Government bond markets tumbled around the world, sending yields surging from Japan to the US on intensifying fears that the war-driven price shock will force central banks to raise interest rates. Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, discusses the rise and why the US 30-year over 5% is particularly concerning. (Source: Bloomberg)

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

This Tech Stock Has Outperformed the Nasdaq 3 Years Running, but Is Down 25% in 2026. Is Now the Time to Buy? The Globe and Mail

Few legacy tech names have staged a comeback like Cisco Systems (NASDAQ:CSCO). After spending more than two decades in the wilderness post dotcom, the networking giant is suddenly an AI infrastructure story, and the stock has responded with a vertical move that has even long-time holders asking how much further this can go. The 24/7 ... Cisco Price Prediction: This Will Be CSCO’s Stock Price Next Year

Reddit's AI-powered ad tools and rising advertiser demand fuel 74% ad revenue growth, outpacing Amazon's advertising expansion.

RDDT vs. AMZN: Which Digital Advertising Stock Is a Better Buy? TradingView

RDDT vs. AMZN: Which Digital Advertising Stock Is a Better Buy? Yahoo Finance

Moby summary of Lifeward Ltd.'s Q1 2026 earnings call

Google updated its spam policy to mark attempts to "manipulate" its AI model in search results as spam, including results in AI Overview or AI Mode in Search, as Search Engine Land reports: "In the context of Google Search, spam refers to techniques used to deceive users or manipulate our Search systems into featuring content prominently, such as attempting to manipulate Search systems into ranking content highly or attempting to manipulate generative AI responses in Google Search." Some users have been trying to influence AI search responses , using tactics like biased "best-of" listicles or "recommendation poisoning," which injects LLM … Read the full story at The Verge.

Head of ETF solutions Matt Camuso discusses the company’s vision for its ETF lineup.

Presidio Production Company press release ( FTW ): Q1 revenue of $51.9M. GAAP Net Loss: Around -$98.3M combined for the quarter. Adjusted EBITDA of $11.2M. More on Presidio Production Company Financial information for Presidio Production Company

Suratsak Noikerdmee/iStock via Getty Images Investors Should Know: AI adoption is reshaping cost structures across a vast variety of industries. Companies are using the emerging technology to gain operational efficiency across consumer platforms and digital infrastructure. But which companies are likely to benefit from this rush to AI? Background The push to embed artificial intelligence into business operations has moved well beyond early experimentation. Encouraged by the promise of increased efficiency, businesses are adopting AI across sectors. Companies are using AI tools to reduce costs, upgrade legacy systems, and expand digital platform capabilities. This trend is visible in earnings guidance from a diverse range of sources, including financial services firms, technology distributors, and consumer companies alike. Among the publicly traded names in the AI and digital platform space that are poised to benefit from this ongoing trend, Nebius Group N.V. ( NBIS ), CoreWeave, Inc. ( CRWV ), and Datadog, Inc. ( DDOG ), all classified within the AI and machine learning category. Snowflake Inc. ( SNOW ), DigitalOcean Holdings, Inc. ( DOCN ), Innodata Inc. ( INOD ), UiPath, Inc. ( PATH ), and NICE Ltd. ( NICE ) also carry direct exposure to AI-driven platform infrastructure. Meanwhile, the list of names that have cited AI efficiency gains in their earnings reports includes a wide range of players in a broad set of business lines. Companies include State Street ( STT ), TD SYNNEX ( SNX ), Goldman Sachs ( GS ), Chipotle ( CMG ), and Vertex ( VRTX ). Key Takeaways AI adoption is becoming widespread in supply-chain and operational planning. Companies are prioritizing cost efficiency as a core strategic goal. Several companies across financial services, technology distribution, and the consumer sector are embedding AI-driven productivity into their near-term financial outlooks. E-commerce operators are also exploring AI-driven acquisition strategies, using efficiency gain...

Key PointsFord's new business, Ford Energy, will supply data centers and utilities with energy storage systems.

