New York Manufacturing Activity Decelerated in September
The Federal Reserve Bank of New York said its statewide manufacturing index of business conditions came in at 7.6, pulling back from a four-year high of 20.6 in August.
Market News
Dorchester Minerals: Don't Panic When The Distribution Drops Next Quarter
Dorchester Minerals offers a forward yield above 17% and remains a compelling income play, supported by robust Q2 results and a pristine balance sheet. Q2 2026 saw net income surge 150% year-over-year, with distributions boosted by a one-time Midland County settlement; normalized payouts remain strong. Recent insider buying and a Williston Basin acquisition reinforce confidence in DMLP's strategy of debt-free, unhedged growth via unit-funded mineral deals.
An AI bubble is no longer Wall Street's biggest fear. This market risk just took its place.
Global fund managers are more worried about a “disorderly rise” in bond yields than a bubble for AI, says Bank of America's latest survey.
Private sector is 'the right place' to solve AI threats, White House's Hassett says
The private sector can address the risks posed by rapidly advancing artificial intelligence, National Economic Council Director Kevin Hassett told CNBC. President Donald Trump decried AI industry leaders and others who have raised alarms about their own nascent technology.
5 Things to Know Before the Stock Market Opens on Tuesday
Stock futures are slightly lower this morning as bond yields and oil prices continue rising; the yield on the 10-year Treasury hit its highest level since 2007; the Fed's policy committee is set to begin a two-day meeting, with a decision on interest rates coming tomorrow afternoon; bitcoin is falling ahead of a key Senate vote on a bill that would introduce new regulations to the crypto sector; and shares of Dave & Buster's are plunging after a weak earnings report. Here's what you need to know today.
The ‘Magnificent Seven' has its mojo back and is poised to reach fresh highs
The “Magnificent Seven” basket of mega-tech stocks is on the verge of an imminent breakout that should spark a sharp rally in the large-cap tech sector, according to Fundstrat.
Trump calls AI fears a 'hoax', Treasury yields surge, Moynihan's warning and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
A-Shares Search For Bottom As Broad Market Exposure Gains Appeal
A-shares remained subdued amid the pressure of high oil prices and elevated interest rates, with trading volume declining sharply as investors waited for key economic data. External conditions grew to the most negative for equities as tensions in the Middle East intensified and Brent crude moved above the US$90-100 per barrel range.
China Lost 19-1: The Trump-Xi Meeting Could Test A New Alignment
The G20 finance ministers' vote ended 19–1, isolating China and signaling growing global concern over its trade surplus and non‑market policies. The September 24 Trump–Xi meeting comes just weeks before key tariff and export‑control deadlines, making it a pivotal moment for supply‑chain strategy.
Santoli: The youthful phase of AI is over. What it means for investors
The AI narrative has flipped to a focus on the risks with the tech unpopular with the public and projections of order backlogs beyond a few quarters now suspect. But there may be a silver lining for investors revealed in the AI slowdown.
Former Cleveland Fed Pres. Mester: No convincing evidence inflation is on downward path back to 2%
Loretta Mester, Princeton University Griswold Center for Economic Policy senior scholar and former Cleveland Fed president, joins 'Squawk Box' to discuss the Fed's two-day policy meeting, what to expect from Fed Chairman Kevin Warsh, the Fed's inflation fight, interest rate outlook, and more.
Coherent: Riding The AI Optics Boom
Coherent Corp. is capitalizing on surging AI data center demand, with 800G and 1.6T optical modules driving record revenues and margin expansion. COHR's Datacenter & Communications segment now generates 79% of revenue, growing 58.6% year-over-year, while the company accelerates its shift to higher-margin products. Despite a high forward P/E of 32.4x, rapid profit growth and a low PEG ratio of 0.62x justify a bullish stance for investors focused on 2027 results.
European chip startup Axelera wins AI factory supply deals and launches second chip
Dutch chipmaking startup Axelera AI has signed multiple contracts to supply chips to AI factories, it said on Tuesday as it launched "Europa", its second generation of chips, which can be used in specified Dell and Supermicro products.
Global Shocks Accelerate North American LNG Growth
Middle East supply disruptions and record-low European storage levels have driven international natural gas benchmarks to multi-year highs. While long-term contracts insulate North American exporters from spot volatility, persistent global deficits are providing the commercial incentive necessary to accelerate a historic capacity expansion.
Wells Fargo Series DD Vs. AA Pfds, With The Latter A Buy
Wells Fargo & Company preferred Series AA is rated Buy for its attractive 6.9% yield and low risk profile. Both Series DD and Series AA are now callable, but current pricing indicates low call risk for either issue. WFC's preferred dividend safety is underpinned by a 23x net income-to-dividend ratio and 11x par coverage by common equity.
Fed 'ought' to hike 50bps to keep 10-year yield from pushing past 5%: Strategist
Sri-Kumar Global Strategies' Komal Sri-Kumar says the Fed “ought” to raise rates by 50 basis points, arguing that an expected quarter-point move may fail to contain inflation concerns and could push 10-year Treasury yields above 5%. He expects geopolitical tensions, higher oil prices and tariffs to keep upward pressure on long-term yields.
China's return to the oil market could push crude prices higher: Analyst
Clay Seigle, Nonresident Scholar at Energy Security, says China's pullback in crude buying helped keep a lid on oil prices during the conflict, but its return to the market is now adding upward pressure. He says prolonged energy disruptions could trigger further policy intervention, while higher oil prices pose a major headwind to a more dovish Federal Reserve.
T. Rowe Price: Zero Analysts Say Buy, Four Say Sell, And The Cash Flow Says Otherwise
T. Rowe Price is undervalued, with a buy rating and 15–20% upside, as its asset outflows are far slower than market fears suggest. A retirement-heavy asset base and expanding alternative vehicles provide stability, with two-thirds of AUM in sticky, long-duration channels supporting future profit pools. TROW's operating margin expanded from 34.9% to 37.1%, aided by expense discipline, revenue growth, and a debt-free balance sheet funding a near-5% dividend yield.
CLARITY Act reaches MAKE-OR-BREAK Senate moment as crypto industry FIGHTS for passage
Host Taylor Riggs and Blockchain.com CEO Peter Smith discuss President Donald Trump's support for new cryptocurrency ethics requirements under the proposed Clarity Act.
Why AI Executives Might Actually Want To Slow The Arms Race
AI developers face a prisoner's dilemma: slowing alone risks losing leadership, while continuing the arms race drives training and infrastructure costs sharply higher. Stronger AI regulation could effectively force major competitors to slow down together, reducing the competitive penalty for cutting investment first.
