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AlphaBlog

The Fed Pauses, the Market Doesn’t

A divided Fed hold is pushing yields higher and exposing a simple truth: expensive assets do not become safer when discount rates rise. The tape is calm at the index level, but small caps and long-duration assumptions are taking the message more seriously.

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Market News

Major Dulles Makeover Pushed By Trump

Major Dulles Makeover Pushed By Trump

Bloomberg CityLab's Kriston Capps says a proposed $20 billion overhaul of Washington Dulles International Airport would replace aging concourses, eliminate the airport's signature mobile lounges and create a more modern hub centered on United Airlines' long-term growth strategy. He says the project would largely be funded through passenger fees, while raising broader questions about cost, design and President Donald Trump's vision for reshaping infrastructure in the nation's capital.

Aug 02, 2026 07:58 AM youtube.com
A Hawkish Hold, A Steeper Curve

A Hawkish Hold, A Steeper Curve

U.S. equities advanced despite a divided Fed, as three policymakers favored a rate hike while Chair Warsh left markets debating whether officials are pausing or potentially falling behind the curve. The Treasury yield curve steepened sharply after the Fed meeting, with the 30-Year Yield reaching its highest level since 2007 while markets saw higher odds of a September rate hike. The S&P 500 rebounded 1.1% after two weekly declines, while mega-cap technology stocks posted mixed reactions as investors demanded clearer evidence that aggressive AI spending will generate durable earnings.

Aug 02, 2026 05:00 AM seekingalpha.com
Op-ed: The U.S. lead over China in AI is all but gone

Op-ed: The U.S. lead over China in AI is all but gone

Many in the U.S. contend that we still have a lead over China in the AI race, but recent events show Washington forced to respond to China competing at the frontier with successive breakthroughs. The headlines surrounding DeepSeek, Moonshot AI's Kimi K3, Alibaba's Qwen family of models, Tencent's Hunyuan, Zhipu AI, and MiniMax demonstrate that China has cultivated an AI ecosystem capable of repeatedly producing world-class capabilities across multiple firms.

Aug 02, 2026 04:30 AM cnbc.com
Talks Resume as Trump Pauses Iran Strikes

Talks Resume as Trump Pauses Iran Strikes

Bloomberg's Jeff Mason and Dan Williams say President Donald Trump is pausing planned military action against Iran to allow negotiations over the Strait of Hormuz and Iran's nuclear program to continue, while warning the pause depends on reaching a deal quickly. They say Israel remains cautious, Gulf states are increasingly pursuing their own security strategies, and any agreement on shipping through Hormuz could reshape the regional balance of power even as broader conflicts in Gaza and Lebanon continue.

Aug 02, 2026 04:18 AM youtube.com
5 Things To Consider Ahead Of Coherent's Quarterly Report

5 Things To Consider Ahead Of Coherent's Quarterly Report

Ahead of its earnings report coming up, Coherent experienced significant volatility, with shares rallying above $400 before retreating to around $225 amid sector-wide hardware supplier selling. Q3 saw 20.7% Y/Y revenue growth to $1.81B, driven by datacenter and communications, with gross margin rising to 39.6%. COHR guided Q4 revenue of $1.91B–$2.05B and a non-GAAP gross margin of 39–41%, citing record bookings and a backlog extending into 2028.

Aug 02, 2026 04:00 AM seekingalpha.com
We are a few years away from bringing back the WOOLLY MAMMOTH, says Colossal Biosciences founder

We are a few years away from bringing back the WOOLLY MAMMOTH, says Colossal Biosciences founder

Colossal Biosciences founder Ben Lamm discusses his company's efforts to bring back extinct animals on 'Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #woollymammoth #mammoth #benlamm #colossalbiosciences #science #technology #biotechnology #genetics #extinction #animals #wildlife #conservation #innovation #future #research #nature

Aug 01, 2026 12:00 PM youtube.com

Stock News