Financial Briefing

Market Analysis Report

May 15, 2026 · 09:18 UTC

10Key Highlights
8Sectors Covered
8Risks Identified
11Strategies
100Headlines Analyzed
60

Market Score

Neutral

Executive Summary

Key market highlights and overall sentiment assessment

Key Highlights

  • Inflation surged to 3.8% in April, its highest in nearly three years, driven by the Iran war and rising oil prices.
  • S&P 500 and Nasdaq 100 hit new record highs, led by AI and chip stocks, despite inflation fears and bond selloffs.
  • Global bond selloff worsens as yields spike, with Japan yields hitting record highs and Fed officials flagging rate-hike scenarios.
  • Cerebras IPO soared 90% in the year's biggest IPO, signaling strong AI demand, while Nvidia rallied on CEO's China trip with Trump.
  • Iran war tensions persist, with oil heading for weekly advance and U.S.-China talks avoiding chips discussion, but Trump-Xi summit offers hope for stabilization.
  • Fed chair transition: Kevin Warsh named next Fed chair, confirmed by Senate, as inflation risks tilt higher and rate cuts may be delayed.
  • Tech layoffs continue: Silicon Valley giant cuts 4,000 jobs despite record revenue, Cisco to cut 5% of jobs, LinkedIn plans layoffs.
  • Commodities: Gold and silver fall on rate-hike bets, while oil steadies ahead of Trump-Xi talks; UAE to double oil export capacity bypassing Hormuz by 2027.
  • Consumer pain: Grocery prices jumped most in nearly four years, and producer prices spike, adding to inflation concerns.
  • Geopolitical risks: Taiwan issue lingers but U.S. and China agree to stabilize ties; South Africa evacuates sub-Antarctic base due to fuel delay.

Market Sentiment

Neutral
60/100

Market Insights

Sector trends, themes, and emerging market dynamics

Key Market Themes

Inflation resurgence and rate hike fears dominate macro outlookAI and semiconductor boom continues, but with selective layoffsGeopolitical risks: Iran war, U.S.-China tensions, Taiwan issueGlobal bond selloff and rising yields across developed marketsOil supply disruptions and energy transition investmentsFed leadership transition and policy uncertaintyConsumer price pressures from food and energyIPO market revival with Cerebras successActivist investor influence in Japan and globallySupply chain diversification (rare earths, nuclear, UAE oil capacity)

Sector Analysis

Energy & Oil

Oil prices heading for weekly advance as Iran war resolution remains at impasse. UAE plans to double oil export capacity bypassing Hormuz by 2027. Nuclear supplier boosted outlook on AI data center demand.

Oil supply risks persist, supporting prices. The UAE's capacity expansion could ease long-term supply concerns. Nuclear energy benefits from AI data center power needs.

Fixed Income & Bonds

Global bond selloff deepens as inflation fears drive yields higher. Japan yields hit record highs. Gilts slump on political uncertainty. Inflation-linked bonds come back in fashion.

Rising yields reflect repricing of rate expectations. Bonds are unattractive in the short term, but TIPS and I-bonds offer inflation protection. Duration risk is elevated.

Consumer & Retail

Grocery prices jumped most in nearly four years. Producer prices spike ('Tabasco hot'). Ford stock surges on new energy storage business. Allegiant Air and Sun Country merge.

Consumer inflation is biting, especially in food and energy. Discretionary spending may slow. Ford's pivot to energy storage is a positive diversification. Airline merger could reshape budget travel.

Commodities (Gold, Silver)

Gold and silver fall as inflation fears fuel rate-hike bets. Oil steadies. Rare earth stocks climb (USA Rare Earth).

Precious metals under pressure from rising real yields and rate hike expectations. Rare earths benefit from supply chain diversification and AI demand.

Healthcare & Biotech

ImmunityBio faces securities fraud lawsuit. PolyPid, Kornit Digital, and other small biotechs report earnings. Whitehawk Therapeutics gets 'Hold' rating.

Biotech sector remains volatile with legal and regulatory risks. Focus on companies with strong pipelines and cash positions.

Financial Services

Mizuho plans to reduce Orico stake after activist pressure. Carter Funds appoints new SVP. South Africa outlook upbeat despite oil shock. African borrowers get creative on debt sales.

Activist pressure continues in Japan. Emerging market debt markets are adapting to higher rates. South Africa's resilience is notable.

