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August PPI Hot: 0.4% M/M, 5.4% Y/Y on Diesel Jump

September 11, 2026 by Bruno

August 2026 PPI rose 0.4% m/m and 5.4% y/y as diesel jumped 24.1%. Re-accelerating wholesale prices lifted 10-year Treasury yields toward 5%.

Categories Inflation Tags 10 year treasury yield, august ppi 2026, capital markets, federal reserve rate hike, producer price index, wholesale inflation Leave a comment

Why Adobe Stock Is Falling After Record Q3 Earnings

September 11, 2026 by Bruno

Adobe reported record Q3 revenue of $6.76B and announced a CEO transition, but shares fell after net new ARR dropped 36% on a freemium acquisition pivot.

Categories Artificial Intelligence, Earnings Tags adbe stock, adobe earnings, AI software, anil chakravarthy, enterprise software, stock market Leave a comment

How Mortgage Rates Are Set: 10-Year Treasury + Spread

September 11, 2026 by Bruno

30-year mortgage rates aren’t tied to the Fed’s rate. They track the 10-year Treasury plus a mortgage spread. Here’s how the math works.

Categories Market Education Tags 10-year treasury, federal reserve, housing finance, investing basics, mortgage backed securities, mortgage rates Leave a comment

PayPal Pauses Ventures Portfolio Sale as Bids Cap at 60 Cents

September 11, 2026 by Bruno

PayPal has paused the sale of its PayPal Ventures portfolio after secondary-market bids topped out near 60 cents on the dollar, exposing a VC discount.

Categories Capital Markets, Energy Tags capital markets, corporate venture capital, paypal ventures, private equity secondaries, private markets, vc secondaries Leave a comment

10-Year Treasury Hits 4.95%: S&P 500 Slides for 4th Day

September 10, 2026 by Bruno

The 10-year yield jumped 12 bp to 4.95% Sept. 10, its highest since Oct 2023, as the S&P 500 fell 0.58% for a fourth straight day ahead of Thursday’s CPI.

Categories Inflation Tags 10-year treasury yield, bond market, cpi report, federal reserve, stock market Leave a comment

How an IPO Actually Works: S-1, Bookbuilding, Greenshoe

September 10, 2026 by Bruno

From S-1 to first trade: how underwriters price an IPO, run the roadshow, use the greenshoe, and why the 7% spread refuses to move.

Categories Market Education Tags bookbuilding, form s-1, greenshoe overallotment, how an ipo works, investing basics, ipo underwriting Leave a comment

Harvey Legal AI Hits $15.5B on $550M Series F Round

September 10, 2026 by Bruno

Harvey raised $550M at a $15.5B valuation, doubling its worth in six months as Diffusion and Lightspeed co-lead the legal AI unicorn’s Series F.

Categories Artificial Intelligence, Market Trend Tags ai mega round, capital markets, harvey ai, legal ai, lightspeed venture partners, series f funding Leave a comment

TSMC August Revenue Jumps 53%: AI Chip Demand Runs Hot

September 10, 2026 by Bruno

TSMC posted NT$514.8B in August 2026 revenue, up 53.3% YoY and 10.1% MoM. YTD growth hit 39.3% as AI chip demand outstrips supply.

Categories Artificial Intelligence, Technology Tags AI chips, AI infrastructure, stock market, tsm stock, TSMC Leave a comment

The Cash Flow Statement Explained: CFO, CFI, and CFF

September 10, 2026 by Bruno

The cash flow statement shows how a company actually generates and spends cash. How to read the three sections, with a worked example from Apple’s FY2024.

Categories Market Education Tags cash flow statement, financial statements, free cash flow, how to read a 10-k, investing basics, operating cash flow Leave a comment

Listen Labs Walks $1.5B Round to Weigh $2B Salesforce Sale

September 10, 2026 by Bruno

AI customer-research startup Listen Labs shelved a $125M Menlo Series C at a $1.5B valuation to chase $2B Salesforce takeover talks — a 67x revenue multiple.

Categories Artificial Intelligence Tags ai acquisitions, capital markets, listen labs, menlo ventures, Salesforce, venture capital Leave a comment
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Recent Posts

  • August PPI Hot: 0.4% M/M, 5.4% Y/Y on Diesel Jump
  • Why Adobe Stock Is Falling After Record Q3 Earnings
  • How Mortgage Rates Are Set: 10-Year Treasury + Spread
  • PayPal Pauses Ventures Portfolio Sale as Bids Cap at 60 Cents
  • 10-Year Treasury Hits 4.95%: S&P 500 Slides for 4th Day

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