“If Bessent can buy back these bonds that were issued during COVID period and they’re pricing at 50 to 60 cents on the dollar … that seems like a great way to do it”

by Marketing | Oct 1, 2026 | Market Notes, Media Notes

Treasury’s smaller-than-expected buybacks fuel debate over aims

“NVIDIA tells investors that it sees the current AI buildout as durable rather than a short-term spike”

by Marketing | Sep 30, 2026 | Market Notes, Media Notes

 Nvidia makes a statement with historic $150 billion buyback announcement

“Right now, affordability is a key issue and the easy scapegoat here is going to continue to be an AI capex spend and putting it on a pedestal [as] the main reason for affordability problems”

by Marketing | Sep 30, 2026 | Market Notes, Media Notes

How the Midterms Could Break the AI Trade

“The only thing that [the Fed] they can do is slow demand down”

by Marketing | Sep 30, 2026 | Market Notes, Media Notes

U.S. longer-dated yields extend recent run-up after upbeat economic data

“AI is the main character of the markets novel right now”

by Marketing | Sep 23, 2026 | Market Notes, Media Notes

Nasdaq Powers to a New High. AI Leaves Rest of Market in the Dust.