In this article US2Y US30Y US10Y Follow your favorite stocks CREATE FREE ACCOUNT U.S. Treasurys spiked on Friday morning following a week of messy inflation data and as traders looked to price interest rate policy under the new Federal Reserve Chair Kevin Warsh. The yield on the 30-year bond jumped 8.6 basis points to yield just under 5.1%, around the highest since October 2023. The yield on the 1...
In this article US2Y US30Y US10Y Follow your favorite stocks CREATE FREE ACCOUNT U.S. Treasurys spiked on Friday morning following a week of messy inflation data and as traders looked to price interest rate policy under the new Federal Reserve Chair Kevin Warsh. The yield on the 30-year bond jumped 8.6 basis points to yield just under 5.1%, around the highest since October 2023. The yield on the 10-year Treasury note — the main benchmark for U.S. borrowing — surged 7 basis points to 4.55%. Meanwhile, the 2-year Treasury note yield, which tends to react in line with short-term Fed rate decisions, was more than 6 basis points higher at 4.06%. One basis point equals 0.01%, and yields and prices move inversely to each another. The jump in yields comes as new Fed chair Warsh, who was confirmed by the Senate on Thursday, grapples with an increasingly complicated inflation picture. President Donald Trump continues to push for interest rate cuts, even as data on consumer prices and imports shows prices ticking higher. The cost of imports rose by 1.9% for the month of April, and 4.2% on a 12-month basis, data published by the Bureau of Labor Statistics showed Thursday, as the conflict in the Middle East drives up energy prices, prompting importers to hike their costs. Earlier in the week, BLS data showed that the consumer price index rose 3.8% year-on-year during March, with core inflation standing at 2.8%, above the Federal Reserve's 2% target level. Data releases expected later Friday include monthly industrial production data from the Federal Reserve, as well as the latest New York state manufacturing activity index for April. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
cbies/iStock via Getty Images The situation in Cuba is rapidly deteriorating, with the country completely running out of fuel reserves as the U.S. continues to impose a blockade on the island. Extensive blackouts have plunged the nation into darkness, while water shortages are impacting many areas due to the lack of power for pumping equipment. Demonstrations also continue to spread, as well as th...
cbies/iStock via Getty Images The situation in Cuba is rapidly deteriorating, with the country completely running out of fuel reserves as the U.S. continues to impose a blockade on the island. Extensive blackouts have plunged the nation into darkness, while water shortages are impacting many areas due to the lack of power for pumping equipment. Demonstrations also continue to spread, as well as the nightly cacerolazos (banging of pots and pans). Diplomatic shift: CIA Director John Ratcliffe flew to Havana on Thursday for a meeting with Cuban officials from the interior ministry and intelligence services. Reports suggest that the U.S. would "seriously engage" with the island's government "only if it makes fundamental changes," but there will be a limited window to open its communist economy and hold "free and fair" elections. Trump has repeatedly warned that Cuba "will be next" in his campaign against hostile regimes in the Western Hemisphere, and leaders don't have to look far to see what happened to Nicolás Maduro in Venezuela. The "hard power" pivot contrasts significantly with the U.S. approach seen only a decade ago. In 2016, President Obama became the first American president to visit Cuba in nearly a century after normalizing relations with the country and waiving its designation as a state sponsor of terrorism, allowing commercial flights and cruise ships to return to Cuba. However, the newly coined "Donroe Doctrine" has led to a "maximum pressure" campaign based on security threats and human rights, while expanding America's sphere of influence for regional dominance. Investing angle: There's no better way to see this progression than the Herzfeld Credit Income Fund ( HERZ ). Formerly known as the Herzfeld Caribbean Basin Fund, trading under ticker CUBA, the investment vehicle officially abandoned its decades-long focus on Caribbean equities in July 2025 to pivot toward U.S. credit markets and collateralized loan obligations. It was a major signal that Wall ...