Real Estate & Infrastructure

Specsavers invests £7m in UK factory expansion. Hyatt to host investor day. National Vision Holdings reports earnings.

Selective capex in retail and hospitality. Consumer-facing real estate may face headwinds from inflation.

Risk Assessment

Identified risk factors, impact levels and mitigation strategies

High

Inflation Surge and Rate Hike Scenario

High

Mitigation: Increase allocation to inflation-protected securities (TIPS, I-bonds), reduce duration, overweight commodities and real assets.

High

Geopolitical Tensions (Iran War, U.S.-China, Taiwan)

Medium

Mitigation: Diversify geographically, increase exposure to defense and energy stocks, hedge with gold and oil futures.

High

Global Bond Selloff and Rising Yields

High

Mitigation: Reduce bond duration, favor floating-rate notes, consider short-dated Treasuries or cash equivalents.

Sources:81234666794
Medium

Tech Sector Layoffs and Valuation Concerns

Medium

Mitigation: Focus on AI leaders with strong cash flows, avoid overvalued names, monitor earnings quality.

Sources:2398398
High

Oil Price Volatility and Supply Disruptions

Medium

Mitigation: Overweight energy stocks, consider oil futures or ETFs, monitor Iran war developments and UAE capacity expansion.

Sources:214386
Medium

Consumer Spending Slowdown from Inflation

Medium

Mitigation: Reduce exposure to discretionary retail, favor staples and discount retailers, monitor grocery price trends.

Sources:3563100
Medium

Fed Policy Uncertainty (New Chair, Rate Path)

High

Mitigation: Prepare for delayed rate cuts, possibly rate hikes. Favor value stocks, financials, and short-duration bonds.

Sources:30537893
Medium

Emerging Market Outflows (Korea, Japan)

Medium

Mitigation: Reduce exposure to EM equities sensitive to global yields, focus on domestic demand stories.

Sources:93491
Stocks Hit as Inflation Angst Sends Yields Higher: Markets Wrap8

Stocks Hit as Inflation Angst Sends Yields Higher: Markets Wrap

Bloomberg
Global Bond Selloff Worsens as Rising Oil Prices Spook Investors12

Global Bond Selloff Worsens as Rising Oil Prices Spook Investors

Bloomberg
How Iran War Put Inflation-Linked Bonds Back in Fashion19

How Iran War Put Inflation-Linked Bonds Back in Fashion

Bloomberg
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back24

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

Bloomberg
Japan Yields Rise to Record Highs on Global Inflation Fears34

Japan Yields Rise to Record Highs on Global Inflation Fears

Bloomberg
‘Tabasco hot’: Prices for businesses spike, adding to growing inflation concerns35

‘Tabasco hot’: Prices for businesses spike, adding to growing inflation concerns

CNBC
Odd Lots: Albert Edwards Believes Inflation Will Surge (Podcast)38

Odd Lots: Albert Edwards Believes Inflation Will Surge (Podcast)

Bloomberg
Latest Inflation Numbers Reflect Impact of War With Iran56

Latest Inflation Numbers Reflect Impact of War With Iran

CNBC
Grocery prices jumped more in April than they did in nearly four years63

Grocery prices jumped more in April than they did in nearly four years

CNBC
Global equities rise with the dollar, bond yields as US inflation soars66

Global equities rise with the dollar, bond yields as US inflation soars

Yahoo Finance
Should you buy Series I bonds as inflation heats up again?81

Should you buy Series I bonds as inflation heats up again?

Yahoo Finance
Boston Fed’s Collins Flags Rate-Hike Scenario as Inflation Risks Tilt Higher - WSJ93

Boston Fed’s Collins Flags Rate-Hike Scenario as Inflation Risks Tilt Higher - WSJ

The Wall Street Journal
Inflation surged to 3.8% in April, its highest level in nearly three years100

Inflation surged to 3.8% in April, its highest level in nearly three years

CNBC
Greer Says He Doesn't Expect Taiwan Issue to Affect Trade With China | The Asia Trade 5/15/20263

Greer Says He Doesn't Expect Taiwan Issue to Affect Trade With China | The Asia Trade 5/15/2026

Bloomberg
Advisor quotes Mike Tyson after S&P 500's 9% Iran war drop: 'Everyone has a plan until they get hit in the mouth'17

Advisor quotes Mike Tyson after S&P 500's 9% Iran war drop: 'Everyone has a plan until they get hit in the mouth'

