Bonds at a 20-year high. One AI chip stock is up 100% YTD and reports earnings Wednesday. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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Bonds Hit a 20-Year Record Last Week. Here's Your Move for Tuesday.
By The Numbers
- 7,108. The S&P 500 closed Friday at 7,108, down roughly 3% on the week as rising yields pushed investors out of equities.
- 5.07%. The 30-year Treasury yield on May 22, its highest level in nearly 20 years, signaling that bond markets are repricing U.S. fiscal risk.
- $2 trillion. Projected 10-year deficit added by the Big Beautiful Bill, the spending package markets spent last week digesting.
- $81.62 billion. Nvidia Q1 FY2027 revenue, up 85% year over year, confirming AI infrastructure spending is still accelerating.
- +100%. Marvell Technology's (MRVL) year-to-date gain as of Friday. The stock reports Q1 FY2027 earnings this Wednesday after the bell.
The BriefThe 30-year Treasury closed at 5.07%, its highest in nearly 20 years. With the Fed unable to cut rates while inflation stays sticky, bonds are repricing everything. The one bright spot was AI infrastructure. Nvidia posted $81.62 billion in Q1 FY2027 revenue, up 85% year over year. That spending flows through the supply chain. Marvell Technology, up more than 100% year-to-date, is one of the clearest beneficiaries and reports earnings this Wednesday after the bell.
Stock of the Week Marvell Technology (MRVL)
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