Recent performance and business scale Without a single headline event driving attention, Advanced Micro Devices (AMD) is drawing interest as investors reassess the stock after strong recent share moves and the scale of its large, diversified chip business. The stock has gained 0.9% over the past day, 10.1% over the past week, and 76.3% over the past month, with a 1-year total return of 291.1%. Ove...
Recent performance and business scale Without a single headline event driving attention, Advanced Micro Devices (AMD) is drawing interest as investors reassess the stock after strong recent share moves and the scale of its large, diversified chip business. The stock has gained 0.9% over the past day, 10.1% over the past week, and 76.3% over the past month, with a 1-year total return of 291.1%. Over the past 3 months, the total return is 116.9%, and the year-to-date figure is 101.2%. AMD...
Here are Friday's biggest calls on Wall Street: Stifel upgrades RXO to buy from hold Stifel said its sees "idiosyncratic levers" for the asset-light transportation company. "We're upgrading RXO to Buy as we see a more favorable setup emerging into the balance of 2026, with the company positioned at the intersection of improving brokerage fundamentals and healthy idiosyncratic levers." HSBC upgrade...
Here are Friday's biggest calls on Wall Street: Stifel upgrades RXO to buy from hold Stifel said its sees "idiosyncratic levers" for the asset-light transportation company. "We're upgrading RXO to Buy as we see a more favorable setup emerging into the balance of 2026, with the company positioned at the intersection of improving brokerage fundamentals and healthy idiosyncratic levers." HSBC upgrades Cisco to buy from hold HSBC upgraded Cisco following the company's recent earnings report. "Upgrade to Buy, raise TP to USD137.00 (from USD77.00) on stronger AI infrastructure momentum, better earnings visibility." Read more. Stephens upgrades Aveanna to overweight from equal weight Stephens said it sees multiple expansion for the healthcare stock. "AVAH's o perations sit on the 'right' side of the care continuum as a low-cost, high-quality care provider with a focus on serving a high-need, high-acuity population." Deutsche Bank upgrades BWX Technologies to buy from neutral Deutsche said in its upgrade of BWX Technologie s that it's firing on all cylinders. "The company remains focused on disciplined execution, strict program management, mission focus, and long-term strategic planning. This is bearing fruit today, with strong growth in the near-term and we believe accelerating growth opportunities in the medium-long-term." Evercore ISI initiates J.M. Smucker as outperform Evercore said the food company has plenty of upside. "We are initiating Smucker's w ith an Outperform rating and $117 price target" Citi upgrades CH Robinson to buy from neutral Citi said buy the dip in the transport company. "We upgrade CHRW to Buy from Neutral with its recent sell-off from its February peak offering upside as it moves into our target return range with opportunity for share gains." Read more. Bank of America reiterates Alphabet as buy Bank of America said it's bullish heading into the company's developer's conference next week. " Alphabet will kick off its annual developer event on May ...
Carl Court/Getty Images News SoftBank Group ( SFTBF ) ( SFTBY ) exited Lemonade ( LMND ), Circle Internet Group ( CRCL ), and Uber Technologies ( UBER ) ( UBER:CA ) during the quarter ended March 31, according to its latest 13F filing. During the quarter, the Japanese investment holding company initiated a new position in the insurance broker Ethos Technologies ( LIFE ), acquiring 3.13M class A sh...
