Growth Funds Pull In $8.78 Billion Even as Tech Funds Lose $4.62 Billion
U.S. growth funds drew $8.78B while tech funds shed $4.62B, as bonds and cash also saw big bids. Data quirks and rate hopes explain...
Author
Stories by Marcus Vale
Marcus Vale covers global financial markets, including stocks, commodities, currencies, and major economic developments. His reporting examines the forces driving market sentiment, from central bank decisions and corporate earnings to inflation, geopolitical risk, and shifts in investor positioning.
84 stories
Latest stories
AI's $220 Billion Debt Wave Is Pushing Real Bond Yields Toward Multi-Decade Highs
Amazon's $220B 2026 capex pivot and a $700B+ AI buildout are fueling record IG issuance, lifting long-term real yields toward multi-decade highs.
AI's $220 Billion Debt Wave Is Pushing Real Bond Yields Toward Multi-Decade Highs
US 30‑year real yields near 3% as AI‑linked bond sales hit $220B in 2026, making up ~13% of IG supply. Investors face harder trade‑offs...
Berkshire Turns Buyer Again Under Greg Abel as Its Cash Starts Moving Back Into Stocks
Berkshire Hathaway cash is rotating back into stocks under Greg Abel as T-bill comfort gives way to selective buys. Sectors, signals, and risks to...
Paytm Reaches a 56-Month High After Bernstein Turns More Bullish
₹220 crore Q1 profit and a 56‑month high put Paytm back in focus as Bernstein turns more bullish; Citi vs CLSA targets frame the...
Intel Chooses Dilution: A 5 Billion Share Sale to Fund Its Foundry Push
Q2 2026 revenue $16.13B, Foundry $5.77B, and capex lifted above $20B frame Intel’s push as it eyes a massive equity raise. What dilution could...
MarineMax Soars 45% on Blackstone's $1.5 Billion Take-Private Deal
45% intraday surge puts MarineMax in focus as Blackstone lines up a reported $1.5B take-private. Spread math, playbook, and the real risks on the...
Munich Re Grows Profit 6%, but the Stock Falls as Europe's Earnings Bar Keeps Rising
Munich Re profit rose 6% while shares fell as Europe’s earnings season set a tougher bar. We unpack guidance, valuation pressure, and the risks...
Wall Street's Next Number Is 3.4% as July CPI Threatens the Record-High Rally
3.4% CPI line-in-the-sand sets up a risk test with stocks near records and yields twitching. See scenarios for equities, bonds, the dollar, Bitcoin, and...
Kingspan Rockets 17.8% as Data Centers Become a Building-Materials Growth Engine
Kingspan’s 17.8% surge tracks a hyperscaler capex wave topping $690B in FY26 and mega‑campus builds at Meta. The building‑materials read‑through is getting loud.