POET Plunges 22% on $400M Raise, Eclipsing Lumilens Deal
POET Technologies tumbled 22% on May 15, 2026 as a $400M dilutive raise overshadowed a fresh AI-optics supply pact worth up to $500M with Lumilens.
Month: May 2026
Options 101: Calls, Puts, Strike, and Expiry Explained
A plain-English guide to stock options: how calls, puts, strike, expiration, and premium work, with payoff charts and a worked example.
30-Year Treasury Hits 5.13% as Long Bonds Sell Off Worldwide
U.S. 30-year yield closed at 5.128% on May 15, 2026 — highest since May 2025. UK, German and Japanese long bonds are also at or near 52-week highs. What broke.
Hot 3.8% April CPI Slams AI Stocks; Nasdaq Falls 1.5%
April CPI printed at 3.8% YoY — the hottest reading since May 2023 — knocking the Nasdaq down 1.5% as Nvidia, Intel and Micron led an AI-led selloff.
Stock Buybacks vs. Dividends: How Companies Pay You Back
Buybacks and dividends both return cash to shareholders, but they work very differently. Here’s the math, the tax rules, and when each one wins.
Warsh to Take Fed Helm: Powell Named Chair Pro Tempore
The Fed named Powell as chair pro tempore on May 15, 2026, until Kevin Warsh is sworn in as the new chair — closing one era and opening another.
Abel’s First 13F: Berkshire Drops UNH, Buys Delta and Macy’s
Berkshire Hathaway’s Q1 2026 13F closed 16 positions including UnitedHealth, Amazon, Visa and Mastercard while adding a $2.65B Delta stake and tripling Alphabet.
CLOs Explained: How Collateralized Loan Obligations Work
What is a CLO? How collateralized loan obligations slice up leveraged corporate loans into rated tranches and where the AAAs actually stand.
Alphabet’s Record $3.6B Yen Bond Funds Its AI Capex Spree
Alphabet sold ¥576.5B ($3.6B) of yen bonds on May 15, 2026 — the biggest foreign issue ever, beating Berkshire’s 2019 record. Why Tokyo, why now.
Nvidia Drops 4% as China Stalls H200 Chip Purchases
Nvidia slid as much as 4% intraday on May 15 after Trump said Beijing won’t let Chinese firms buy approved H200 chips — stalling a $3.5B annual revenue opportunity.