Carl Court/Getty Images News SoftBank Group ( SFTBF ) ( SFTBY ) exited Lemonade ( LMND ), Circle Internet Group ( CRCL ), and Uber Technologies ( UBER ) ( UBER:CA ) during the quarter ended March 31, according to its latest 13F filing. During the quarter, the Japanese investment holding company initiated a new position in the insurance broker Ethos Technologies ( LIFE ), acquiring 3.13M class A shares. The tech company further reduced its holdings in T-Mobile US ( TMUS ) to 10.00M shares of common stock from 28.50M shares at the end of the prior quarter, and in Neumora Therapeutics ( NMRA ) to 6.09M shares from 6.43M. More on SoftBank Group Corp. SoftBank Group Corp. (SFTB:CA) Q4 2026 Earnings Call Transcript SoftBank Group Corp. 2026 Q4 - Results - Earnings Call Presentation SoftBank Group: Positives And Negatives Offset Each Other SoftBank Group GAAP EPS of ¥872.47, revenue of ¥7798.65B SoftBank launches large-scale battery business in Japan to build AI-era power infrastructure
Melpomenem/iStock via Getty Images Oppenheimer downgraded Crescent Capital BDC ( CCAP ) to Perform from Outperform after the business development company lowered its management and incentive fees to support its return on equity. CCAP's ROE since its IPO has averaged 7.8%. However, its quarterly average has been 7.6% in the past three years, 4.3% in the past two years, and 2.0% in the past year, an...
Melpomenem/iStock via Getty Images Oppenheimer downgraded Crescent Capital BDC ( CCAP ) to Perform from Outperform after the business development company lowered its management and incentive fees to support its return on equity. CCAP's ROE since its IPO has averaged 7.8%. However, its quarterly average has been 7.6% in the past three years, 4.3% in the past two years, and 2.0% in the past year, analyst Mitchell Penn pointed out. The company reduced its base management fee to 1.00% from 1.25% and its incentive fee to 15% from 17.5%. Management, though, believes that an easing rate environment will boost deal activity, leading to higher fee income. Penn estimates that Crescent Capital BDC's ( CCAP ) 2026 EPS will be $0.70 and 2027 EPS will be $1.52, for ROEs of 3.8% and 8.3%, respectively. By contrast, the company's dividend is $1.36 per share. The company cut its quarterly dividend by 19% earlier this week to $0.34. "We estimate CCAP earns an 8.3% ROE, and given a cost of equity of 9.5%, we estimate a fair value of $16 (0.9x book value). We are lowering our rating to Perform from Outperform," Penn wrote in a note to clients. Oppenheimer's Perform rating on CCAP aligns with the SA Quant rating and the average SA Analyst rating of Hold and diverges from the average Wall Street rating of Buy. Crescent Capital BDC ( CCAP ) rose 2.2% in Friday premarket trading after dropping 8.3% in Thursday's session. More on Crescent Capital BDC Crescent Capital BDC, Inc. (CCAP) Q1 2026 Earnings Call Transcript Crescent Capital BDC: Additional Downside Risks Remain (Rating Downgrade) Crescent Capital BDC: Interesting, But No Rush Crescent Capital BDC outlines $0.34 base dividend and three $0.03 specials in 2026 as fees reset to 1% and 15% Crescent Capital BDC cuts regular quarterly dividend to $0.34, gives special $0.09 dividend
Check out the companies making the biggest moves premarket: Applied Materials — The semiconductor equipment supplier fell about 2% despite reporting fiscal second quarter results that beat expectations on the top and bottom lines. Applied Materials posted quarterly earnings of $2.86 per share, excluding items, on revenues of $7.91 billion. Analysts surveyed by LSEG had expected per-share earnings ...
