A fresh financing package is weighing heavily on Cipher Digital (NASDAQ:CIFR), a data center developer racing to build campuses for hyperscale tenants. Cipher Digital stock is down 14% to $11.20 in morning trading after the company paired a new convertible debt raise with an exc…
Six stocks are flashing high yields that look like income bargains, but a closer look at their payout ratios tells a very different story about which ones can actually keep the checks coming.
A 34% profit surge this deep into a cycle is the bull case for stretched index valuations, and it lands right as Q3 earnings season begins.
RT @charliebilello: The S&P 500's earnings boom is simply unprecedented this late into an economic cycle. Profits are on pace to surge 34%…
VYM’s trailing yield sits well below what a 10-year Treasury pays today, yet the fund keeps attracting billions in new assets. The reason comes down to what bonds cannot offer and what income investors often overlook when comparing the two.
A two-year yield back near 4.80% with the 2s10s spread at a positive 40.6 basis points means the market is pricing higher-for-longer front-end rates, which widens bank lending margins and keeps pressure on long-duration growth names.
TWO-YEAR U.S. TREASURY YIELDS TURN POSITIVE LAST UP 0.64 BASIS POINTS AT 4.797% YIELD CURVE BETWEEN TWO-YEAR AND 10-YEAR TREASURY NOTES LAST AT A POSITIVE 40.6
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A record $8.0 trillion is now parked in US money funds, cash that is earning short-term yield instead of chasing equities. The last time global inflows ran this hot was the April 2020 panic.
BREAKING: Global money market funds attracted +$166.4 billion in inflows in the week ending October 7th, their largest weekly inflow since April 2020. US money market funds alone posted +$72.3 billion in inflows, lifting their total assets to a record $8.0 trillion. Since 2023, https://t.co/7tmZ5FBK9x
A 10-point small cap lead erased in eight weeks, with refinancing costs doing the damage. Anyone rotating down the market cap ladder for a rate-cut trade is now on the wrong side of it.
Just two months ago, small caps were outperforming large caps by 10 percentage points this year. Today, large caps have taken the lead. What changed? Rising rates and higher borrowing costs are taking a much bigger toll on smaller companies. Video: https://t.co/TCVxfrsVm1 https://t.co/BBxDQvlBSZ
Money leaving semis for the market's beaten-down average stock as rates ease is the breadth signal AI-heavy portfolios have been missing.
The S&P 500 Equal Weight ETF $RSP has rallied over the last week, while the semis $SOXX have pulled back. A good way to see market rotation out of AI into other areas that had been extremely weak. Coincides with a minor pullback in interest rates. https://t.co/daeRqwX2UO
If Hedgeye is right, buybacks and dividends funded by Big Tech's cash machine become the first casualty of the AI buildout, which makes capex guidance the number that decides the next earnings season.
Hyperscaler free cash flow is set to turn negative as AI capex outruns profits. https://t.co/tdcoMkTLdi
Apple is stepping onto Amazon and Google's turf today with an AI-Siri-powered home lineup, the first real test of whether services growth can extend beyond the iPhone.
$AAPL's "Welcome home" event is about to kick off. 🏡 What do you want to see in its new slate of smart home products? ⬇️ https://t.co/L8RfcGKvuA
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If you have already rolled the money over and are still employed, there is a good chance that you can’t then roll that money out of the plan, so you are likely stuck with option 1 anyways. While this sucks, it’s just a lesson learned that you should be evaluating these types of things before rolling over half a million dollars rather than after.
Check the fee schedule before you roll an old 401(k) into a new employer plan: this saver moved the money first and now pays about $6,000 a year, with no easy way out while still employed. The cheaper fix most people skip is pressuring the benefits committee to rebid the plan.
