AI hyperscalers' massive capex fuels 2026 bond issuance surge to $2.46T; spreads widen, CDS costs triple for Oracle.
Coinbase opposes crypto bill citing consumer risk & competition fears; stablecoins offer 3.8% vs. bank 0.14%.
Fed officials push back on rate cut pressure; traders now price in lower chances of early cuts.
Tech & financials rally on strong earnings & trade deals; Fed rate hold expected. S&P 500 down 0.3% weekly.
Nikkei 225 futures show mixed action with slight dips across contracts; watch volume shifts.
NVDA jumps 2.8% on TSMC's strong AI chip demand; analysts see 'unusually cheap' valuation.
The White House said new US tariffs on advanced AI chips were only a “phase one” action, warning further semiconductor levies could follow pending talks with countries and companies, keeping trade and supply-chain risks elevated.
Must Read