in line with expectations, secured the first federal bank charter granted to a stablecoin company and raised parts of its full-year outlook. The company also announced that BlackRock, Visa and Mastercard will serve as validators for its upcoming blockchain network.

AI CapEx fears: Is big tech overspending?
Yahoo Finance Video10d agoneutralVIDEO
AI CapEx fears: Is big tech overspending?

Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.