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Bruno

ASML-Tata Sign $11B MoU for India’s First 300mm Chip Fab

May 22, 2026May 17, 2026 by Bruno

ASML and Tata Electronics signed an MoU on May 16, 2026 to equip India’s first commercial 300mm semiconductor fab in Dholera, witnessed by PM Modi.

Categories Geopolitics & Markets Tags asml stock, dholera fab, india semiconductor, semiconductor manufacturing, stock market Leave a comment

QE vs QT: How the Fed Balance Sheet Actually Works

May 22, 2026May 17, 2026 by Bruno

A plain-English guide to how the Fed creates reserves to buy bonds (QE) and lets them mature to shrink the balance sheet (QT), with 2026 numbers.

Categories Federal Reserve & Rates, Market Education Tags fed balance sheet, federal reserve, investing basics, monetary policy, quantitative easing, quantitative tightening Leave a comment

Bullish to Buy Equiniti for $4.2B in Tokenization Bet

May 22, 2026May 17, 2026 by Bruno

Crypto exchange Bullish is acquiring transfer agent Equiniti from Siris in a $4.2B deal to build the first blockchain-native transfer agent for tokenized securities.

Categories Capital Markets Tags blockchain m&a, bullish blsh, capital markets, tokenized securities, transfer agent Leave a comment

Russell 2000 Drops 2.4% as Long Yields Slam Small Caps

May 22, 2026May 17, 2026 by Bruno

Small-cap stocks led Friday’s selloff with the Russell 2000 down 2.4% as rising Treasury yields rekindled fears about leverage, refinancing, and unprofitable balance sheets.

Categories Federal Reserve & Rates, Market Trend, Stock Market Tags interest rates, russell 2000, stock market, stock market selloff, treasury yields Leave a comment

Bond Duration & Convexity: Why Long Bonds Move Most

May 22, 2026May 17, 2026 by Bruno

What is bond duration? A plain-English guide with the rule of thumb, the formula, and a worked example using current Treasury yields.

Categories Federal Reserve & Rates, Market Education Tags bond duration, convexity, fixed income basics, interest rate risk, investing basics 3 Comments

NextEra-Dominion Talks: $400B Utility Megadeal for AI Power

May 22, 2026May 17, 2026 by Bruno

NextEra Energy is in talks to acquire Dominion in a mostly-stock deal that would create a roughly $400B utility built around the Virginia data center boom.

Categories Energy & Commodities, Stock Market Tags capital markets, data center power, nextera energy, utility merger Leave a comment

POET Plunges 22% on $400M Raise, Eclipsing Lumilens Deal

May 22, 2026May 16, 2026 by Bruno

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.

Categories Stock Market, Stocks Tags lumilens, poet technologies, silicon photonics, stock dilution, stock market Leave a comment

Options 101: Calls, Puts, Strike, and Expiry Explained

May 22, 2026May 16, 2026 by Bruno

A plain-English guide to stock options: how calls, puts, strike, expiration, and premium work, with payoff charts and a worked example.

Categories Market Education Tags call options, investing basics, options for beginners, options trading, put options, stock options explained Leave a comment

30-Year Treasury Hits 5.13% as Long Bonds Sell Off Worldwide

May 22, 2026May 16, 2026 by Bruno

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.

Categories Economy & Macro, Federal Reserve & Rates Tags 30-year treasury yield, bear steepener, bond market selloff, capital markets, gilt yields, treasury yields 1 Comment

Hot 3.8% April CPI Slams AI Stocks; Nasdaq Falls 1.5%

May 22, 2026May 16, 2026 by Bruno

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.

Categories Economy & Macro, Federal Reserve & Rates, Stock Market Tags april cpi, federal reserve, inflation, Nvidia, stock market 1 Comment
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