Bloom Energy Jumps 15% as AI Power Trade Heats Up
Bloom Energy (BE) surged 15.4% on June 18, 2026, extending a 12-month run near 1,430% as Wall Street prices in the AI data-center power crunch.
The Yield Curve Explained: Shape, Inversion, and What It Signals
What the Treasury yield curve is, why its shape matters, how inversions have historically preceded U.S. recessions, and how to read it.
AI Capex Drives US Corporate Bonds Past Record Pace in 2026
US corporate bond issuance hit $1.23T through May 2026 as hyperscalers tap the market to fund AI capex on a historic scale.
Intel Rallies 10.6% as Foundry Adds Packaging Veteran
Intel jumped 10.64% Thursday after naming Seok-Hee Lee EVP of Intel Foundry to lead advanced packaging, as chip stocks rallied.
0DTE Options Explained: How Same-Day Expirations Work
0DTE options expire the same day they trade. They are now 62% of all SPX volume. Here’s how same-day options work, what the Greeks do, and the real risks.
Secondaries Hit Record $240B as GP-Led Deals Take Over
Global secondaries volume hit $240B in 2025, a 48% jump driven by GP-led continuation funds. Jefferies sees a $300B run rate within 24 months.
Accenture Beats on Q3 EPS, Cuts Guide, ACN Crashes 17%
Accenture beat Q3 FY26 with $3.80 EPS and $18.7B revenue, but trimmed full-year growth to 3-4% local currency. ACN fell 17% to a 52-week low near $129.
Bond Duration and Convexity: How Prices Move with Yields
Duration measures bond price sensitivity to yield changes; convexity corrects the curve. Formulas, a worked example, and a snapshot table.
Treasury Yields Jump as Warsh’s Dot Plot Pencils a 2026 Hike
The Fed held rates 12-0 but its new dot plot now sees fed funds at 3.8% by year-end, above the current 3.5-3.75% band – a hawkish first move under Chair Warsh.
Tim Cook: Apple Price Hikes ‘Unavoidable’ as Memory Costs Surge
Tim Cook told the WSJ that Apple price increases are ‘unavoidable’ after AI-driven memory chip costs hit a ‘hundred-year flood.’ AAPL fell 1.1% to $295.95.