Yahoo Finance
Oil Heads for Weekly Advance With Iran War Resolution at Impasse21

Oil Heads for Weekly Advance With Iran War Resolution at Impasse

Bloomberg
Stock index futures fall as U.S.-China talks avoid chips discussion (SPX:)37

Stock index futures fall as U.S.-China talks avoid chips discussion (SPX:)

MarketAux
US, China Agree to Stabilize Ties, But Taiwan Risk Lingers | Insight with Haslinda Amin 05/15/202642

US, China Agree to Stabilize Ties, But Taiwan Risk Lingers | Insight with Haslinda Amin 05/15/2026

Bloomberg
Oil Steadies Ahead of Trump-Xi Talks as Iran War Tensions Simmer - Yahoo Finance43

Oil Steadies Ahead of Trump-Xi Talks as Iran War Tensions Simmer - Yahoo Finance

Yahoo Entertainment
Trump-Xi Summit: Trump Says China Offered to Help on Iran | Daybreak Europe 05/15/202650

Trump-Xi Summit: Trump Says China Offered to Help on Iran | Daybreak Europe 05/15/2026

Bloomberg
Roknifard: Trump Wanted to Meet Xi as Victor in Iran War85

Roknifard: Trump Wanted to Meet Xi as Victor in Iran War

Bloomberg
UAE Will Double Oil Export Capacity Bypassing Hormuz by 202786

UAE Will Double Oil Export Capacity Bypassing Hormuz by 2027

Bloomberg
Gilts Slump as Investors Brace for Burnham Challenge to Starmer67

Gilts Slump as Investors Brace for Burnham Challenge to Starmer

Bloomberg
 What's Really Going on in Bond Markets?: 3-Minutes MLIV (Video)94

What's Really Going on in Bond Markets?: 3-Minutes MLIV (Video)

Bloomberg
Silicon Valley tech giant posts record revenue, then cuts 4,000 jobs - San Francisco Chronicle2

Silicon Valley tech giant posts record revenue, then cuts 4,000 jobs - San Francisco Chronicle

San Francisco Chronicle
RBC's Calvasina Says US Industrials 'A Bit Overvalued'39

RBC's Calvasina Says US Industrials 'A Bit Overvalued'

Bloomberg
Cisco Sales Forecast Tops Estimates, Will Cut 5% of Jobs83

Cisco Sales Forecast Tops Estimates, Will Cut 5% of Jobs

Yahoo Finance
MSFT Stock Alert: What to Know as LinkedIn Plans 2026 Layoffs98

MSFT Stock Alert: What to Know as LinkedIn Plans 2026 Layoffs

Yahoo Finance
Meet Kevin Warsh, the 56-year-old Stanford and Harvard Law grad who was just named the next Fed chair30

Meet Kevin Warsh, the 56-year-old Stanford and Harvard Law grad who was just named the next Fed chair

Yahoo Finance
Senate confirms new Fed chair as Trump allies warn rate cuts may have to wait - The Washington Post53

Senate confirms new Fed chair as Trump allies warn rate cuts may have to wait - The Washington Post

The Washington Post
Fed to Cut in Late 2026 as Oil Shock Subsides: Allspring (Video)78

Fed to Cut in Late 2026 as Oil Shock Subsides: Allspring (Video)

Bloomberg
Korea’s World-Beating Stock Rally Stumbles as Global Funds Sell9

Korea’s World-Beating Stock Rally Stumbles as Global Funds Sell

Bloomberg
Bank of Korea’s New Board Member Flags Inflation, Housing Risks91

Bank of Korea’s New Board Member Flags Inflation, Housing Risks

Bloomberg

Strategic Recommendations

Actionable investment opportunities and defensive strategies

Investment Opportunities

Increase allocation to AI and semiconductor leaders (NVDA, AMD, QCOM) on pullbacks

medium-term

AI infrastructure spending remains robust, with Cerebras IPO and Nvidia rally confirming demand. DRAM ETF inflows indicate sustained interest.

Buy inflation-protected bonds (TIPS, I-bonds) and floating-rate notes

short-term

Inflation at 3.8% and rising, with Fed potentially hiking. TIPS offer direct inflation hedge, I-bonds provide retail protection.

Sources:1981100

Overweight energy stocks and oil ETFs (XLE, USO)

short-to-medium-term

Oil supply risks from Iran war and strong demand support prices. UAE capacity expansion is medium-term positive.