Check out the companies making the biggest moves premarket: Applied Materials — The semiconductor equipment supplier fell about 2% despite reporting fiscal second quarter results that beat expectations on the top and bottom lines. Applied Materials posted quarterly earnings of $2.86 per share, excluding items, on revenues of $7.91 billion. Analysts surveyed by LSEG had expected per-share earnings of $2.66 on revenues of $7.65 billion. Chip stocks — A slew of semiconductor companies were lower as the iShares Semiconductor ETF was on pace to break a six-week win streak. Marvell Technology and Intel both were off 4%. ASML and Arm were both down more than 3.5%. Advanced Micro Devices shed nearly 3%. Cerebras Systems — The chipmaker fell 1% after surging 68% Thursday in its Nasdaq debut. Figma — Shares surged nearly 9% after the collaborative interface design tool posted first quarter earnings of 10 cents per share, on an adjusted basis, on revenues of $333 million. Analysts polled by LSEG had expected per-share earnings of 6 cents on revenues of $313 million. Magnum Ice Cream — The ice cream and frozen desert manufacturer jumped more than 17% after Reuters reported Blackstone and CD & R are some of the firms considering a bid for the company. Potential bidders are waiting to see summer sales before making any moves, Reuters reported. DexCom — Shares of the diabetes management company jumped more than 3% after DexCom said it's agreed with Elliott Investment Management to identify two new independent directors to join the board. Boot Barn Holdings — Shares were up more than 8% after the company reported a revenue beat in its fiscal fourth quarter report. Boot Barn reported $538.8 million in revenue, compared to estimates for $531.2 million, according to analysts polled by FactSet. Earnings also came in slightly higher-than-expected. Papa John's International — The stock jumped almost 7% after Reuters reported the company's largest franchisee is looking to buy the company....
由温克尔沃斯兄弟创立并领导的加密货币交易所Gemini Space Station周四晚间宣布，获得来自加密亿万富翁旗下风投基金——温克尔沃斯资本基金的1亿美元注资，随后在盘前交易中股价大涨22%。 Gemini首席执行官泰勒·温克尔沃斯在一份声明中表示：“我们认为市场严重低估了Gemini的价值，这笔投资将助力公司进入下一阶段的增长。Gemini已在产品和监管方面达成多项重要里程碑，使我们能够从...
由温克尔沃斯兄弟创立并领导的加密货币交易所Gemini Space Station周四晚间宣布，获得来自加密亿万富翁旗下风投基金——温克尔沃斯资本基金的1亿美元注资，随后在盘前交易中股价大涨22%。 Gemini首席执行官泰勒·温克尔沃斯在一份声明中表示：“我们认为市场严重低估了Gemini的价值，这笔投资将助力公司进入下一阶段的增长。Gemini已在产品和监管方面达成多项重要里程碑，使我们能够从一家加密公司转型为一家市场公司。这笔投资将推动这一愿景，并为Gemini的长期成功奠定基础。” Gemini还公布，第一季度每股亏损为93美分，低于市场预期。据FactSet数据，分析师此前预期每股亏损1.03美元。此外，5030万美元的营收也高于预期的4790万美元。 责任编辑：张俊 SF065
Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s Krishna Rao, Anthropic’s CFO, on the Invest Like the Best podcast laying out the existential math of running a frontier AI lab. Under-buy ... Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. ...
Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s Krishna Rao, Anthropic’s CFO, on the Invest Like the Best podcast laying out the existential math of running a frontier AI lab. Under-buy ... Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play
tigerstrawberry Goldman Sachs circled back to Amazon ( AMZN ) after sizing up the e-commerce giant's Q1 earnings report and CEO Andy Jassy’s positive and constructive annual letter to shareholders in March, which was quickly followed by key affirmative data points across the company’s AWS, consumer, and advertising segments. "Looking beyond the earnings report, we expect investors will remain focu...
