Robinhood, AppLovin, Emcor to Join S&P 500 in Rebalancing
Robinhood Markets Inc. has been added to the S&P 500, marking a new phase for the retail trading platform that helped define the pandemic-era boom in individual investing. The company will join the benchmark in the latest quarterly rebalance, S&P Dow Jones...
OPEC+ Output Signals Spur Options Bets Oil Will Lurch Below $60
A flurry of bets on Brent crude falling below $60 a barrel this year changed hands in recent days, a sign investors are hedging against the risk of another large production hike from OPEC and its allies. Thursday’s trading saw a spike in activity in December $55 and...
Bessent Wants Independent Fed Review, Including Monetary Policy
Treasury Secretary Scott Bessent blasted the Federal Reserve for putting its own independence at risk through “mission creep” and called for an independent review of the US central bank, including its monetary policy. “At the heart of independence lies credibility and...
Lululemon’s Elusive Recovery Prompts Seven Analyst Cuts in a Day
Lululemon Athletica Inc. was hit with at least seven analyst downgrades in a single day as analysts say the upscale clothing retailer needs a “strategic pivot.” Shares hit their lowest level since the onset of the pandemic after the company slashed its outlook for...
Vanguard Sees US Stocks Losing to Canada for Years as AI Shifts
Canada’s stock market is beating the US handily in 2025 in a trend that’s just getting started and can run for the next five to seven years, according to Vanguard Group chief economist and head of investment strategy Joe Davis. As artificial intelligence enters the...
Private Credit Leans on Secondaries as Investor Payouts Dwindle
Private credit firms are selling stakes of loan portfolios as a way to boost a closely watched measure of how much cash they return to investors such as pension funds and insurance companies. Lenders have been forced to hold onto their investments for longer, given a...
SaveChangeWorld September Event
SaveChangeWorld.com (SCW), an affiliate of 48 years experienced market veteran Michael Markowski , has a tentative plan to schedule a one day event in Fort Lauderdale Florida on either Monday 09/15/25 or Thursday 9/18/2025. (Vote Below) The date is tentative because...
Treasuries Join Global Bond Selloff With 30-Year Yield Near 5%
Treasuries dropped, following a slump in longer-maturity European debt, with the US 30-year yield climbing toward 5% at the start of a month historically tough for long bonds. Longer-maturity yields climbed about three basis points Tuesday, trading off their session...
Morgan Stanley 09/02/25 Weekly Warm-up: “Run it Hot”
Written by: Michael J Wilson @Morgan StanleyThe post "Nvidia Forecasts Decelerating Growth After Two-Year AI Boom" first appeared on Morgan Stanley
Morgan Stanley Asks Fed to Lower Bank’s Capital Requirement
Morgan Stanley asked the Federal Reserve to reduce its capital requirements, the regulator said as it announced upcoming capital requirements for most Wall Street banks that are in line with lenders’ expectations. “The firm requested reconsideration to reduce this...
Nvidia Forecasts Decelerating Growth After Two-Year AI Boom
Nvidia Corp., the world’s most valuable company, gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending. Sales will be roughly $54 billion in the fiscal third...
Dollar General’s Small Outlook Bump Underwhelms Investors
Dollar General Corp. gave investors a mixed bag on Thursday as it barely increased its sales forecast while also pointing to looming pressure on costs and margin. The discounter has benefited from shoppers looking for more deals. The chain has also been less impacted...
Nvidia Analysts Look Past Tepid Outlook, Lift Price Targets
Analysts are staying bullish on Nvidia Corp., boosting price targets even as the world’s most valuable company offered a forecast that underwhelmed investors. Citing the chip giant’s longer-term prospects, at least 10 firms hiked their 12-month price targets after its...
US Treasuries Soar as Powell Says Risks May Warrant Rate Cut
Treasuries jumped and traders added to bets on a September interest-rate cut after Federal Reserve Chair Jerome Powell indicated a reduction may be warranted to support the labor market. Yields tumbled as much as 11 basis points across tenors with the two-year notes’...