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Month: September 2026

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

September 12, 2026September 11, 2026 by Bruno
August PPI Hot: 0.4% M/M, 5.4% Y/Y on Diesel Jump

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

Why Adobe Stock Is Falling After Record Q3 Earnings

September 12, 2026September 11, 2026 by Bruno
Why Adobe Stock Is Falling After Record Q3 Earnings

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

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

September 12, 2026September 11, 2026 by Bruno
How Mortgage Rates Are Set: 10-Year Treasury + Spread

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

PayPal Pauses Ventures Portfolio Sale as Bids Cap at 60 Cents

September 17, 2026September 11, 2026 by Bruno
PayPal Pauses Ventures Portfolio Sale as Bids Cap at 60 Cents

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 & Commodities Tags capital markets, corporate venture capital, paypal ventures, private equity secondaries, private markets, vc secondaries

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

September 12, 2026September 10, 2026 by Bruno
10-Year Treasury Hits 4.95%: S&P 500 Slides for 4th Day

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

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

September 17, 2026September 10, 2026 by Bruno
How an IPO Actually Works: S-1, Bookbuilding, Greenshoe

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

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

September 12, 2026September 10, 2026 by Bruno
Harvey Legal AI Hits $15.5B on $550M Series F Round

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

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

September 12, 2026September 10, 2026 by Bruno
TSMC August Revenue Jumps 53%: AI Chip Demand Runs Hot

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

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

September 12, 2026September 10, 2026 by Bruno
The Cash Flow Statement Explained: CFO, CFI, and CFF

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

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

September 12, 2026September 10, 2026 by Bruno
Listen Labs Walks $1.5B Round to Weigh $2B Salesforce Sale

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
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