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Bruno

Marvell Hits Record High on AI Switch and Trainium Buzz

June 23, 2026June 20, 2026 by Bruno

Marvell jumped 7% to a record $310 as a new 102.4 Tbps Teralynx switch, an Adobe-veteran CFO hire, and Amazon Trainium spillover stoked the rally.

Categories Artificial Intelligence, Technology Tags AI chips, amazon trainium, data center networking, marvell technology, mrvl stock, stock market Leave a comment

NPV vs IRR Explained: When They Disagree and Why

June 20, 2026 by Bruno

NPV adds dollar value at your cost of capital. IRR is the rate that zeros it out. When they disagree on scale or timing, NPV wins. Here is why.

Categories Market Education Tags capital budgeting, corporate finance, internal rate of return, investing basics, net present value, npv vs irr Leave a comment

EQT to Take Intertek Private in £9.4B UK Buyout

June 19, 2026 by Bruno

EQT’s recommended £58-a-share cash offer for Intertek values the FTSE 100 testing group at about £9.4B in equity, one of the UK’s biggest 2026 take-privates.

Categories Europe Tags capital markets, eqt private equity, ftse 100, intertek takeover, private equity m&a, uk take-private Leave a comment

Bloom Energy Jumps 15% as AI Power Trade Heats Up

June 19, 2026June 19, 2026 by Bruno

Bloom Energy (BE) surged 15.4% on June 18, 2026, extending a 12-month run near 1,430% as Wall Street prices in the AI data-center power crunch.

Categories Artificial Intelligence, Energy Tags AI data center power, BE stock, bloom energy, data center electricity demand, fuel cells, stock market Leave a comment

The Yield Curve Explained: Shape, Inversion, and What It Signals

June 19, 2026June 19, 2026 by Bruno

What the Treasury yield curve is, why its shape matters, how inversions have historically preceded U.S. recessions, and how to read it.

Categories Inflation, Market Education Tags federal reserve, investing basics, recession indicator, treasury yields, yield curve, yield curve inversion Leave a comment

AI Capex Drives US Corporate Bonds Past Record Pace in 2026

June 19, 2026June 19, 2026 by Bruno

US corporate bond issuance hit $1.23T through May 2026 as hyperscalers tap the market to fund AI capex on a historic scale.

Categories Market Trend Tags ai capex, bond market, capital markets, corporate bonds, hyperscalers, investment grade Leave a comment

Intel Rallies 10.6% as Foundry Adds Packaging Veteran

June 19, 2026June 19, 2026 by Bruno

Intel jumped 10.64% Thursday after naming Seok-Hee Lee EVP of Intel Foundry to lead advanced packaging, as chip stocks rallied.

Categories Technology Tags advanced packaging, intel foundry, intel stock, lip-bu tan, semiconductor stocks, stock market Leave a comment

0DTE Options Explained: How Same-Day Expirations Work

June 19, 2026June 19, 2026 by Bruno

0DTE options expire the same day they trade. They are now 62% of all SPX volume. Here’s how same-day options work, what the Greeks do, and the real risks.

Categories Market Education Tags 0dte options, cboe, investing basics, options greeks, options trading, spx options Leave a comment

Secondaries Hit Record $240B as GP-Led Deals Take Over

June 19, 2026June 18, 2026 by Bruno

Global secondaries volume hit $240B in 2025, a 48% jump driven by GP-led continuation funds. Jefferies sees a $300B run rate within 24 months.

Categories Capital Markets, Institutional Flows Tags blackstone strategic partners, capital markets, continuation vehicles, gp-led secondaries, private equity, secondaries market Leave a comment

Accenture Beats on Q3 EPS, Cuts Guide, ACN Crashes 17%

June 19, 2026June 18, 2026 by Bruno

Accenture beat Q3 FY26 with $3.80 EPS and $18.7B revenue, but trimmed full-year growth to 3-4% local currency. ACN fell 17% to a 52-week low near $129.

Categories Artificial Intelligence, Earnings Tags accenture earnings, ACN stock, AI disruption consulting, earnings guidance cut, IT services, stock market Leave a comment
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