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flux
3 days ago
Updated Sept. 11, 2026 3:56 pm ET
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1554 ET – U.S. Treasury yields ended the week higher, with the 10-year yield almost reaching 5% before next week’s Federal Reserve meeting. The Consumer Price Index report from the Labor Department increased rate hike expectations to over 90%, according to CME’s FedWatch tool. The 2-year yield rose 0.263 percentage point this week to 4.642%. The 10-year yield rose 0.191 percentage point to 4.974% , hitting its highest yield since October 2023 this Friday. The 30-year yield rose 0.108 percentage point for the week to 5.354%. (jessica.coacciwsj.com)
1500 ET – The U.S. 10-year Treasury yield is edging back up toward 5% amid a sharp bond sell-off, erasing some of the earlier declines following the Labor Department’s release of August CPI data. The U.S. 10-year yield trades at 4.975% near its highest level of the day and at its highest intraday yield since October 2023. The U.S. 2-year yield still trades around 4.644%. (jessica.coacciwsj.com)

#week #rose #percentage #labor
flux
11 days ago
Updated Sept 03, 2026, 2:34 pm EDT / Original Sept 03, 2026, 12:07 pm EDT
Artificial-intelligence models from OpenAI, Anthropic, and Grok were up and running again after all experienced outages at the same time on Thursday.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The index is getting three new members this month.

#company
flux
12 days ago
Shell has completed its acquisition of Canadian oil and gas producer ARC Resources, significantly expanding the supermajor's position in the prolific Montney basin of British Columbia and Alberta.
The transaction has an updated enterprise value of approximately $16.5 billion, including $2.5 billion of net debt and leases. ARC shareholders receive C$8.20 in cash and 0.40247 Shell shares for each ARC share, according to Shell.
The acquisition immediately adds around 370,000 barrels of oil equivalent per day of natural gas and liquids production to Shell's portfolio and more than 1.5 million net acres in the Montney. At the end of 2025, ARC held around 2 billion boe of proved and probable reserves.
The deal also strengthens Shell's Canadian LNG strategy. ARC's gas resources sit close to Shell's existing Montney operations, while Shell owns a 40% interest in LNG Canada. ARC previously said its undeveloped gas properties could help Shell extract additional value through its integrated LNG business, including a potential second phase of LNG Canada.
Shell expects the acquisition to lift production growth across its Integrated Gas and Upstream businesses to around 4% annually through 2030, compared with 2025. The company expects double-digit returns and says the deal should boost free cash flow per share beginning in 2027.

#acquisition #canadian #resources
flux
15 days ago
China-based YFore has opened its American headquarters in Suwanee, Georgia, a site combining research, manufacturing, procurement, sales and delivery under one roof.
The automotive electronics supplier said the 62,225ft² facility is intended to bring "agile engineering and resilient local supply chains directly to local automotive partners".
Alongside the opening, the company rolled out its first US-built digital key unit to showcase the site's manufacturing capabilities.
YFore also used the launch to present its three main product lines.
In Intelligent Mirror, the company showed its range of interior digital mirrors, auto-dimming mirrors and exterior side mirrors, now in mass production on over 60 vehicle models worldwide.

#mirrors #automotive #local #digital
flux
21 days ago
Associations that represent banks scattered across U.S. states are planning to launch their own blockchain network.
A consortium of 39 state banking ******* ociations plans to launch a new bank-run blockchain network to facilitate financial innovations, including tokenized deposits and stablecoins.
The 39 ******* ociations have signed onto the "BankChain Alliance" that aims to build the blockchain network by 2027.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins

#associations
flux
24 days ago
Home Depot (NYSE: HD) just reported financial results for its fiscal second quarter (ended Aug. 2). Revenue of $47.9 billion and adjusted diluted earnings per share of $4.92 both came in ahead of Wall Street **** yst expectations. Shares were up following the announcement, even though the management team kept guidance unchanged.
The retail stock has been disappointing in the past five years, trading up just 7% during that time (as of Aug. 19). However, it does a fantastic job of returning capital to shareholders. Home Depot currently pays a dividend yield of 2.67%. And it has raised the quarterly payout in 17 straight years, with a dividend going to shareholders in 157 consecutive quarters.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Passive-income investors can rejoice. However, the dividend doesn't matter nearly as much as the Federal Reserve and Kevin Warsh. Home Depot's success depends on favorable macroeconomic conditions.
Here's what investors must know about the industry-leading home improvement chain.