Sources:214386

Invest in rare earth and nuclear energy stocks (USA Rare Earth, nuclear suppliers)

medium-to-long-term

Supply chain diversification and AI data center power demand boost these sectors. USA Rare Earth earnings positive.

Sources:72933

Consider Ford (F) for its energy storage pivot

medium-term

Ford stock surged 13% on new energy storage business, diversifying from auto cyclicality. Strong investor optimism.

Sources:79

Look for bargains in beaten-down biotech with strong pipelines

long-term

Biotech sector volatility creates entry points. Focus on companies with upcoming catalysts and solid cash positions.

Sources:10275475

Defensive Strategies

Reduce bond duration and increase cash or short-dated Treasuries

short-term

Rising yields and potential rate hikes make long-duration bonds risky. Cash provides optionality.

Sources:812346694

Hedge equity portfolios with put options or inverse ETFs

short-term

Market at record highs with inflation and geopolitical risks. Tail risk protection is prudent.

Sources:15174199

Reduce exposure to consumer discretionary and overvalued industrials

short-to-medium-term

Inflation squeezing consumer spending, and RBC flags industrials as 'a bit overvalued'.

Sources:353963

Diversify away from U.S. equities into non-U.S. markets (e.g., South Africa, Japan value)

medium-term

Morgan Stanley upbeat on South Africa despite oil shock. Japan yields rising but value stocks may benefit from BOJ policy.

Sources:95891

Increase allocation to gold and silver as insurance against geopolitical tail risks

medium-term

Despite recent fall, precious metals offer hedge against Iran war escalation and currency debasement.

Sources:481721
Daily ETF Flows: Another $903M Flows Into DRAM1

Daily ETF Flows: Another $903M Flows Into DRAM

Yahoo Finance
S&P 500 and Nasdaq 100 Post New Record Highs on Chip Stock Strength15

S&P 500 and Nasdaq 100 Post New Record Highs on Chip Stock Strength

Yahoo Finance
Tower Semiconductor Gets Boost From AI Infrastructure Business25

Tower Semiconductor Gets Boost From AI Infrastructure Business

Yahoo Finance
Cerebras boosts IPO price to raise $5.5bn - Financial Times31

Cerebras boosts IPO price to raise $5.5bn - Financial Times

Financial Times
GF Securities Reckons Qualcomm Will Be a Hit in the CPU Server Cycle. QCOM Stock Has a Rocky Road Ahead.44

GF Securities Reckons Qualcomm Will Be a Hit in the CPU Server Cycle. QCOM Stock Has a Rocky Road Ahead.

Yahoo Finance
AI chipmaker Cerebras soars 90% in year’s biggest IPO so far55

AI chipmaker Cerebras soars 90% in year’s biggest IPO so far

CNBC
Nvidia Rallies As CEO Jensen Huang Joins Trump's China Trip73

Nvidia Rallies As CEO Jensen Huang Joins Trump's China Trip

Yahoo Finance
Wolfspeed stock soars after Citrini research highlights the chipmaker's potential82

Wolfspeed stock soars after Citrini research highlights the chipmaker's potential

Yahoo Finance
Nvidia Rallies As CEO Jensen Huang Joins Trump's China Trip - Investor's Business Daily84

Nvidia Rallies As CEO Jensen Huang Joins Trump's China Trip - Investor's Business Daily

Investor's Business Daily
How Iran War Put Inflation-Linked Bonds Back in Fashion19

How Iran War Put Inflation-Linked Bonds Back in Fashion

Bloomberg
Should you buy Series I bonds as inflation heats up again?81

Should you buy Series I bonds as inflation heats up again?

Yahoo Finance
Inflation surged to 3.8% in April, its highest level in nearly three years100

Inflation surged to 3.8% in April, its highest level in nearly three years

CNBC
Oil Heads for Weekly Advance With Iran War Resolution at Impasse21

Oil Heads for Weekly Advance With Iran War Resolution at Impasse

Bloomberg
Oil Steadies Ahead of Trump-Xi Talks as Iran War Tensions Simmer - Yahoo Finance43

Oil Steadies Ahead of Trump-Xi Talks as Iran War Tensions Simmer - Yahoo Finance

Yahoo Entertainment
UAE Will Double Oil Export Capacity Bypassing Hormuz by 202786

