Stock Market News
Latest financial news · Updated Aug 21, 2026
Paul Krugman dismisses bond market panic as 30-year Treasury yields hit 5.3% and national debt nears $40 trillion
The panel agrees that the recent spike in 30-year Treasury yields poses significant risks, including potential credit stoppage, market liquidity …
Advanced Micro Devices vs. Arm Holdings: Comparing Revenue Trends Between These Artificial Intelligence Companies
While AMD shows impressive top-line growth, its margin durability and reliance on foundry capacity are concerns. ARM's shift into chip …
Morgan Stanley's Preferred Stock, Series O Shares Cross 6.5% Yield Mark
The panel consensus is bearish on MS.PRO, citing significant risks including non-cumulative dividends, tail credit risks, and potential regulatory pressures …
Babcock & Wilcox (BW): This Legacy Power Company Just Found Its AI Gold Rush
Despite a massive $14B pipeline and strong bookings, BW faces significant execution risks, including labor shortages, permitting delays, and reliance …
Bessent's bond gambit aimed at calming markets is instead stirring inflation worries
The panel generally views the recent price action as a liquidity and policy-signaling episode rather than a genuine inflation regime …
US borrowing costs rise as attempts to ease rates prove short-lived
The Treasury's buyback failed to significantly impact long-end yields, suggesting that fiscal sustainability and growth expectations are the dominant factors, …
Canada 'should fight' as US trade deadline looms, Manitoba premier says
The panel consensus is bearish, with concerns about political implementation risks, potential constitutional deadlock, and CAD currency depreciation. The deal's …
Longer-dated Treasury yields rise as Bessent's bond buyback rally fizzles out
The panel agrees that the Treasury's bond buyback program is ineffective in stabilizing long-term yields due to persistent supply concerns, …
Oil prices head for second weekly rise as U.S. vows to turn up economic pressure on Iran
Participants agree that refinery margins, particularly for diesel, are driving the current oil price dynamics more than geopolitical risks. They …
Bitcoin on track for 20% weekly gain as investor optimism floods back
The panel is divided on the sustainability of Bitcoin's recent 20% weekly surge. While some attribute it to liquidity injections …
Why the Treasury market’s newfound calm could break down in September
The panelists generally agree that the heavy corporate debt issuance in September, particularly AI-related, poses a risk to Treasuries. They …
Analog Devices (ADI)’s Strong Forecast Points to Continued AI-Driven Growth
ADI's strong Q3 results and positive guidance were driven by AI-related power-management ICs, benefiting from data centers, industrial, and automotive …