Japan’s benchmark 10-year government bond yield crossed 3% for the first time since 1996, while the UK 10-year gilt reached 5.2501% and the 30-year gilt 5.8909%. In the US, the 10-year Treasury moved toward 4.8% and the 30-year remained close to 5.3%. The global long end has therefore broken higher just one week before a
The consensus way to own TSMC is as a volume story: more AI accelerators, more wafers, more revenue. Its own second-quarter numbers say something different. Wafer shipments rose 16.6% year on year in the three months to 30 June 2026, to 4,336,000 twelve-inch equivalents, while dollar revenue rose 33.7% to US$40.20 billion, according to the
SanDisk did not rise 2,969% because the world suddenly bought more flash memory. It rose because the world paid roughly three times as much for very nearly the same amount of it. That distinction is the whole article, and it is not a matter of interpretation: SanDisk’s own annual report says total products sold grew
Apple’s new chief executive is paid on a tighter leash than the man he replaces. The Form 8-K/A Apple filed on 1 September 2026 — timestamped 16:30:35 New York time, half an hour after the closing bell — set John Ternus‘s salary at $3 million and his fiscal 2027 target equity award at $55 million,
Updated 2 September 2026. Dell (NYSE: DELL) closed at $425.00 on Tuesday 1 September, down 6.80% into the print, then reported Q2 FY2027 after the close: revenue $47.0 billion (+58%), non-GAAP EPS $7.04 (+203%), AI server backlog a record $95 billion, and full-year guidance raised to $192 billion of revenue and $25.50 of EPS. The
Zcash cryptocurrency can be expected to fall further to the next support level 750.00 (low of the previous correction iv). Zcash reversed from key resistance level 883.00 Likely to fall to support level 750.00 Zcash cryptocurrency today reversed down from the resistance zone between the key resistance level 883.00 (which stopped the previous sharp upward
The $16.68 billion child-safety settlement that dominated Meta Platforms headlines in late August is the cheapest number on the company’s page, and the market spent the month re-pricing the wrong liability. Reuters reported on 26 August 2026 that Meta will pay up to $18bn over the next decade — maximum payments of about $16.7bn to
The consensus story about Samsung Electronics is that you buy it for the memory supercycle. That story is incomplete, and the part everyone is missing is not in the earnings headline — it is in the cash-flow appendix. Samsung’s FY2024–2026 shareholder return policy commits the company to returning 50% of free cash flow, and that
The Cboe Volatility Index stood at 14.92 at the 31 August 2026 close. That is a low-volatility reading: it sits near the bottom of Cboe’s 52-week range of 13.38 to 35.30 and below the index’s long-run norms. For an FX or metals trader, that number is useful but narrow. The VIX measures the price of
Microsoft is not an expensive stock that got more expensive. Over the past 52 weeks MSFT has returned 1.34% while fiscal 2026 revenue grew 17.7% and diluted EPS grew roughly 25% — the multiple did the falling, not the business. That is the first thing to understand about any Microsoft MSFT stock prediction made at