#home #flashing
flux
1 month ago
(Bloomberg) -- Success in the midterm elections for the Republicans and the Texas gubernatorial contest would set up stocks for a further rally, according to Bank of America Corp. strategists.
Most Read from Bloomberg
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Anthropic in Talks to Buy AI Startup Decart for $6 Billion

#Startup #republicans #bank #selena
flux
1 month ago
SummaryView Transcript
The latest BLS data shows a surprisingly 'boring' month for trucking jobs, with only 100 added. Dive into what this means for fleets and owner-operators, and why the industry might not be 'overcorrecting' as feared. We also break down the volatile oil market, current diesel prices, and the complex Penske lawsuit that's shaking up broker liability. Get the crucial updates supply chain pros need to know.
The Fifth Circuit Court of Appeals has reinstated liability claims against two Penske entities in connection with a fatal 2018 jackknife crash in Texas, dealing a significant blow to carriers and brokers who ***** umed that tendering a load down the chain extinguished their legal exposure. The six-page ruling has broad implications for how carriers and brokers structure freight transactions and vet downstream partners.
The load — originating from an automotive seat manufacturer — traveled through at least four parties before the fatal accident. Penske Logistics, the ***** et-based carrier, first received the tender. It passed the load to Penske Transportation Management (PTM), its managed transportation and brokerage arm, which then handed it to Liberty Lane, which in turn brokered it to OK Trans, the carrier whose driver was involved in the crash that killed a motorist.
The Fifth Circuit took two distinct actions. It reinstated PTM as a defendant, citing the U.S. Supreme Court's Charas v. Trans Air precedent commonly referred to in freight as the Montgomery decision, which eliminated the Federal Aviation Administration Authorization Act's safety-exception shield for brokers. The court also reversed a Southern District of Texas summary judgment that had protected Penske Logistics from vicarious liability as the employer of the downstream driver.

#texas #court
flux
1 month ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Buying a home has long been part of the American dream, but many recent buyers are finding that keeping up with the monthly mortgage payment takes far more than they expected.
A new report from mortgage verification platform Truework found that 88% of recent homebuyers with a mortgage say at least one common financial setback could jeopardize their ability to make their monthly payment. A job loss, a major home repair or an unexpected medical bill could all push their finances to the brink.
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The AI Boom Needs More Than Chips. Explore The Infrastructure Company Building For The Next Wave Of Compute Demand.

#mortgage #benzinga
flux
1 month ago
Emerald Wealth Partners, an independent ******* et and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter's Iran shock faded and oil prices reversed their spike, but the advance remained narrow and concentrated in cyclical semiconductor and memory stocks benefiting from supply constraints. The letter warned that investors were treating peak-cycle earnings as durable, while FOMO, IPO demand, and a US cyclically adjusted P/E ratio near 40 pointed to late-cycle market behavior. Long-term fundamentals are currently undervalued by the market, leading to underperformance in the strategy, notably due to the portfolio's avoidance of low-quality momentum-driven semiconductor stocks, which boosted the benchmark this quarter. It remains focused on enterprise infrastructure, digital platforms, custom silicon, and networking businesses that hold customer relationships, workflow data, distribution, and efficiency advantages, which could allow them to monetize AI rather than be displaced by it. Please review the Strategy's top five holdings for its key selections.
In its second-quarter 2026 investor letter, Emerald Wealth Partners Focused Equity Strategy highlighted Broadcom Inc. (NASDAQ:AVGO). Broadcom Inc. (NASDAQ:AVGO), a leading American company that designs and develops various semiconductor devices and infrastructure software solutions, contributed 64 bps to the strategy's performance during the quarter. On August 4, 2026, Broadcom Inc. (NASDAQ:AVGO) closed at $418.16 per share. One-month return of Broadcom Inc. (NASDAQ:AVGO) was 7.58% and its shares gained 38.62% over the past 52 weeks. Broadcom Inc. (NASDAQ:AVGO) has a market capitalization of $1.99 trillion.
Emerald Wealth Partners Focused Equity Strategy stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its Q2 2026 investor letter:
"Broadcom Inc. (NASDAQ:AVGO) added 64 bps, its 22.3% share price climb helped by the news OpenAI has selected the company to design its custom inference chip. Broadcom is the dominant designer of custom AI silicon: it has long co-designed Google's Tensor Processing Units, which power Gemini and some of Anthropic's inference capacity through Google Cloud. Few companies possess the engineering depth to develop bespoke accelerators at hyperscale. AI spending is shifting from training models to running them, where custom chips deliver materially better performance per watt and a lower cost per token than Nvidia's general purpose GPUs. Under Hock Tan, one of the industry's ablest capital allocators, the company has ******* embled two further pillars that sit at the center of the AI buildout: It dominates the Ethernet switching silicon that interconnects AI clusters — content that grows with cluster size, whether those clusters run on Nvidia
flux
1 month ago
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Hotchkis & Wiley Mid-Cap Value Fund." A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, despite concerns about inflation, a hawkish Federal Reserve, and rising oil prices due to the Iran conflict. Narrow market leadership was evident, particularly semiconductor stocks and other stocks in the AI sector, which saw returns exceeding 100%. The Firm favors quality businesses with attractive valuations, believing that fears regarding AI's impact are overstated. The Hotchkis & Wiley Mid-Cap Value Fund lagged the Russell Midcap Value Index, achieving a 4.74% return in the second quarter, primarily due to underperformance in technology and energy sectors, while stock selection in healthcare contributed positively. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted APA Corporation (NASDAQ:APA). APA Corporation (NASDAQ:APA) is an energy company focused on the exploration and production of oil and natural gas in key global markets. On August 3, 2026, APA Corporation (NASDAQ:APA) closed at $36.87 per share, reflecting a market capitalization of $13.032 billion. APA Corporation (NASDAQ:APA) posted a one-month return of 8.44%, while its shares gained 98.33% over the past 52 weeks.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding APA Corporation (NASDAQ:APA) in its Q2 2026 investor letter:
"APA Corporation (NASDAQ:APA) is an independent oil and gas E&P (exploration & production) company operating in the Permian and in Egypt. Quarterly results were in line with expectations and supportive of our investment thesis, but the stock fell as oil retreated due to optimism about a resolution to the conflict in Iran. APA offers strong free cash flow generation driven by favorable natural gas price differentials and underappreciated reinvestment opportunities in Suriname, Egypt, and potentially Alaska. Despite concerns over shorter Permian resource life, APA trades at attractive value metrics relative to its free cash flow yield and remains leveraged to a structurally undersupplied global energy market. The company has an investment grade balance sheet and trades at a valuation discount to its peers."

