The 10-year Treasury yield just pushed above 5%, hitting its highest level since 2027. That is putting pressure on housing stocks as higher yields can push mortgage rates higher and make borrowing more expensive. $Z — Zillow $RKT — mortgages $PHM — homebuilder $DHI — homebuilder #StockMarket

Today’s AI rally left Nvidia behind. Meta’s Muse agent is fueling a new bet that AI agents could drive more demand for CPUs alongside GPUs, especially as inference workloads grow. $ARM +15% $INTC +12% $AMD +10%, now a $1T company $NVDA +2% The question is, does the CPU trade have legs? #Stocks #AI

AI agents just got a pretty big upgrade. Salesforce just unveiled Koa, its first CRM reasoning model for Agentforce, built on NVIDIA Nemotron and trained on 27 years of CRM intelligence. 3× fewer errors. Enterprise AI is moving fast. #AI #Salesforce #Agentforce #NVIDIA

The 10-year Treasury yield touched 5.04% today, its highest since 2007. Its rolling correlation with oil hit 0.96, according to BMO. Higher yields can push mortgage rates higher. Fed decides tomorrow. #Stocks #Fed #Oil #Treasury

US Crypto markets are under pressure. $BTC is hovering around $77K, while $ETH and $SOL are also lower. Meanwhile, traders are watching the Senate’s CLARITY Act vote today, a key step toward defining how digital assets are regulated in the U.S. #Bitcoin #Crypto #XRP

long-term stocks to watch in 2026. These are my 6 picks. 👉 $GOOGL $MSFT $AMZN $AVGO $NVDA $BRK.B They’ve got Strong businesses, AI growth, cash flow and long-term potential. But don’t chase hype. Valuation matters a lot. Which one would you buy?😊

Qualcomm makes phone chips. Today it became an AI chip supplier to Amazon, and $QCOM opened sharply higher. Second deal like this in 3 weeks. Google did it with $MRVL in August. Big Tech is now taking stakes in its chip suppliers to lock in custom AI chips. #AI #stocks

Airlines are red pre-market and the reason is not airlines. Brent crude is near $100 after strikes shut some Saudi Aramco sites. Jet fuel is their biggest cost after wages. $UAL $DAL $AAL $LUV down. $XOM $CVX up. US markets were shut Monday, so watch it land at today's open.

Anthropic is considering allowing existing shareholders to sell shares in its IPO while extending lockups to limit post-listing volatility. The company could file soon, with a potential IPO as early as late September. #Anthropic #AI #IPO

$MU is going BIG on AI memory. $MU is investing $10B in U.S. research labs focused on next-gen memory, AI and advanced packaging. With AI driving huge HBM demand, Micron is positioning itself for the next major semiconductor investment cycle. $MU #AI #HBM #Semiconductors

4 Energy Stocks I’m Watching 1. Bloom Energy ($BE)

$MRVL is up 6% today after Rosenblatt raised its price target to $300 from $240, and Susquehanna raised its target to $265 from $230. Both see strong AI networking demand and expect another beat-and-raise quarter. #MRVL #AI #Stocks #Semiconductors

5 STOCKS TO WATCH TODAY 👇 1. $AAPL 2. $NVDA 3. $MU 4. $SNDK 5. $AMD AI + semiconductors are driving today’s action, with NVDA’s upcoming earnings, adding another major catalyst. Watch volume, momentum and key levels closely. Tell me😊which one are you trading? #Stocks #StockMarket #Trading #AI #Semiconductors

Bitcoin's jump isn't about crypto. The Treasury will buy back its own debt twice as fast. Traders say that weakens the dollar, so money goes to what can't be printed: $BTC, gold. $BTC hit a 3 month high overnight, then faded. Inflation data lands Wednesday. #Bitcoin #Gold

Nvidia $NVDA is under real pressure ahead of tomorrow’s earnings.

If you own all of these stocks, you don't own 5 stocks. You own 1 bet. 1. $MU -7% 2. $INTC -4% 3. $CRWV -4% 4. $NVDA -3% 5. $AAOI -13% Same AI buildout, same customers, so they drop together. Wednesday's $NVDA report decides all five.👍 #AI #Stocks #Investing

If you own AI stocks, watch this closely. Nvidia reports Wednesday, and its AI infrastructure suppliers are already getting hit: $AAOI -13% — $600M share offering $COHR -5% $LITE -5% $STX -3% The real question is what does $NVDA say about AI demand?

Whole market is red today. Crypto stocks didn't get the memo. 1. $MARA +9.4% 2. $COIN +6.6% 3. $MSTR +6.4% 4. $RIOT +4.1% The driver isn't price, it's Washington. The Senate's first vote on the crypto CLARITY Act is set for Sept 15. #Crypto #Bitcoin #Stocks

US stocks closed red. Crypto didn't get the memo. $BTC is back above $64K, up 2.3% on the day. $ETH plus 1.7%, $SOL plus 1.6%, the whole board is green. Wednesday's Fed minutes are the next signpost to watch. #Bitcoin #Crypto #Markets

3 stocks to watch👇 $FN posted record Q4 revenue of $1.32B, up 45%, yet is down about 7% after hours near $557. $LUNR closed +7.2% at $20.38 on a $600M contract win. $NKE closed -4% at $39.09, a 12-year low. A beat doesn't guarantee a rally. #Stocks #Earnings #StockMarket