Source: Bloomberg, 0:00

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings Yahoo Finance

Warren A Metcalf/iStock via Getty Images The surge in oil prices ( CL1:COM ), and ( CO1:COM ) appears to be finally catching up with the economic realities that were due to follow, causing rates to rise globally. Inflation rates have surged, and wholesale prices, as measured by producer price indexes, have risen accordingly. This has sent U.S. rates surging and, more importantly, breaking out of their multi-year consolidation ranges. It could be a sign that the recent rise in rates is only the start of a move, not the end. The 10-Year The United States 10-Year Bond Yield ( US10Y ) is the latest to break out of a consolidation phase, rising above resistance around 4.45%, a level it had been below since July 2025. It has also recently moved above a downtrend that began in October 2023. At this point, there is only one other downtrend in place to stop the 10-year from potentially moving back to 5%, which sits just below around 4.6%. TradingView The 2-Year The same is taking place at the front of the Treasury curve, with the United States 2-Year Bond Yield ( US2Y ) breaking above a resistance level of 4.05% dating back to May 2025. The 2-year rate had already broken out of a multi-year downtrend that began in 2024, back in March. The move above resistance currently suggests that the 2-year could be on its way to around 4.35%. TradingView The move higher in rates shouldn't come as a surprise, given the move higher in oil prices. For a number of years now, oil price fluctuations have been strongly tied to interest rates. With oil being the main driver of those moves. This is a particularly strong signal when comparing the 2-year Treasury rate and oil. The Dollar Fluctuations in oil prices have also had a significant impact on the dollar index, with both trading in tandem. Additionally, higher rates will help strengthen the dollar. To this point, the move in the dollar does not appear to align with the move in oil. It is important to remember that because oil is priced in ...

Image source: The Motley Fool. Monday, April 6, 2026 at 8 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

400tmax Alphabet ( GOOG ) ( GOOGL ) is likely to focus on deepening its position in artificial intelligence at its upcoming Google I/O developer conference, Bank of America said. Chief among the likely announcements is a new AI model, perhaps the release of the next-gen Gemini large language model, analyst Justin Post wrote in a note to clients. “Google could unveil stronger reasoning, coding, multimodal, and long-context capabilities alongside faster and cheaper Flash variants,” Post explained. “The company is also expected to push deeper into video, image, and audio generation with upgraded models, while introducing more autonomous coding capabilities through Jules and other software engineering agents. We think Google could enhance its AI subscription offerings within premium Pro and Ultra tiers focused on higher limits, and broader agent capabilities, while extending AI bundling across the hardware ecosystem and Chrome.” Post, who has a Buy rating and $430 price target on Alphabet, said he is also expecting some Gemini-powered operating system improvements, deeper integration of Gemini across its products, search improvements, and some updates about its smart glasses. (Some reports have suggested that some of Gemini's agentic capabilities may show up in Chrome, Gmail, Maps, and other Google products. Examples include booking reservations, editing calendars, filling out forms, and more.) He's also expecting some updates on agentic AI, with Google likely to announce added autonomous capabilities across its products, Post said. “Expectations are a bit elevated into this year’s event, in our view, so [near-term] risk is that lack of a 'wow' announcement could pressure the stock,” Post wrote. “We think longer-term investors will appreciate Gemini improvements, benefits from AI integration across Google’s product stack, and Google’s strong position for agentic assistant leadership.” Google I/O is set to kick off on May 19 with a keynote address at 2 p.m. EST. More on ...

Bit Digital (NASDAQ: BTBT) stock is sinking in Friday's trading. The company's share price was down 17.6% as of 12:35 p.m. ET in a bearish day of trading for the broader market. At the same point in the session, the S&P 500 was down 1%, and the Nasdaq Composite was down 1.2%. After the market closed yesterday, Bit Digital published its first-quarter results. Revenue for the period came in higher than the average Wall Street analyst target, but the business recorded another large loss in the quarter. Image source: Getty Images. Continue reading

Image source: The Motley Fool. Friday, May 15, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

ozgurdonmaz/iStock Unreleased via Getty Images Whale Rock Capital Management added a new position in Apple ( AAPL ), Microsoft ( MSFT ), and Advanced Micro Devices ( AMD ), while reducing its holdings in Nvidia ( NVDA ) among notable Q1 moves, according to the investment adviser's latest 13F filing . The Boston-based hedge fund founded by Alex Sacerdote reported the following notable portfolio positioning changes for Q1. New stake acquisitions include: Apple ( AAPL ) - Acquired 96,613 shares of common stock (currently valued at ~$29M) Western Digital ( WDC ) - Acquired 412,006 shares of common stock (currently valued at ~$199M) Advanced Micro Devices ( AMD ) - Acquired 69,211 shares of common stock (currently valued at ~$30M) Microsoft ( MSFT ) - Acquired 53,850 shares of common stock (currently valued at ~$23M) MKS ( MKSI ) - Acquired 1,306,724 shares of common stock (currently valued at ~$394M) Netflix ( NFLX ) - Acquired 131,960 shares of common stock (currently valued at ~$11M) Viavi Solutions ( VIAV ) - Acquired 3,473,152 shares of common stock (currently valued at ~$180M) Advanced Energy Industries ( AEIS ) - Acquired 1,022,112 shares of common stock (currently valued at ~$336M) Notable exits include: Hewlett Packard Enterprise ( HPE ) - Sold 1,908,017 shares of common stock HubSpot ( HUBS ) - Sold 149,246 shares of common stock MercadoLibre ( MELI ) - Sold 98,175 shares of common stock Okta ( OKTA ) - Sold 434,854 class A shares Semtech ( SMTC ) - Sold 3,901,469 shares of common stock Wealthfront ( WLTH ) - Sold 1,600,000 shares of common stock Significant positioning changes include: Coherent ( COHR ) - Cut its holding by 119,709 to 975,048 shares of common stock Roblox ( RBLX ) - Cut its holding by 572,929 shares to 3,532,184 class A shares Nvidia ( NVDA ) - Cut its holding by 160,567 to 1,041,128 shares of common stock SiTime ( SITM ) - Cut its holding by 121,606 to 576,933 shares of common stock More on related tickers Ternus, His 3 Golden Apples, And A T...

