Salesforce Q1 FY27 Preview: Agentforce Meets a -33% Stock
Salesforce reports Q1 FY27 on May 27, 2026. Revenue guide is $11.03-$11.08B; non-GAAP EPS guide is $3.11-$3.13. The number that matters: Agentforce ARR.
Repo and Reverse Repo Explained: How Funding Plumbing Works
How the repo market actually works — collateral, haircuts, SOFR, the Fed’s ON RRP, and why the $2.5T overnight RRP facility drained to almost zero in 2026.
AvalonBay-Equity Residential Merge: $52B REIT Behemoth
AvalonBay and Equity Residential agreed to an all-stock merger of equals on May 20, 2026, creating a $52B-equity, 180,000-unit apartment REIT.
Nikkei 225 Tops 65,000 First Time on Iran Peace, Tech Bid
Japan’s Nikkei 225 closed at a record 65,158 on May 25, 2026, up 2.87%. Iran peace talks crushed oil; SoftBank and chip equipment names led the bid.
Bond Duration Explained: Why Yields Move Bond Prices
Bond duration measures how much a bond’s price moves when yields change. Here’s the math, a worked example, and why long Treasuries got crushed in 2026.
Zoom’s Anthropic Stake Hits $1.3B: A 25x CVC Win
Zoom’s Q1 FY27 filing disclosed its $51M Anthropic stake is now worth about $1.3B — roughly 25x in two years. What the markup means for corporate venture.
Ford Jumps 9.2% to 3-Year High as AI Story Re-Rates
Ford ripped 9.22% to $14.93, a fresh 52-week and 3-year high, as Wall Street started crediting its AI and Dearborn pivot. Now comes the hard part.
DCF Valuation Explained: Inputs, Math, and Pitfalls
DCF values a company as the present value of its future free cash flow. Here is the formula, a worked example, and the three inputs that break it.
Japan 40-Year JGB Hits Record 4.04%: Why It Matters Globally
Japan’s 40-year government bond yield hit an all-time high of 4.04% on May 19. Inside the JGB rout — the data, drivers, and global ripple effects.
Futu Plunges 27% on $271M China Penalty; Tiger Hit Too
Futu Holdings dropped 26.9% Friday after the CSRC proposed a ~$271M penalty for unlicensed mainland brokerage. Tiger Brokers fell 25.3% in sympathy.