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News

Government bond certificate and stock charts reflecting PPI surprise impact on yields and AI stocks NBIS
MARKET BRIEF

PPI Surprise Lifts Yields; AI Rally

May 13: U.S. PPI surprised higher, lifting yields and pressuring rate-sensitive stocks; NBIS and AI names rallied after Meta and NVIDIA disclosures.

SPXDJIADAX+22

May 13, 2026

·4 min read
SoftBank Pivots To Power AI Data Centers
NEWS

SoftBank Pivots To Power AI Data Centers

SoftBank Group is pivoting directly into the power side of AI, launching a new battery and energy storage business explicitly aimed at data centers.

SFTBYEQIXQCOM+3

May 13, 2026

·2 min read
AI’s Power Squeeze Rewires Energy Plays
NEWS

AI’s Power Squeeze Rewires Energy Plays

AI training, inference, and crypto-related compute are now pushing data center electricity demand to the forefront, turning power availability into the binding constraint on further capacity...

NEEAESCEG+1

May 13, 2026

·1 min read
Mega-Cap Tech Holds Up Fragile Indices
NEWS

Mega-Cap Tech Holds Up Fragile Indices

Major US equity indices are currently being held up by a narrow cohort of mega-cap technology and technology-related stocks, while a large share of other constituents trade below recent highs.

SPXSPYRSP+2

May 13, 2026

·1 min read
Samsung Strike Fears Hit Chip Supply Chain
NEWS

Samsung Strike Fears Hit Chip Supply Chain

Samsung Electronics’ wage negotiations have collapsed, sharply escalating the probability of the company’s first major strike and putting direct pressure on its common and preferred shares...

SSUN.DU005930.KS005935.KS+3

May 13, 2026

·1 min read
Nasdaq 100 Stretches Far Above Trend
NEWS

Nasdaq 100 Stretches Far Above Trend

The Nasdaq 100 is currently trading at an unusually large premium to its long-term exponential growth path, with the index sitting higher above that trajectory than at the late‑2021 peak and in a...

NDXQQQTQQQ+2

May 13, 2026

·1 min read
Chart of hot April U.S. CPI impact on Treasury yields with tech sliding and healthcare, staples outperforming
MARKET BRIEF

Hot U.S. CPI Lifted Yields, Tech Slid

May 12: April CPI surprised hotter on energy and shelter, lifting Treasury yields and prompting rotation away from growth; healthcare and staples outperformed while tech lagged.

DJIASPX^IXIC+22

May 12, 2026

·4 min read
AppLovin Lines Up Axon AI Catalyst
NEWS

AppLovin Lines Up Axon AI Catalyst

AppLovin Corp. (APP) is entering a catalyst-heavy period as management prepares a global launch of a self-serve version of its Axon AI advertising platform in June.

APPMNDYESTC+3

May 12, 2026

·1 min read
Fuel pump at gas station highlighting rising US inflation and CPI concerns for Fed policy
NEWS

US inflation jumps to 3.8% in April

Consumer prices climbed sharply in April, led by fuel, lifting core inflation and fueling bets on a firmer Fed stance.

DJIASPX

May 12, 2026

·3 min read
Long Bond Futures Face Renewed Rate Threat
NEWS

Long Bond Futures Face Renewed Rate Threat

Long-term U.S. interest rates are again flashing signals of a potential renewed upside thrust, keeping pressure on long-duration Treasuries. In this setup, U.S.

^SPUSTBMP^TNX^TYX+4

May 12, 2026

·1 min read
Oil drilling rig in snowy Alaska landscape illustrating renewed crude investment by major producers
NEWS

Oil Majors Renew Push Into Alaska

Big oil ramps Alaskan investment and projects, set to reshape production forecasts and regional market dynamics.

COPREPeXOM

May 12, 2026

·3 min read
AI Stack Power: Chips Versus Platforms
NEWS

AI Stack Power: Chips Versus Platforms

Artificial intelligence is emerging as a central growth driver for global equity markets through 2030, but the ultimate value capture along the stack remains uncertain.

NVDAMSFTAAPL+3

May 12, 2026

·2 min read
Chart of energy sector and commodity prices rising after stronger China PPI data on May 11
MARKET BRIEF

China PPI Surprise Boosted Energy

May 11: China's stronger PPI lifted commodity prices and energy shares; softer U.S. home sales restrained mortgage demand.

SPXDJIA^IXIC+19

May 11, 2026

·4 min read
Neutral Sentiment Leaves Equities Uncrowded
NEWS

Neutral Sentiment Leaves Equities Uncrowded

Investor sentiment surveys currently show roughly neutral readings, with bullish and bearish responses closely balanced rather than skewed toward euphoria or panic.

SPXSPYVOO+2

May 11, 2026

·1 min read
Warehouse shelves with shipping boxes symbolize GME $GME takeover bid for online marketplace stock $EBAY
NEWS

GameStop makes $55.5bn bid for eBay

Retail-investor led firm seeks takeover of major online marketplace, offering a hefty premium and securing $20B financing

EBAYGME

May 11, 2026

·3 min read
NOK/SEK, Oil Swings And Regime Shifts
NEWS

NOK/SEK, Oil Swings And Regime Shifts

The Norwegian krone (NOK) has a documented but unstable link to Brent crude, while the Swedish krona (SEK) is typically less directly tied to oil.

USOILNOKSEK=XEQNR+1

May 11, 2026

·1 min read
AI Power Push Lifts Storage, Onsite Names
NEWS

AI Power Push Lifts Storage, Onsite Names

SoftBank is committing significant capital to energy infrastructure for AI data centers, including a $1 billion investment in SB Energy to expand renewable generation and grid-scale battery storage...

9434.TBEFCEL+9

May 11, 2026

·2 min read
Memory Chip Rallies Flash Blow-Off Signals
NEWS

Memory Chip Rallies Flash Blow-Off Signals

Micron Technology (MU) and SanDisk-style memory names are now exhibiting classic late-stage momentum behavior, with sharp upside moves driven by very large daily candles, repeated upside gaps, and...

MUSNDKWDC+3

May 11, 2026

·1 min read
Toyota Capital Lifts Focus On Joby
NEWS

Toyota Capital Lifts Focus On Joby

Joby Aviation (JOBY) has closed a $250 million equity investment from Toyota Motor Corporation, expanding an existing strategic relationship between the two companies.

JOBYTMPLTR

May 10, 2026

·1 min read