The film-maker, who won the Grand Prix for A Hero in 2021, condemned both the killing of protesters and the conflict’s bombing campaigns during a Cannes press conference Oscar-winning Iranian director Asghar Farhadi has described the deaths of civilians in Iran as “extremely cruel and tragic” during a press conference at the Cannes film festival. Farhadi, whose new Paris-set drama Parallel Tales premiered on the Croisette on Thursday night, was asked about working free from censorship in France, the war involving Iran, the US and Israel, and the repression of protesters in his native country. Continue reading...

Key PointsChina appears to have passed on an opportunity to buy H200 artificial intelligence chips from Nvidia.

Dynacor Group press release ( DNG:CA ): Q1 GAAP EPS of $0.17. Revenue of $154.1M, up from $80.0M in Q1-2025. Operating cash flow (before working capital): $10.1M vs. $5.8M in Q1-2025. Working capital: $85.9M with a $30.7M cash position at quarter end. More on Dynacor Group Dynacor Group beats top-line and bottom-line estimates; introduces FY26 outlook Historical earnings data for Dynacor Group Dividend scorecard for Dynacor Group Financial information for Dynacor Group

周五，全球主要股指普遍下挫，债券收益率大幅走高。此前市场对科技股的狂热情绪消退，通胀担忧抬头，交易员进一步押注美联储将于年内启动加息。 周五，中东和平协议的不确定性再度推高油价；本周早些时候，美国 4 月已连续公布两波 高通 胀数据，进一步加剧市场对通胀压力的担忧。 此前两个交易日，受人工智能相关科技股强势带动，标普 500 与 纳斯达克 指数接连创下收盘历史新高；但周五两大指数遭遇抛售。 “市场终于意识到此前涨势过度，忽视了债市信号与经济数据，一味追涨人工智能题材。” 斯莱特斯通财富首席市场策略师肯尼・波尔卡里表示，“如今市场开始正视现实：通胀粘性强，未来数月或进一步走高。” 华尔街全线回落 道琼斯 工业平均指数下跌 432.76 点（跌幅 0.86%），报 49，630.70 点； 标普 500 指数下跌 75.90 点（跌幅 1.01%），报 7，425.34 点； 纳斯达克综合指数下跌 387.22 点（跌幅 1.45%），报 26，249.36 点。 摩根士丹利 资本国际（MSCI）全球股指下跌 15.80 点（跌幅 1.42%），报 1，100.26 点；泛欧斯托克 600 指数下跌 1.56%。 亚太市场方面： MSCI 除日本外亚太股指下跌 2.54%； 日本日经 225 指数下滑 1.99%（日本 4 月批发通胀升至 4.9%，创三年新高，强化央行加息预期）； 韩国综合指数（Kospi）周五暴跌超 6%（此前数月持续上涨，年内累计涨幅仍达 77.8%）。 国债收益率大幅飙升 债市方面，受油价高企加剧中东能源供应中断、通胀上行担忧影响，美国长期国债收益率升至一年新高。 通胀担忧已削弱市场对美债的需求，本周多期国债招标认购疲软： 美国 10 年期基准国债收益率上涨 11.6 个基点，报 4.576%（周四收盘为 4.459%）； 30 年期国债收益率上涨 10.1 个基点，报 5.1137%。 责任编辑：郭明煜

Chancellor says he no longer views US as land of opportunity amid ‘deeply polarising’ social climate Friedrich Merz , the German chancellor, already embroiled in a row with Donald Trump over the Iran war, has said he would not advise his children to study or work in the US in the current climate. Speaking to a conference of young Catholics in Würzburg, the conservative leader, viewed by many as a transatlanticist, said he no longer saw the US as the land of opportunity. Continue reading...

