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Bond Markets Are Reluctant Participants as Peace Hopes Fuel Stocks and Oil Prices
Barrons.com73d agoneutral
Bond Markets Are Reluctant Participants as Peace Hopes Fuel Stocks and Oil Prices

U.S. stocks looked set to test all-time highs again Tuesday, with the tech-led leading early gainers, as investors bet the war in Iran was nearing an interim peace agreement that could reopen the Strait of Hormuz and unleash energy markets ahead of the summer driving demand expected in domestic markets. Bond markets, however, remained reluctant to fully commit to the new peace talks, and yields were holding north of key levels ahead of a key set of growth and inflation figures later in the week. Talks between Washington and Tehran, however, have been punctuated by a fresh round of attacks by U.S. troops on targets in southern Iran as well as claims from Iran’s Islamic Revolutionary Guard Corps on Tuesday that it fired on a U.S. fighter jet that entered the country’s airspace.

The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO
24/7 Wall St.73d agoneutral
The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO

There’s a question floating around the biggest IPO in history, and SpaceX has chosen its words very carefully to avoid answering it. I’ve been reading pre-IPO paperwork for nearly two decades, and what’s missing from this one tells you more than what’s in it. The company is reportedly heading to NASDAQ in June 2026 at ... The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO

PDBC Promises Diversified Commodities Without K-1 Tax Forms, But the Workaround Hides a Long Term Roll Cost
24/7 Wall St.73d agoneutral
PDBC Promises Diversified Commodities Without K-1 Tax Forms, But the Workaround Hides a Long Term Roll Cost

The Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC) exists to solve one specific tax-season headache. Investors who want broad commodity exposure as an inflation hedge typically face the choice between owning a partnership-structured fund that ships a K-1 every spring or skipping the asset class entirely. PDBC threads that needle with a ... PDBC Promises Diversified Commodities Without K-1 Tax Forms, But the Workaround Hides a Long Term Roll Cost

AI just minted 19 new billionaires worth $59 billion
TheStreet73d agoneutral
AI just minted 19 new billionaires worth $59 billion

Money has a way of finding the people building tomorrow's tools before the rest of us notice. That was true in the dotcom boom, in the smartphone era, and again in the social media land grab a decade later. The AI boom looks different, at least so far. For the last three years, almost every story ...

Veteran investor names the next 'NVIDIA' before AI boom
TheStreet73d agoneutral
Veteran investor names the next 'NVIDIA' before AI boom

Veteran investor and Bitwise advisor Jeffrey Park has identified what he believes could become the next "NVIDIA,” highlighting growing investor appetite for the next breakout technology play. Park wrote a long X post on May 24, in which he pointed to crypto as a technology that is bound to surge, ...

Kevin Warsh Inherits a Fed That Wall Street Has Almost Stopped Talking About
24/7 Wall St.73d agoneutral
Kevin Warsh Inherits a Fed That Wall Street Has Almost Stopped Talking About

Kevin Warsh was sworn in as Federal Reserve Chairman this week, and the most striking thing about his arrival is how little Wall Street seems to care. On CNBC’s Halftime Report Friday, one host captured the moment with a line worth holding onto: “The Fed is not the first or second or third sentence of ... Kevin Warsh Inherits a Fed That Wall Street Has Almost Stopped Talking About

Kevin Warsh Sworn In as Fed Chair With Lowest Senate Votes Ever Amid Independence Concerns
24/7 Wall St.74d agoneutral
Kevin Warsh Sworn In as Fed Chair With Lowest Senate Votes Ever Amid Independence Concerns

Kevin Warsh takes the oath as Federal Reserve chair on Friday in a White House ceremony, only the second Fed swearing-in held at the executive mansion in nearly 40 years. The last was Ronald Reagan hosting Alan Greenspan in 1987, a tableau the Trump White House is happy to revive. The optics matter because Warsh ... Kevin Warsh Sworn In as Fed Chair With Lowest Senate Votes Ever Amid Independence Concerns

Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate
24/7 Wall St.74d agoneutral
Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate

The conversation about the Federal Reserve has flipped in a way that should make anyone holding long-duration assets sit up. A few months ago, the debate was about the cadence of cuts. Now, market strategists are saying the question is how long the Fed will stay on hold, and the curve has actually drifted to ... Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate

XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season
24/7 Wall St.74d agoneutral
XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped higher. That disconnect matters because XOVR is the rare ETF that pairs late-stage private growth (SpaceX is the publicly known anchor) with public ... XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

Buried Deep in SpaceX’s Pre-IPO Disclosures: A Threat to Starlink That Sounds Like Science Fiction
24/7 Wall St.75d agoneutral
Buried Deep in SpaceX’s Pre-IPO Disclosures: A Threat to Starlink That Sounds Like Science Fiction

I’ve been reading SpaceX’s pre-IPO disclosures hunting for the buried sentence others skip. There’s a passage in the risk section that reads like a screenplay: foreign powers, orbital weapons, and a constellation of satellites already in someone’s targeting reticle. It sounds like science fiction. It’s real. Here is the actual language from the document: “The ... Buried Deep in SpaceX’s Pre-IPO Disclosures: A Threat to Starlink That Sounds Like Science Fiction

JPMorgan resets Nvidia stock price target after earnings
TheStreet75d agoneutral
JPMorgan resets Nvidia stock price target after earnings

Nvidia just delivered what analysts are calling one of the most consequential quarters in semiconductor history. The stock was already up nearly 20% year-to-date before the results landed. And JPMorgan's Harlan Sur still sees 25% upside from here. The reasoning behind that view is more nuanced than ...

Starting in 2027 the Government Will Match Up to $1,000 of Your IRA Contributions and Kiplinger Just Published the Eligibility Details
24/7 Wall St.76d agoneutral
Starting in 2027 the Government Will Match Up to $1,000 of Your IRA Contributions and Kiplinger Just Published the Eligibility Details

Kiplinger just laid out the eligibility rules for the federal Saver’s Match, the SECURE 2.0 provision that begins in 2027 and deposits up to $1,000 a year into the retirement account of qualifying lower- and middle-income workers. Before the rules, the math. A $1,000 annual government match invested in a total stock market index fund ... Starting in 2027 the Government Will Match Up to $1,000 of Your IRA Contributions and Kiplinger Just Published the Eligibility Details

Trump’s 3,711 Trades Point to Multiple Stock-Market Strategies
Bloomberg76d agoneutral
Trump’s 3,711 Trades Point to Multiple Stock-Market Strategies

(Bloomberg) -- President Donald Trump’s latest financial disclosure has drawn scrutiny for its astonishing scale: 3,711 trades, almost entirely in shares of companies across America, including many whose fortunes can turn on federal policy.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentUAE Joins Saudis, Qatar in Urging Trump Not to Restart WarTrump to Force Foreigners Seeking Green Cards to Go Home FirstAttack on UAE Nuclear Plant From Iraq ‘Warning Shot’ by Ira

Your CDs Feel Safe. The 1.5 Percentage Points of Income They’re Not Paying You Aren’t.
24/7 Wall St.76d agoneutral
Your CDs Feel Safe. The 1.5 Percentage Points of Income They’re Not Paying You Aren’t.

I have never really been a fan of certificates of deposit (CDs). Yes, the principal is guaranteed and insured by the Federal Deposit Insurance Corporation (FDIC), but the lockup period is extremely inflexible. If I need emergency cash or dry powder to buy the dip, I do not want my money trapped behind an early ... Your CDs Feel Safe. The 1.5 Percentage Points of Income They’re Not Paying You Aren’t.