Tag: Nasdaq-100

Finance • October 9, 2026

The US 10-Year Yield Just Hit 5.35%. Tech Stocks Have a Problem.

The US 10-year Treasury yield touched 5.35% on October 7, 2026, reaching territory investors had not seen since 2002. It was an extraordinary number for the world’s most important government bond market, but the implications extend well beyond Treasury traders. For investors holding Nvidia, Microsoft, Amazon, growth stocks or Nasdaq ETFs, the problem is not […]

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Investing • October 1, 2026

September Was Basically Two Stock Markets Wearing One Trench Coat

September was a good month for the stock market. September was also a terrible month for the stock market. Both statements can be defended with perfectly respectable numbers. The Nasdaq Composite gained about 1.9% during the month, extending the extraordinary run of technology and AI-linked stocks. The Dow Jones Industrial Average went in the opposite […]

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Big Tech • July 20, 2026

Magnificent Seven Earnings Have Entered the Perfection Trap

Netflix delivered the kind of quarterly report that once would have kept the market calm. Earnings per share came in ahead of expectations, revenue continued to grow, and the streaming giant remained highly profitable. Then the stock dropped by more than 10%. The problem was not the quarter Netflix had just completed. Wall Street was […]

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Finance • July 7, 2026

The SpaceX Effect: When Index Funds Become Your Biggest Fans

SpaceX may build rockets, but its next big launch is happening inside your brokerage account. Not because millions of retail investors suddenly opened a trading app and decided to buy the stock. Not because every fund manager ran a fresh valuation model on Starship, Starlink, launch margins, satellite internet, or Elon Musk risk. The stranger […]

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Future Tech • June 12, 2026

SpaceX IPO: The $1.75 Trillion Rocket Stock That Demands Caution

SpaceX is not just another IPO. It is the kind of market event that bends the financial news cycle around itself: Elon Musk, reusable rockets, Starlink, Mars dreams, Pentagon contracts, retail FOMO, and a ticker built for hype — SPCX. The company has reportedly priced its IPO at $135 per share, raising $75 billion and […]

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Finance • May 24, 2026

Bilibili Looks Solid, But China Still Prices the Discount

Bilibili is no longer just a “Chinese YouTube for anime fans” story. The company behind one of China’s most distinctive video communities is now showing something investors spent years waiting for: operating discipline, expanding margins, and real adjusted profitability. That matters because Bilibili has often been valued like a risky growth platform with a great […]

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Finance • May 16, 2026

What Is the Nasdaq? A Beginner’s Guide to the Tech-Heavy Market Index

The Nasdaq is one of the most famous names in global finance. It is quoted every day on financial TV, tracked by millions of investors, and closely associated with Big Tech, AI stocks, software, semiconductors, biotech, and the modern growth economy. But “the Nasdaq” can mean several different things. Sometimes people mean the Nasdaq Stock […]

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