Olemedia/E+ via Getty Images Lithium Americas ( LAC ) shares have dropped a combined 10% in the two days since reporting breakeven Q1 GAAP earnings Thursday and warning that U.S. tariffs on steel, inflation linked to the Iran war, and shipping disruptions in the Strait of Hormuz could add $80M-$120M to construction costs at its Thacker Pass lithium project in Nevada. Lithium Americas ( LAC ) still expects Phase 1 spending this year in the $1.3B-$1.6B range as construction advances toward an anticipated mechanical startup in late 2027, but it flagged that the original $2.93B total Phase 1 capital estimate did not include tariffs, fuel price hikes, or broader inflationary pressures tied to the war, Mining.com reported. The company said more than 75% of structural steel for the project, sourced from the United Arab Emirates, is either in transit or already at site after shipments were rerouted through Saudi Arabia’s Jeddah port to avoid regional disruptions, and long-lead equipment, including transformers, reactors, and steam turbine components, is also arriving. Upon completion, Thacker Pass is expected to produce 40K metric tons/year of lithium carbonate, enough for ~800K electric vehicles and well above output from Albemarle's Silver Peak mine, currently the only operating lithium brine mine in the U.S. More on Lithium Americas Lithium Americas: Where Is The Future Of U.S. Lithium Headed? Lithium Americas: Government Support Comes At Equity's Expense Lithium Americas: Full Speed Ahead

There’s a great deal of fun to be had in the director’s sly and surprisingly serious thriller starring Jake Gyllenhaal, Henry Cavill and Eiza González While the actual quality might never threaten to float him above a three-star rating, I’ve grown an odd, outsized fondness for Guy Ritchie’s recent run of solidly enjoyable lower-tier action films. Whether deadly serious ( Wrath of Man ), entirely unserious ( Operation Fortune ) or somewhere between the two ( The Ministry of Ungentlemanly Warfare ), there’s been a real snap to them, one that’s usually missing from other recent films of that ilk. Ritchie is more deeply invested in the thought-through craft of making a B-movie than many of his peers and there’s a smooth sensuousness to how he moves, each of them looking, feeling and sounding like films he genuinely cares about. If only audiences, and the companies releasing them, felt the same. While Wrath of Man, a more marketable Jason Statham revenge thriller yet containing more grit than one would expect, managed to make enough money overseas, he’s otherwise struggled to justify his unusually high budgets. Operation Fortune was renamed, resold and pushed around the schedule before misfiring at the box office (it went straight-to-streaming in many countries) while The Ministry of Ungentlemanly Warfare couldn’t even make half of its budget back after another botched release. The trend may well continue with his latest In the Grey, another slick action thriller that was made back in 2023, bought and then sold by Lionsgate before being similarly redated three times, the film now heading for an underwhelming opening weekend (In the Red would be perhaps more appropriate). What’s strangest here is that even critics were kept away this time with no press screenings (I paid for a ticket), suggesting that even those reliable three stars might be out of reach for this one. Continue reading...

Guido Mieth/DigitalVision via Getty Images The iShares AAA CLO Active ETF ( CLOA ) focuses on AAA-rated CLOs, securities with similar characteristics to T-bills. Credit and rate risk are both negligible, with volatility significantly below average. CLOA's dividends are above average, with a 5.0% yield, and with moderate, reasonably consistent outperformance since inception, outstanding risk-return. Stability in Federal Reserve rates should result in stability for the fund's dividends, implying good, above-average results moving forward. CLOA is a buy and should be of particular interest to more risk-averse investors and retirees. CLOA - Overview and Investment Thesis CLOs and CLOA CLOA focuses on AAA-rated CLOs. Simplifying things a lot, we can say that the fund indirectly invests in corporate loans and that it receives senior, priority payments from these. AAA-rated CLOs are variable-rate investments, as is CLOA (indirectly). Characteristics for these securities are quite close to those of T-bills, with CLOA being similar to the larger T-bill ETFs as well. Credit Quality CLOA focuses on AAA-rated CLOs, the highest-quality CLOs available in the market, with nominal investments in CLOs rated AA and A. Allocations are as follows: CLOA As should be clear from the above, CLOA's credit quality is high, and credit risk is somewhere between extremely low and negligible. Default risk is close to zero, with zero default rates for AAA-rated CLOs since their inception several decades ago. CLOs rated AA and A do have non-zero default rates, as does CLOA. It is still quite close to zero, though. Cumulative default rates are as follows; take special note of the 10y column to the right. S&P CLOA's high-quality portfolio should see approximately zero defaults during downturns and recessions, which should result in extremely low drawdowns and volatility. Drawdowns are consistently a bit higher than expected, if still quite low on an absolute basis, due to some combination of bearish...