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Trump has just rejected Iran’s 7-day ceasefire proposal which offered to reopen the Strait of Hormuz and resume nuclear talks in exchange for lifting the U.S. port blockade.
Trump reportedly expects to launch a renewed U.S. bombing campaign after the November midterms, extending the 209-day conflict.
Source- Wall Street Journal
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
I think this market weakness will spillover to October. Singapore's inflation is now over the annual 2% target and unemployment period is also getting longer, a potential warning for the foreseeable future.
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
Markets movements will be clearer as we come to the end of the month. Unsure if it is directional bearish or bullish but if the macro problems are persistent I do not think we will have big rallies but might have sudden drop. DCA slowly into stocks to participate in the market and chill over the weekends.
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
The electrification contracts won by CSE are much needed good news for a stock that has been range bound for some months.
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
Reports of a Trump deal with Iran to reopen Strait of Hormuz last night sent the market into recovery mode, with the main indexes closing relatively flat and even slightly up in after hours. Though I remain cautious as it's Friday and anything can happen over the weekend when markets are closed.
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
REIT player need to monitor the bond market closely and not rush to complete your position. The oil and inflation issues are still clear and present issues and chances for rate cut in the foreseeable future is basically out of the window.
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
When sentiments are bearish with so many narratives from oil to yields, etc., not putting a dent in the market while the bears keep blabbering, it reminds me that markets top on euphoria. Doesn’t look euphoric to me when there are so many bears around!
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
Lol. They called for an AI slowdown and signed another deal. Talk about actions speaking louder than words! And looking at how sentiments are in the basement yet markets are resilient seems to indicate the trend is up. We might get a dip into mid-October or November but it looks like a rally is in the making!
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
30 year Treasury Bill top 5.5%, has been long never seen this high since 2004. will Federal Reserve be going to hike the interest rate in the upcoming meeting?
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
The near-flat equity performance masks growing pressure from the bond market. The 30-year Treasury yield reaching 5.50% and expectations of another Fed hike indicate tighter financial conditions, particularly as higher oil prices could reinforce inflation concerns. The sharp rise in October hike expectations from around 53% to 77.5% increases the risk of further valuation pressure on rate-sensitive equities. However, the limited movement in major indices suggests investors have so far absorbed the higher-rate outlook without significant broad-market selling.
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
