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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

Doximity Plunges 24% as FY27 Guidance Misses and Margins Compress

May 15, 2026May 14, 2026 by Bruno

Doximity (DOCS) crashed 24% after Q4 revenue growth slowed to 5%, FY27 sales guidance trailed consensus, and Wall Street slashed price targets across the board.

Categories Stock Market Tags analyst downgrades, DOCS stock, doximity, healthcare technology stocks, stock market Leave a comment

Municipal Bonds Explained: GO vs Revenue and the Tax Angle

May 15, 2026May 14, 2026 by Bruno

Plain-English guide to municipal bonds: GO vs revenue, how the federal tax exemption changes your real yield, and why munis default less than corporates.

Categories Market Education Tags bond market, investing basics, municipal bonds, revenue bonds, tax-equivalent yield Leave a comment

Quantinuum Files for Nasdaq IPO Under Ticker QNT

May 15, 2026May 14, 2026 by Bruno

Honeywell-backed Quantinuum publicly filed its S-1 on May 8, 2026, targeting a Nasdaq listing under QNT with JPMorgan and Morgan Stanley leading the book.

Categories IPO & Public Offerings Tags capital markets, nasdaq ipo, qnt ticker, quantinuum ipo, quantum computing stocks Leave a comment

Nokia Pops 12% on Agentic AI Push for Telecom Networks

May 15, 2026May 14, 2026 by Bruno

Nokia jumped 11.69% to $14.71 on May 13 as the Finnish telecom-equipment giant pushed agentic AI into network operations, well outpacing rival Ericsson.

Categories Stock Market Tags agentic ai, AI infrastructure, ericsson, nokia stock, stock market Leave a comment

How an IPO Actually Works: S-1, Bookbuilding & Greenshoe

May 15, 2026May 14, 2026 by Bruno

From the S-1 registration statement to bookbuilding, allocation, the first trade, and the greenshoe option — a plain-English walk through the modern IPO process.

Categories Market Education Tags greenshoe option, how ipos work, investing basics, ipo bookbuilding, s-1 filing 1 Comment

Cerebras IPO Prices at $185, Far Above Range, for $5.55B

May 15, 2026May 14, 2026 by Bruno

Cerebras priced its Nasdaq IPO at $185 a share — 19% above the upsized range — raising $5.55B as AI-chip demand erupts. Trading begins May 14 under CBRS.

Categories IPO & Public Offerings Tags AI chip stocks, capital markets, cerebras ipo, semiconductor ipo, wafer scale engine Leave a comment
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