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Bruno

Alphabet’s Record $3.6B Yen Bond Funds Its AI Capex Spree

May 23, 2026May 15, 2026 by Bruno

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.

Categories Capital Markets, Stock Market Tags alphabet bond, capital markets, corporate bond issuance, google ai capex, samurai bonds, yen bond Leave a comment

Nvidia Drops 4% as China Stalls H200 Chip Purchases

May 23, 2026May 15, 2026 by Bruno

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.

Categories Stock Market Tags AI semiconductors, China export controls, NVDA stock, Nvidia, stock market Leave a comment

IPO vs Direct Listing vs SPAC: How Companies Go Public

May 23, 2026May 15, 2026 by Bruno

A side-by-side guide to the three paths to public markets — traditional IPO, direct listing, and SPAC merger — with real examples and trade-offs.

Categories Market Education Tags capital markets, direct listing, going public, investing basics Leave a comment

Fed’s Miran Resigns, Handing Trump a Fresh Board Vacancy

May 25, 2026May 15, 2026 by Bruno

Stephen Miran resigned from the Federal Reserve Board on May 14, 2026, giving President Trump another seat to fill ahead of the June FOMC.

Categories Federal Reserve & Rates Tags capital markets, fed governor, federal reserve board, stephen miran, treasury yields, trump fed nominee 1 Comment

KOSPI Plunges 6% on Samsung, SK Hynix Memory Selloff

May 15, 2026May 15, 2026 by Bruno

KOSPI fell 6.12% as Samsung Electronics dropped 8.6% and SK Hynix lost 7.7%, off record highs. What the Korean memory selloff signals for AI chip stocks.

Categories Stock Market Tags ai memory chips, hbm semiconductors, KOSPI, samsung electronics, sk hynix, stock market Leave a comment

What Is the P/E Ratio — and When Does It Mislead?

May 15, 2026May 15, 2026 by Bruno

P/E in plain English: the formula, a worked example, sector ranges from NYU’s Damodaran, and why the Shiller CAPE near 42 sits within a whisker of the 1999 peak.

Categories Market Education Tags investing basics, pe ratio, shiller cape, stock valuation Leave a comment

BoJ at 0.75% Meets the Fed at 3.625%: The Yen Trade Explained

May 15, 2026May 15, 2026 by Bruno

The widest policy-rate gap between Washington and Tokyo since the 1990s is keeping the yen on the back foot. Here is what the May 2026 capital markets picture looks like.

Categories Federal Reserve & Rates Tags bank of japan, capital markets, federal reserve, fx intervention, yield differential Leave a comment

Figma Q1: Revenue Up 46%, Guidance Raised on AI Demand

May 15, 2026May 15, 2026 by Bruno

Figma beat Q1 estimates with $333.4M revenue (+46% YoY) and raised FY26 guidance to $1.422B-$1.428B as AI tools drive paid seat expansion.

Categories Stock Market Tags ai software stocks, design software, dylan field, figma earnings, stock market 1 Comment

Private Credit vs Bank Loans vs Syndicated Loans Explained

May 15, 2026May 14, 2026 by Bruno

Private credit, bank loans, and syndicated loans all finance the same companies. Here is how each channel actually works, and where the money sits.

Categories Market Education Tags capital markets, investing basics, leveraged finance, private credit, syndicated loans 1 Comment

Cerebras Pops 89% in Nasdaq Debut, Briefly Tops $100B Cap

May 15, 2026May 14, 2026 by Bruno

Cerebras Systems (CBRS) opened around $350 on its Nasdaq debut — 89% above the $185 IPO price — briefly crossing a $100B market cap before settling near $324.

Categories IPO & Public Offerings Tags AI chip stocks, AI infrastructure, capital markets, cerebras systems, nasdaq ipo debut Leave a comment
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