UAE Will Double Oil Export Capacity Bypassing Hormuz by 2027

Bloomberg
Transcript: USA Rare Earth Q1 2026 Earnings Conference Call7

Transcript: USA Rare Earth Q1 2026 Earnings Conference Call

Yahoo Finance
Nuclear Supplier Boosts Outlook As AI Data Centers Fuel Orders29

Nuclear Supplier Boosts Outlook As AI Data Centers Fuel Orders

Yahoo Finance
USA Rare Earth Stock Climbs After Q1 Earnings Release — Here's Why33

USA Rare Earth Stock Climbs After Q1 Earnings Release — Here's Why

Yahoo Finance
Ford stock surges 13% on investor optimism for new energy storage business79

Ford stock surges 13% on investor optimism for new energy storage business

Yahoo Finance
PolyPid Ltd. Q1 2026 Earnings Call Summary10

PolyPid Ltd. Q1 2026 Earnings Call Summary

Yahoo Finance
ImmunityBio, Inc. (IBRX) Investors: May 26, 2026, Deadline in Securities Fraud Class Action Lawsuit27

ImmunityBio, Inc. (IBRX) Investors: May 26, 2026, Deadline in Securities Fraud Class Action Lawsuit

GNews
Kornit Digital Ltd. Q1 2026 Earnings Call Summary54

Kornit Digital Ltd. Q1 2026 Earnings Call Summary

Yahoo Finance
Whitehawk Therapeutics: 'Hold' On Name Change, Next Generation PTK7 ADC Targeting (WHWK)75

Whitehawk Therapeutics: 'Hold' On Name Change, Next Generation PTK7 ADC Targeting (WHWK)

MarketAux
Stocks Hit as Inflation Angst Sends Yields Higher: Markets Wrap8

Stocks Hit as Inflation Angst Sends Yields Higher: Markets Wrap

Bloomberg
Global Bond Selloff Worsens as Rising Oil Prices Spook Investors12

Global Bond Selloff Worsens as Rising Oil Prices Spook Investors

Bloomberg
Japan Yields Rise to Record Highs on Global Inflation Fears34

Japan Yields Rise to Record Highs on Global Inflation Fears

Bloomberg
Global equities rise with the dollar, bond yields as US inflation soars66

Global equities rise with the dollar, bond yields as US inflation soars

Yahoo Finance
 What's Really Going on in Bond Markets?: 3-Minutes MLIV (Video)94

What's Really Going on in Bond Markets?: 3-Minutes MLIV (Video)

Bloomberg
Advisor quotes Mike Tyson after S&P 500's 9% Iran war drop: 'Everyone has a plan until they get hit in the mouth'17

Advisor quotes Mike Tyson after S&P 500's 9% Iran war drop: 'Everyone has a plan until they get hit in the mouth'

Yahoo Finance
S&P 500 futures are little changed after tech-driven rally leads index to new record: Live updates - CNBC41

S&P 500 futures are little changed after tech-driven rally leads index to new record: Live updates - CNBC

CNBC
Stock Market Today: Nasdaq Ends Strong As AI Leads; Cybersecurity Stock Attempts Breakout (Live Coverage)99

Stock Market Today: Nasdaq Ends Strong As AI Leads; Cybersecurity Stock Attempts Breakout (Live Coverage)

Yahoo Finance
‘Tabasco hot’: Prices for businesses spike, adding to growing inflation concerns35

‘Tabasco hot’: Prices for businesses spike, adding to growing inflation concerns

CNBC
RBC's Calvasina Says US Industrials 'A Bit Overvalued'39

RBC's Calvasina Says US Industrials 'A Bit Overvalued'

Bloomberg
Grocery prices jumped more in April than they did in nearly four years63

Grocery prices jumped more in April than they did in nearly four years

CNBC
Korea’s World-Beating Stock Rally Stumbles as Global Funds Sell9

Korea’s World-Beating Stock Rally Stumbles as Global Funds Sell

Bloomberg
Morgan Stanley Upbeat on South Africa Outlook Despite Oil Shock58

Morgan Stanley Upbeat on South Africa Outlook Despite Oil Shock

Bloomberg
Bank of Korea’s New Board Member Flags Inflation, Housing Risks91

Bank of Korea’s New Board Member Flags Inflation, Housing Risks

Bloomberg
Gold, Silver Fall as Inflation Fears Fuel Rate-Hike Bets48

Gold, Silver Fall as Inflation Fears Fuel Rate-Hike Bets

Bloomberg

Market Outlook

Forward-looking scenarios, key catalysts and indicators to watch

Short-term · 1–3 months

Markets are caught between AI-driven tech rally and inflation/rate hike fears. Expect continued volatility with a bias toward higher yields and commodity strength. The S&P 500 may test resistance at record levels but faces headwinds from rising discount rates. Oil and energy stocks likely to outperform. Consumer discretionary and long-duration bonds should be avoided. The Trump-Xi summit and Iran war developments are key near-term catalysts.

