Higher yields are taking their toll on all areas of the stock market, except the one that matters
Technology is the only one of the S&P 500’s 11 sectors that gained since Sept. 1, as Treasury yields have climbed to multidecade highs. Source:MarketWatch
Options traders are betting on a dramatic drop in interest rates
Recent options activity points to bullish positioning for longterm bonds and utilities. Source:MarketWatch
Microsoft and Nvidia are teaming up on a supercharged AI laptop
Powered by Nvidia’s RTX Spark chip, the latest Windows laptop is designed to run AI models and workloads directly on the device. Source:MarketWatch
Stocks are increasingly their own best hedge. This chart shows why.
For decades, investors concerned about stocks sought succor in the bond market. But these days, the best shield against an outbreak of volatility might just be…
Fed’s minutes show no appetite for a series of interest-rate hikes
September’s rate hike was viewed by many officials as needed just in case inflation remains sticky. Source:MarketWatch
Minutes of the Federal Open Market Committee, September 15-16, 2026
Minutes of the Federal Open Market Committee, September 1516, 2026 Source:Federal Reserve
Washington and Wall Street chose to delay paying their bills — and to put them on your tab
The polite word for what the government and Wall Street are doing is deferring payment, like opening a tab at a bar that somebody else will pay later.…
The ‘Magnificent Seven’ are now big enough to move the economy. Why that could be a problem.
Imagine a small group of companies whose value is greater than the entire economy of almost every single country in the world. By market value, that’s roughly…
House Finance panel chair says regulator actions on crypto ‘fall short’ of CLARITY bill
Representative French Hill hopes lawmakers could pass a cryptocurrency market structure bill before the next session of Congress in 2027 as SEC and CFTC…
College students have to use credit cards just to cover basic living expenses. Here’s what it’s costing them.
Nearly 9 out of every 10 students who use credit cards report doing so to pay for basic living expenses such as food, housing and gas. Source:MarketWatch
Bitcoin price drops to $82.7K October low as bond sell-off resumes on Iran nerves
Bitcoin fell below $83,000 to reach monthtodate lows as stocks reversed after alltime highs and bond yields spiked higher. Source:Cointelegraph
Micron’s ridiculously cheap stock could triple from here, according to this analyst’s math
A D.A. Davidson analyst thinks investors aren’t properly appreciating the company’s growth potential or the impact of an upcoming buyback program.…