#midcap
flux
1 month ago
There's a concept in biology called adaptive radiation. It occurs when a species enters a new environment with unoccupied ecological niches and rapidly evolves into multiple distinct forms. We see a similar pattern in technology. When a breakthrough technology emerges, it often triggers a wave of innovation, with a growing number of companies developing competing approaches and quickly filling what was previously an empty market.
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Quantum computing appears to be following a similar path. The technology is still in its early stages, and a few companies are already racing to bring it into commercial reality, each pursuing different architectures and strategies. Unlike traditional computers, which process information as ones and zeros, quantum computers use quantum bits, or qubits, that can represent multiple states simultaneously. That allows them to tackle certain highly complex calculations much faster than conventional computers.
The commercial potential is hard to ignore, with Grand View Research projecting the quantum computing market will expand from about $1.9 billion in 2026 to more than $8 billion by 2033.

#computers #market #investing
flux
2 months ago
BERLIN, July 29 (Reuters) - German defence contractor Rheinmetall reported a stronger-than-expected ‌second-quarter operating profit on Wednesday ‌as booming demand for military equipment helped drive a sharp increase in revenue across all business segments.
Operating profit climbed to €562 million ($640 million), beating market expectations of ‌about €470 million, ⁠while revenue rose nearly 70% from a year earlier to ⁠about €3.3 billion.
Rheinmetall had already said on July 2 that it expected revenue growth of more than 60% for the ‌reporting period.
The company cautioned, however, that operating free cash flow is expected to be significantly negative in the quarter because advance payments were shifted ‌into later periods.
The company's order backlog exceeded €80 billion in the quarter after it recorded €11.37 ‌billion in new contract awards and programmes, including one from the German military for loitering munitions.

#operating #million #billion #profit
flux
2 months ago
Argus

Jul 28, 2026
Symbols
Sector(s)

#argus #symbols
flux
2 months ago
Tesla (TSLA) is an electric vehicle (EV) and clean energy company led by CEO Elon Musk. Founded in 2003 and based in Austin, Texas, the company designs, manufactures, and sells EVs alongside energy storage and generation products, including Megapack and solar solutions. Tesla operates across two core segments: Automotive — which includes vehicle sales, regulatory credits, and Full Self-Driving (FSD) subscriptions — and Energy Generation and Storage.
Rapidly emerging businesses including Tesla's robotaxi service, Optimus humanoid robots, and artificial intelligence (AI) computing infrastructure are increasingly shaping the company's long-term valuation narrative. That's positioning Tesla as a full-stack autonomous technology and energy platform. Let's take a closer look.
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#energy #full #vehicle