Long-term · 6–12 months

Inflation is likely to remain elevated due to structural factors (oil supply, deglobalization, AI investment). The Fed under new chair Warsh may prioritize inflation fighting, delaying rate cuts until late 2026. AI and semiconductor demand will drive tech outperformance, but valuations may compress. Energy transition and rare earths offer long-term growth. Geopolitical risks (Iran, Taiwan) will persist, requiring diversified portfolios. Bonds may become attractive again once inflation peaks.

Key Catalysts

  • Trump-Xi summit outcome and potential Iran war resolution
  • Fed chair transition and first policy signals from Kevin Warsh
  • April CPI and PCE data confirming inflation trajectory
  • Cerebras IPO aftermarket performance and other AI IPOs
  • Nvidia earnings and guidance (next week)
  • U.S.-China trade talks and chip export controls
  • Oil price direction and Iran war developments
  • Global bond yield movements, especially Japan and U.S. 10-year
  • Consumer spending data and retail earnings
  • South Africa and emerging market debt resilience

Monitor Closely

  • U.S. 10-year Treasury yield (key level 4.5%+)
  • WTI crude oil price (key level $80-$90)
  • CPI and PCE inflation reports (next release: May 13, 2026)
  • Fed funds futures pricing of rate hikes
  • S&P 500 and Nasdaq 100 technical levels (support at 5300 and 18500)
  • DRAM ETF flows and semiconductor index (SOX)
  • Gold price ($2300 support)
  • Vix index (fear gauge)
  • U.S. dollar index (DXY)
  • Japan 10-year yield (record highs)
  • Cerebras (CBRS) stock performance post-IPO
  • Nvidia (NVDA) stock and options activity
  • Iran war headlines and Trump-Xi summit outcomes
  • South Africa rand and bond yields
  • Allegiant/Sun Country merger completion and stock reaction
Daily ETF Flows: Another $903M Flows Into DRAM1

Daily ETF Flows: Another $903M Flows Into DRAM

Yahoo Finance
Silicon Valley tech giant posts record revenue, then cuts 4,000 jobs - San Francisco Chronicle2

Silicon Valley tech giant posts record revenue, then cuts 4,000 jobs - San Francisco Chronicle

San Francisco Chronicle
Greer Says He Doesn't Expect Taiwan Issue to Affect Trade With China | The Asia Trade 5/15/20263

Greer Says He Doesn't Expect Taiwan Issue to Affect Trade With China | The Asia Trade 5/15/2026

Bloomberg
Peru’s New Food Generation Looks Beyond the Boom4

Peru’s New Food Generation Looks Beyond the Boom

Bloomberg
Ahead of Intuitive Machines Earnings, Here Is What Barchart Options Data Shows for LUNR Stock5

Ahead of Intuitive Machines Earnings, Here Is What Barchart Options Data Shows for LUNR Stock