tigerstrawberry Goldman Sachs circled back to Amazon ( AMZN ) after sizing up the e-commerce giant's Q1 earnings report and CEO Andy Jassy’s positive and constructive annual letter to shareholders in March, which was quickly followed by key affirmative data points across the company’s AWS, consumer, and advertising segments. "Looking beyond the earnings report, we expect investors will remain focused on the health of the global consumer landscape, the ability for AMZN to sustain Ad Services growth & the overall AI landscape and its potential for growth and competitive market share," updated analyst Eric Sheridan. "On the last point, further evidence of the balancing act between capital needs (and its impact on short-duration free cash flow), the conversion of backlog into revenue growth (as compute gets brought to market), and any further evidence in terms of margin trajectory for the AWS segment (offsets to the upward trajectory from depreciation) is likely to remain the driver of the shares," he added. Sheridan and his team think Amazon ( AMZN ) delivered a strong quarter, noting unit growth reached its highest level post-COVID, supported by everyday essentials growing meaningfully faster than the broader category. Continued progress in faster delivery and quick commerce initiatives was also noted as positives. Notably, Amazon ( AMZN ) management highlighted increasing traction from AI across discovery, logistics, and advertising, while reiterating plans for an elevated reinvestment cycle. Goldman Sachs has a 12-month price target of $325 on Amazon ( AMZN ). Shares of Amazon ( AMZN ) slipped 1.7% in premarket trading to $262.82. More on Amazon Amazon: Most Attractive Of The Hyperscalers Amazon: AWS Remains The Growth Driver, Expecting More Record Highs Wall Street Lunch: Does AT&T's History Help Ease AI Capex Fears? Trump discloses $220M in trades tied to U.S. companies in Q1 Renaissance Technologies adds Apple, exits Amazon, boosts Nvidia stake in Q1 among other ...
tigerstrawberry Goldman Sachs circled back to Amazon ( AMZN ) after sizing up the e-commerce giant's Q1 earnings report and CEO Andy Jassy’s positive and constructive annual letter to shareholders in March, which was quickly followed by key affirmative data points across the company’s AWS, consumer, and advertising segments. "Looking beyond the earnings report, we expect investors will remain focu...
tigerstrawberry Goldman Sachs circled back to Amazon ( AMZN ) after sizing up the e-commerce giant's Q1 earnings report and CEO Andy Jassy’s positive and constructive annual letter to shareholders in March, which was quickly followed by key affirmative data points across the company’s AWS, consumer, and advertising segments. "Looking beyond the earnings report, we expect investors will remain focused on the health of the global consumer landscape, the ability for AMZN to sustain Ad Services growth & the overall AI landscape and its potential for growth and competitive market share," updated analyst Eric Sheridan. "On the last point, further evidence of the balancing act between capital needs (and its impact on short-duration free cash flow), the conversion of backlog into revenue growth (as compute gets brought to market), and any further evidence in terms of margin trajectory for the AWS segment (offsets to the upward trajectory from depreciation) is likely to remain the driver of the shares," he added. Sheridan and his team think Amazon ( AMZN ) delivered a strong quarter, noting unit growth reached its highest level post-COVID, supported by everyday essentials growing meaningfully faster than the broader category. Continued progress in faster delivery and quick commerce initiatives was also noted as positives. Notably, Amazon ( AMZN ) management highlighted increasing traction from AI across discovery, logistics, and advertising, while reiterating plans for an elevated reinvestment cycle. Goldman Sachs has a 12-month price target of $325 on Amazon ( AMZN ). Shares of Amazon ( AMZN ) slipped 1.7% in premarket trading to $262.82. More on Amazon Amazon: Most Attractive Of The Hyperscalers Amazon: AWS Remains The Growth Driver, Expecting More Record Highs Wall Street Lunch: Does AT&T's History Help Ease AI Capex Fears? Trump discloses $220M in trades tied to U.S. companies in Q1 Renaissance Technologies adds Apple, exits Amazon, boosts Nvidia stake in Q1 among other ...
As more childminders are quitting the profession amid concerns over costs, we’d like to hear why and from parents who’ve been affected The number of childminders in England has roughly halved over the past decade , with many citing rising costs, low pay and increasing paperwork as reasons for leaving the profession. Childcare organisations have also warned that upcoming tax changes could push more...
As more childminders are quitting the profession amid concerns over costs, we’d like to hear why and from parents who’ve been affected The number of childminders in England has roughly halved over the past decade , with many citing rising costs, low pay and increasing paperwork as reasons for leaving the profession. Childcare organisations have also warned that upcoming tax changes could push more childminders out of the sector. Campaigners say the decline is making it harder for families to find flexible and affordable childcare , particularly in areas already struggling with shortages. Continue reading...
