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News

30Y Yield Jump Pressures IWM, Small Caps
COMMENTARY

30Y Yield Jump Pressures IWM, Small Caps

The 30-year US Treasury yield is currently rising sharply, tightening financial conditions and lifting discount rates for equities.

IWMRTYIJR+1

August 3, 2026

·1 min read
Server racks in a data center illustrating launch of new AI model Qwen3.8-Max and cloud competition
NEWS

Alibaba unveils Qwen3.8-Max AI model

Major Chinese tech firm escalates the large‑scale AI race, signaling shifts in enterprise cloud competition.

9988.HK

August 3, 2026

·2 min read
Surging Long Bond Yields Pressure AI Leaders
COMMENTARY

Surging Long Bond Yields Pressure AI Leaders

The 30-year U.S. Treasury yield has climbed to its highest level since 2007 while U.S. government debt hovers around $40 trillion.

NVDAMSFTGOOGL+1

August 3, 2026

·1 min read
ZS Bases As Cyber Theme Stays Firm
COMMENTARY

ZS Bases As Cyber Theme Stays Firm

Zscaler (ZS) is trading around $151 while building a sizable consolidation area near $155, with a clearly defined risk point at any daily close below $150.

CRWDZSPANW+1

August 2, 2026

·1 min read
Generic credit cards and loan documents on an office desk illustrating securitised retail loan deal
NEWS

ANZ, NAB back Blackstone HSBC loan deal

Major banks back a multibillion private securitisation after a global buyer snaps up an Australian retail loan portfolio.

BNPpBXKKR

August 2, 2026

·2 min read
Commercial jet on airport tarmac symbolizing aerospace sector and top 2026 stocks GE, RTX, SAFRY, LMT, HWM
IDEA

Top Aerospace Stocks to Invest in 2026

Leading aerospace stocks in 2026 fuse robust defense and jet backlogs with rising space demand to drive durable cash generation and growth.

GERTXLMT+3

August 2, 2026

·25 min read
SPY Flush Sets Up Potential Rally Base
COMMENTARY

SPY Flush Sets Up Potential Rally Base

SPDR S&P 500 ETF Trust (SPY) has just registered a sharp flush lower that has forced out shorter‑term retail positions, yet the 65‑minute chart is now displaying a clean bullish momentum divergence.

SPYQQQ^SPX+2

August 1, 2026

·1 min read
Chinese AI Upsets Global Chip Expectations
COMMENTARY

Chinese AI Upsets Global Chip Expectations

Chinese AI models have moved from niche tools to widely used options in the global ecosystem, with verified data showing their usage rising from roughly 1.2% to nearly 30% within about a year and...

NVDAAMDTSM+8

August 1, 2026

·3 min read