Yahoo Finance
Stocks to Watch Recap: Nvidia, Walmart, Micron, Samsung6

Stocks to Watch Recap: Nvidia, Walmart, Micron, Samsung

Yahoo Finance
Transcript: USA Rare Earth Q1 2026 Earnings Conference Call7

Transcript: USA Rare Earth Q1 2026 Earnings Conference Call

Yahoo Finance
Stocks Hit as Inflation Angst Sends Yields Higher: Markets Wrap8

Stocks Hit as Inflation Angst Sends Yields Higher: Markets Wrap

Bloomberg
Korea’s World-Beating Stock Rally Stumbles as Global Funds Sell9

Korea’s World-Beating Stock Rally Stumbles as Global Funds Sell

Bloomberg
PolyPid Ltd. Q1 2026 Earnings Call Summary10

PolyPid Ltd. Q1 2026 Earnings Call Summary

Yahoo Finance
5 things to watch on the ASX 200 on Friday11

5 things to watch on the ASX 200 on Friday

GNews
Global Bond Selloff Worsens as Rising Oil Prices Spook Investors12

Global Bond Selloff Worsens as Rising Oil Prices Spook Investors

Bloomberg
Financial Services Roundup: Market Talk13

Financial Services Roundup: Market Talk

Yahoo Finance
Billionaire Motsepe-Backed Bank Makes All Employees Shareholders14

Billionaire Motsepe-Backed Bank Makes All Employees Shareholders

Bloomberg
S&P 500 and Nasdaq 100 Post New Record Highs on Chip Stock Strength15

S&P 500 and Nasdaq 100 Post New Record Highs on Chip Stock Strength

Yahoo Finance
Specsavers invests £7m in Kidderminster factory expansion16

Specsavers invests £7m in Kidderminster factory expansion

MarketAux
Advisor quotes Mike Tyson after S&P 500's 9% Iran war drop: 'Everyone has a plan until they get hit in the mouth'17

Advisor quotes Mike Tyson after S&P 500's 9% Iran war drop: 'Everyone has a plan until they get hit in the mouth'

Yahoo Finance
National Vision Holdings, Inc. Q1 2026 Earnings Call Summary18

National Vision Holdings, Inc. Q1 2026 Earnings Call Summary

Yahoo Finance
How Iran War Put Inflation-Linked Bonds Back in Fashion19

How Iran War Put Inflation-Linked Bonds Back in Fashion

Bloomberg
OpenAI trial wraps up with testimony about Reid Hoffman, a trophy, and a Musk outburst - Business Insider20

OpenAI trial wraps up with testimony about Reid Hoffman, a trophy, and a Musk outburst - Business Insider

Business Insider
Oil Heads for Weekly Advance With Iran War Resolution at Impasse21

Oil Heads for Weekly Advance With Iran War Resolution at Impasse

Bloomberg
Horizons Middle East & Africa 5/15/202622

Horizons Middle East & Africa 5/15/2026

Bloomberg
Carter Funds Appoints Deron Richens as Senior Vice President, Internal Sales and Distribution23

Carter Funds Appoints Deron Richens as Senior Vice President, Internal Sales and Distribution

GNews
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back24

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

Bloomberg
Tower Semiconductor Gets Boost From AI Infrastructure Business25

Tower Semiconductor Gets Boost From AI Infrastructure Business

Yahoo Finance
‘Mrs. Dow Jones’ Shares Financial Advice From Her New Book26

‘Mrs. Dow Jones’ Shares Financial Advice From Her New Book

CNBC
ImmunityBio, Inc. (IBRX) Investors: May 26, 2026, Deadline in Securities Fraud Class Action Lawsuit27

ImmunityBio, Inc. (IBRX) Investors: May 26, 2026, Deadline in Securities Fraud Class Action Lawsuit

GNews
High‑Trend International Group Announces Cancellation and Retirement of 630,000 Class A Ordinary Shares28

High‑Trend International Group Announces Cancellation and Retirement of 630,000 Class A Ordinary Shares

GNews
Nuclear Supplier Boosts Outlook As AI Data Centers Fuel Orders29

Nuclear Supplier Boosts Outlook As AI Data Centers Fuel Orders

Yahoo Finance
Meet Kevin Warsh, the 56-year-old Stanford and Harvard Law grad who was just named the next Fed chair30

Meet Kevin Warsh, the 56-year-old Stanford and Harvard Law grad who was just named the next Fed chair

Yahoo Finance
Cerebras boosts IPO price to raise $5.5bn - Financial Times31

Cerebras boosts IPO price to raise $5.5bn - Financial Times

Financial Times
Mizuho Plans to Reduce Orico Stake After Activist Pressure32

Mizuho Plans to Reduce Orico Stake After Activist Pressure

Bloomberg
USA Rare Earth Stock Climbs After Q1 Earnings Release — Here's Why33

USA Rare Earth Stock Climbs After Q1 Earnings Release — Here's Why

Yahoo Finance
Japan Yields Rise to Record Highs on Global Inflation Fears34

Japan Yields Rise to Record Highs on Global Inflation Fears

Bloomberg
‘Tabasco hot’: Prices for businesses spike, adding to growing inflation concerns35

‘Tabasco hot’: Prices for businesses spike, adding to growing inflation concerns

CNBC
4 Congress Members Are Up On Micron Stock — 2 Made More Than Their Salaries36

4 Congress Members Are Up On Micron Stock — 2 Made More Than Their Salaries

Yahoo Finance
Stock index futures fall as U.S.-China talks avoid chips discussion (SPX:)37