ContextLogic press release ( LOGC ): Q1 GAAP EPS of $0.33. Revenue of $32.4M (+0.3% Y/Y). Shipped volumes of 102.4 thousand tons declined 7% from 110.2 thousand tons in the prior-year quarter. Adjusted EBITDA: Combined non-GAAP adjusted EBITDA for the first quarter of 2026 was $11.6 million, a decrease of $0.9 million compared to $12.5 million in the prior-year quarter. Free Cash Flow: Cash flow f...
ContextLogic press release ( LOGC ): Q1 GAAP EPS of $0.33. Revenue of $32.4M (+0.3% Y/Y). Shipped volumes of 102.4 thousand tons declined 7% from 110.2 thousand tons in the prior-year quarter. Adjusted EBITDA: Combined non-GAAP adjusted EBITDA for the first quarter of 2026 was $11.6 million, a decrease of $0.9 million compared to $12.5 million in the prior-year quarter. Free Cash Flow: Cash flow from operations, net of capital expenditures, was ($20.6) million for the Combined first quarter of 2026 as compared to $1.3 million in the prior-year quarter. More on ContextLogic Quant check on e-commerce names as GameStop offers to buy eBay ContextLogic GAAP EPS of -$0.52 Historical earnings data for ContextLogic Financial information for ContextLogic
Dharmapada Behera/iStock via Getty Images Introduction In brief, PureCycle Technologies ( PCT ) can be assessed as Sell/Avoid rather than Hold : the valuation already seems to discount a successful industrial scale-up, while the company has not yet practically demonstrated that production growth can be converted into sustainable cash flow. At the same time, this is not a Strong Sell , since the te...
Dharmapada Behera/iStock via Getty Images Introduction In brief, PureCycle Technologies ( PCT ) can be assessed as Sell/Avoid rather than Hold : the valuation already seems to discount a successful industrial scale-up, while the company has not yet practically demonstrated that production growth can be converted into sustainable cash flow. At the same time, this is not a Strong Sell , since the technology itself, the existing industrial base, and customer interest provide a foundation for the future. Still, negative cash flow (CF), high capital intensity, and dependence on external financing leave many questions open and require confirmation of the project’s economics. Background Why the market may be pricing in more than the business has yet proven. The company PureCycle Technologies , from an investment point of view, is still not a mature company with stable cash flow but only an industrial project at the scale-up stage. The company’s business is built into the recycling chain of one of the most widespread types of plastic waste, polypropylene waste feedstock. Receiving plastic waste, it processes it, additionally purifies it, and at the output receives usable plastic pellets, which it then sells to manufacturers of packaging and other goods. Nevertheless, the main investment thesis today is cautiously negative ( Sell or Avoid ). At the moment, the asset combines a high valuation and weak current financial indicators, although this is still not a simple sell case. The business is already perceived as a company with large potential, although the financial base is still weak. In the first quarter of 2026, Form 10-Q 2026 revenue amounted to $4.127 million, while operating costs were $31.394 million. This is a clear demonstration that sales already exist, but the quality of the production economics has not been confirmed. Formally, there is a scenario of reversal and growth : clients assess the suitability of the product and create demand, which will be accompanied b...
The roaring U.S. stock market, powered by bets on tech and artificial intelligence that has lifted indexes to a series of record highs over the past six weeks, may have finally found a challenge it can’t easily overcome. Benchmark 10-year Treasury note yields jumped more than five basis points in overnight trading, pegging the paper at 4.535%, the highest in nearly a year.
The roaring U.S. stock market, powered by bets on tech and artificial intelligence that has lifted indexes to a series of record highs over the past six weeks, may have finally found a challenge it can’t easily overcome. Benchmark 10-year Treasury note yields jumped more than five basis points in overnight trading, pegging the paper at 4.535%, the highest in nearly a year.