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AMD Surges 18% on Blowout Q1 Earnings, Lifts Chip Sector

September 12, 2026May 6, 2026 by Bruno
AMD Surges 18% on Blowout Q1 Earnings, Lifts Chip Sector

AMD crushed Q1 2026 estimates with $10.25B revenue—up 38% year-over-year—and Q2 guidance of up to $11.5B, sending shares 18% higher and sparking a chip-sector rally led by Intel’s 13% gain.

Categories Stock Market Tags AI chip demand, amd earnings, chip sector rally, data center stocks, semiconductor stocks, stock market

Bond Pricing, Yield, Duration & Convexity Explained

September 17, 2026May 6, 2026 by Bruno
Bond Pricing, Yield, Duration & Convexity Explained

Learn how bond prices move with interest rates, what duration really measures, and why convexity matters — with worked examples and real data.

Categories Market Education Tags bond pricing, duration convexity, fixed income investing, interest rate risk, investing basics, yield to maturity

Blue Owl Eyes $30B Sale of Stack’s Asia Data Centers

September 17, 2026May 6, 2026 by Bruno
Blue Owl Eyes $30B Sale of Stack’s Asia Data Centers

Blue Owl Capital is exploring a $30B sale of Stack Infrastructure’s Asia Pacific data centers — potentially 2026’s largest private markets infrastructure exit.

Categories Market Trend, Stock Market Tags Asia Pacific data centers, blue owl capital, capital markets, data center M&A, private equity infrastructure, stack infrastructure

DigitalOcean Surges 40% as AI Customer ARR Triples to $170M

September 12, 2026May 6, 2026 by Bruno
DigitalOcean Surges 40% as AI Customer ARR Triples to $170M

DigitalOcean’s Q1 2026 earnings stunned markets as AI customer ARR surged 221% year-over-year to $170M, sending DOCN stock soaring 40% and blowing past analyst price targets.

Categories Stock Market Tags AI cloud computing, cloud infrastructure, digitalocean earnings, DOCN stock, stock market

GAAP vs. Non-GAAP Earnings: What Adjusted EPS Really Means

September 12, 2026May 6, 2026 by Bruno
GAAP vs. Non-GAAP Earnings: What Adjusted EPS Really Means

AMD posted $0.84 GAAP EPS and $1.37 adjusted EPS in Q1 2026—a 63% gap. Here’s what each number measures, what adjustments create the difference, and how investors should read both.

Categories Market Education Tags adjusted earnings per share, earnings analysis, eps explained, gaap vs non-gaap, investing basics, stock market

30-Year Treasury Crosses 5%: What It Means for Mortgages and Markets

September 12, 2026May 5, 2026 by Bruno
30-Year Treasury Crosses 5%: What It Means for Mortgages and Markets

The 30-year Treasury yield closed at 5.025% on May 4, 2026 — crossing a key threshold. Here’s what the curve’s steepest gap since 2022 signals for rates, mortgages, and capital markets.

Categories Federal Reserve & Rates, Stock Market Tags 30-year treasury yield, bond market, capital markets, federal reserve rates, mortgage rates, yield curve steepening

Sterling Infrastructure Surges 50% on Blowout Q1 Earnings

September 12, 2026May 5, 2026 by Bruno
Sterling Infrastructure Surges 50% on Blowout Q1 Earnings

STRL soared nearly 50% after Q1 2026 revenue jumped 92% to $826M on AI data center demand. Sterling raised its full-year 2026 outlook as e-infrastructure boom accelerates.

Categories Stock Market Tags AI infrastructure stocks, data center construction, earnings season, stock market, STRL

Options Greeks Explained: Delta, Gamma, Theta, and Vega

September 17, 2026May 5, 2026 by Bruno
Options Greeks Explained: Delta, Gamma, Theta, and Vega

Learn how delta, gamma, theta, vega, and rho measure an option’s price sensitivity — with worked examples, real numbers, and charts.

Categories Market Education Tags black-scholes, delta gamma theta vega, investing basics, options explained, options greeks, options trading

Apollo Raises $8.4B in 48 Hours as Private Credit Surges

September 12, 2026May 5, 2026 by Bruno
Apollo Raises $8.4B in 48 Hours as Private Credit Surges

Apollo closed Hybrid Value Fund III ($6.5B) and Accord Fund VII ($1.9B) in consecutive days. Ares set a Q1 fundraising record at $30B. Private credit is scaling at a historic pace.

Categories Market Trend Tags alternative assets, apollo global management, ares management, capital markets, institutional investors, private credit

Amazon’s Supply Chain Launch Sends UPS, FedEx Into Freefall

September 12, 2026May 5, 2026 by Bruno
Amazon’s Supply Chain Launch Sends UPS, FedEx Into Freefall

Amazon opened its logistics network to all businesses Monday, triggering a sector-wide selloff that sent UPS down 10.5%, FedEx 9.1%, and wiped billions from freight rivals in one session.

Categories Market Trend, Stock Market Tags amazon supply chain services, fedex competition, logistics sector selloff, stock market, ups stock decline
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