Tag: Nasdaq

The US 10-Year Yield Just Hit 5.35%. Tech Stocks Have a Problem.
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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PEPE as a Macroeconomic Indicator Is a Ridiculous Idea. Let’s Test It.
Crypto • October 3, 2026

PEPE as a Macroeconomic Indicator Is a Ridiculous Idea. Let’s Test It.

A frog-themed token with no cash flow, no yield, no central bank and no obvious claim on anything productive should have very little to tell us about the global economy. That is precisely why PEPE is interesting. Traditional measures of risk appetite tend to look respectable: equity indices, credit spreads, Treasury yields, volatility, currencies. Memecoins […]

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September Was Basically Two Stock Markets Wearing One Trench Coat
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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The Week Nvidia Delivered the Receipts and the Fed Raised the Difficulty
Market Pulse • August 30, 2026

The Week Nvidia Delivered the Receipts and the Fed Raised the Difficulty

Last week, the market demanded receipts. This week, it got them. Nvidia delivered another absurd quarter, Bitcoin pushed through $80,000, CrowdStrike reminded Wall Street that AI can create software revenue as well as GPU bills, and the major US indices managed to finish higher. For about five minutes, everything looked beautifully simple. Then Kevin Warsh […]

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Electronic Arts Leaves Wall Street as the $55 Billion Buyout Finally Closes
Gaming • August 5, 2026

Electronic Arts Leaves Wall Street as the $55 Billion Buyout Finally Closes

Electronic Arts is no longer a publicly traded company. After months of regulatory reviews and shareholder approvals, the $55 billion acquisition led by Saudi Arabia’s Public Investment Fund (PIF), Silver Lake, and Affinity Partners has officially closed, ending EA’s decades-long run on the NASDAQ. For the gaming industry, it’s one of the biggest corporate stories […]

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The SpaceX Effect: When Index Funds Become Your Biggest Fans
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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The Sexiest Stocks on Wall Street Aren’t Just a Meme
Investing • June 20, 2026

The Sexiest Stocks on Wall Street Aren’t Just a Meme

Wall Street loves a clean spreadsheet. It also loves a story. And few stories are more clickable than the idea of the “sexiest stocks” listed in the United States. This is not about hype, thirst traps, or pretending that a ticker symbol is a personality. It is about a small, strange corner of the public […]

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When SpaceX Eats Wall Street: The IPO That Broke Gravity
Future Tech • June 15, 2026

When SpaceX Eats Wall Street: The IPO That Broke Gravity

SpaceX did not just go public. It performed a market-wide launch sequence. The kind with countdown graphics, retail investors spamming buy buttons, bankers pretending they are not emotionally attached, and every risk-on trader suddenly talking like they just discovered orbital mechanics. A record-breaking space IPO is never just an IPO. It is a story engine, […]

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