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This week’s big-box reports matter more than the tape. Walmart, Target, Home Depot, and Lowe’s will show whether the U.S. consumer is still spending, just trading down, or finally tiring under higher prices and rates.
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Global government bond yields rose to multiyear highs as a lack of progress in resolving Middle East tensions lifted oil prices and sparked worries about risks of a prolonged period of elevated inflation.
Most leading US publicly traded managed care insurers raised their full-year earnings estimates following second quarter results, despite increasing medical costs and membership attrition. Many of the top publicly traded US managed care insurers' medical costs rose in the second quarter of 2026, following notable increases throughout 2025.
Sea Limited is structurally undervalued, with an 18% upside to my $141/share fair value estimate. SE's diversified model—Shopee, Monee, and Garena—drives sustainable growth, with 32%+ five-year revenue CAGR and expected FY2026 revenue of $31 billion. CEO Forrest Li's owner-operator mindset and operational excellence underpin SE's rapid turnaround and margin expansion potential.
Diesel buyers are competing for shrinking supply amid disruptions in Russia and the Middle East, with the U.S. at the center of a scramble that could intensify into the winter.
Long-dated Treasurys sell off again
Tuesday saw yields on U.S. 30-year Treasury yields add over 1 basis point to trade at around 5.322%, hovering just below its highest level since 2002.
Saudi Aramco resumed oil loading from inside the Strait of Hormuz last week and has more tankers waiting to load as the state energy giant offers spot heavy crude cargoes, according to shipping data and trade sources.
Two Chinese shipping giants have stopped sending oil tankers through two Middle East chokepoints amid ongoing conflict and are instead collecting oil cargoes outside the Gulf, according to three industry executives, tanker trackers and a ship broker.
While all investment markets are predictive by nature, gold and bonds are the most sensitive in sniffing out market imbalances and the sometimes-volatile rebalancings ahead. Gold broke out of the price channel that has held the price in check since the summer began.
President Trump threatens to bomb ally Oman should it impede efforts to re-open the Strait of Hormuz following yesterday's expiration of the MOU with Tehran with no immediate signs of diplomatic efforts from both sides. Brent moves to beyond $90 a barrel as a result while equities and bonds suffer losses.
Humanoid-robot startup Unitree's coming listing could unleash a fundraising frenzy across China's robotics sector, with the debut serving as a key test of market appetite
The yield on the 30-year U.S. Treasury has surged to its highest level in 19 years. Some strategists see scope for the selloff to go further.
The net percentage of S&P 500 stocks at 52-week highs has stayed above zero for 38 straight trading days, meaning new highs have continued to outnumber new lows. The index has also closed more than two standard deviations above its 50-DMA eight times in the last ten trading days.
Fast-growing nicotine pouches have emerged as one of Big Tobacco's most important bets on a future beyond cigarettes, offering rapid growth, attractive margins and, for now, lighter regulation than many rival smoking alternatives.
The yield on 30-year US Treasuries hit the highest in almost two decades, reflecting investor angst. Bloomberg News reporters and experts unpack what's driving the selloff — from government debt to Big Tech's AI spending binge — and whether it will derail global stock markets.
U.S. equity markets advanced this week, with gains spread across most major ETFs and sector benchmarks. The lowest expense ratio S&P 500 ETF SPYM, the SPDR Portfolio S&P 500 ETF, is up 4% with the Invesco Nasdaq-100 ETF, QQQM, up 6.3%.
Pembina Pipeline delivered solid Q2 2026 results, with 11.7% net revenue growth and 5% adjusted EBITDA growth, maintaining full-year guidance. PBA's business model is anchored by 85%-90% fee-based EBITDA, durable contracts, and an integrated asset network, reducing commodity price sensitivity. Management targets 5%-7% annual fee-based EBITDA per-share growth through 2030, with major projects like RFS IV, Heartland Extraction, Cedar LNG, and Greenlight underpinning the outlook.
Crude oil prices remain supported by U.S.-Iran tensions and limited traffic through the Strait of Hormuz, while technical breakouts could extend the recovery in WTI and Brent.
U.S. equity markets finished the week mixed but generally resilient, with the S&P 500 reaching a new record high. Market pricing now implies just a 32% probability of a September rate hike, down sharply from 72% at the start of the month.
A cargo vessel was struck by a projectile while transiting the Strait of Hormuz: UKMTO. An Iranian military spokesperson reportedly warned vessels attempting passage through the Strait of Hormuz will "find several beautiful holes in their hulls.
Diageo PLC (LSE:DGE) has appointed former Procter & Gamble Beauty chief executive R. Alexandra “Alex” Keith as a non-executive director, adding more than 35 years of international consumer goods experience to its board.
Tandem Diabetes Care NASDAQ: TNDM highlighted its plans to expand insulin pump adoption through a shift to pharmacy distribution in the U.S., direct sales in additional international markets and upcoming product launches, including a tubeless version of its Tandem Mobi pump.
Apple stock (NASDAQ: AAPL) could have roughly 31% upside after Rothschild & Co Redburn upgraded the shares to Buy from Neutral and raised its price target to $400 from $260. Rothschild & Co Redburn upgraded Apple to Buy from Neutral and lifted its price target to $400 from $260.
Bloom's outlook makes me think that management sees enormous demand from data centers needing fast, reliable electricity. The company says it isn't dependent on China for scandium, a vital material, removing a potential bottleneck to scaling.
Bitmine bezit 4,8% van het totale ETH-aanbod van 120,7 miljoen Bitmine heeft in slechts 14 maanden 96% van het doel van de 'Alchemy of 5%' bereikt In juli
TransMedics Group NASDAQ: TMDX outlined its growth strategy at Canaccord Genuity's 46th Annual Global Growth Conference, highlighting investments in kidney transplantation, European expansion, next-generation technology and broader adoption in heart and lung transplantation.
BOGOTÁ, Aug. 18, 2026 /PRNewswire/ -- Ecopetrol S.A. ("Ecopetrol" or the "Company") (BVC: ECOPETROL; NYSE: EC) announces that, through its wholly owned subsidiary Ecopetrol Investimentos do Brasil Ltda.
DALLAS--(BUSINESS WIRE)--Copart, Inc. (NASDAQ: CPRT) today reported that David J. Berger has joined Copart's Board of Directors, effective August 13, 2026. Mr. Berger, 67, currently serves as a Senior Partner of Wilson Sonsini Goodrich & Rosati, P.C., a law firm, where he has practiced since 1989 and has served as a Partner for more than twenty years. His practice focuses on corporate governance, mergers and acquisitions, and shareholder activism. He has held a number of leadership position.
AMD needed this deal with Microsoft. AMD's stock remains extremely pricey.
Horace Mann Educators delivered record Q2 2026 core earnings, beating expectations by over 60% and raising FY 2026 EPS guidance. Recent acquisitions expand HMN's client base beyond educators, expected to add 100 basis points to ROE and be immediately accretive. Book value per share rose 11.4% year-over-year; forward PE remains below 11, supporting the Buy rating and attractive valuation.