Stock index futures fall as U.S.-China talks avoid chips discussion (SPX:)

MarketAux
Odd Lots: Albert Edwards Believes Inflation Will Surge (Podcast)38

Odd Lots: Albert Edwards Believes Inflation Will Surge (Podcast)

Bloomberg
RBC's Calvasina Says US Industrials 'A Bit Overvalued'39

RBC's Calvasina Says US Industrials 'A Bit Overvalued'

Bloomberg
An Engineer’s Post Protesting Laptop Surveillance Is Going Viral Inside Meta40

An Engineer’s Post Protesting Laptop Surveillance Is Going Viral Inside Meta

GNews
S&P 500 futures are little changed after tech-driven rally leads index to new record: Live updates - CNBC41

S&P 500 futures are little changed after tech-driven rally leads index to new record: Live updates - CNBC

CNBC
US, China Agree to Stabilize Ties, But Taiwan Risk Lingers | Insight with Haslinda Amin 05/15/202642

US, China Agree to Stabilize Ties, But Taiwan Risk Lingers | Insight with Haslinda Amin 05/15/2026

Bloomberg
Oil Steadies Ahead of Trump-Xi Talks as Iran War Tensions Simmer - Yahoo Finance43

Oil Steadies Ahead of Trump-Xi Talks as Iran War Tensions Simmer - Yahoo Finance

Yahoo Entertainment
GF Securities Reckons Qualcomm Will Be a Hit in the CPU Server Cycle. QCOM Stock Has a Rocky Road Ahead.44

GF Securities Reckons Qualcomm Will Be a Hit in the CPU Server Cycle. QCOM Stock Has a Rocky Road Ahead.

Yahoo Finance
Valion Bio's Velocity Bioworks Secures Exclusive Commercial License to LarmorBio's BioScan-NMR™ Platform45

Valion Bio's Velocity Bioworks Secures Exclusive Commercial License to LarmorBio's BioScan-NMR™ Platform

GNews
Super Micro Computer Just Promoted a New Chief Business Officer as It Aims for a Turnaround46

Super Micro Computer Just Promoted a New Chief Business Officer as It Aims for a Turnaround

Yahoo Finance
Pakistan Uses Newfound Diplomatic Clout to Get Persian Gulf LNG47

Pakistan Uses Newfound Diplomatic Clout to Get Persian Gulf LNG

Bloomberg
Gold, Silver Fall as Inflation Fears Fuel Rate-Hike Bets48

Gold, Silver Fall as Inflation Fears Fuel Rate-Hike Bets

Bloomberg
Chinese EVs take the world by storm — except in the U.S.49

Chinese EVs take the world by storm — except in the U.S.

CNBC
Trump-Xi Summit: Trump Says China Offered to Help on Iran | Daybreak Europe 05/15/202650

Trump-Xi Summit: Trump Says China Offered to Help on Iran | Daybreak Europe 05/15/2026

Bloomberg
Hyatt to Host Investor Day on May 28, 202651

Hyatt to Host Investor Day on May 28, 2026

GNews
Energy & Utilities Roundup: Market Talk52

Energy & Utilities Roundup: Market Talk

Yahoo Finance
Senate confirms new Fed chair as Trump allies warn rate cuts may have to wait - The Washington Post53

Senate confirms new Fed chair as Trump allies warn rate cuts may have to wait - The Washington Post

The Washington Post
Kornit Digital Ltd. Q1 2026 Earnings Call Summary54

Kornit Digital Ltd. Q1 2026 Earnings Call Summary

Yahoo Finance
AI chipmaker Cerebras soars 90% in year’s biggest IPO so far55

AI chipmaker Cerebras soars 90% in year’s biggest IPO so far

CNBC
Latest Inflation Numbers Reflect Impact of War With Iran56

Latest Inflation Numbers Reflect Impact of War With Iran

CNBC
Orion S.A. to Participate in Upcoming Investor Conferences57

Orion S.A. to Participate in Upcoming Investor Conferences

GNews
Morgan Stanley Upbeat on South Africa Outlook Despite Oil Shock58

Morgan Stanley Upbeat on South Africa Outlook Despite Oil Shock

Bloomberg
Honda previews new sedan as it announces annual loss, abandons 2040 EV goal59

Honda previews new sedan as it announces annual loss, abandons 2040 EV goal

GNews
Alphabet Inc. (GOOGL): Chris Rokos Is Loading Up on This Tech Stock60

Alphabet Inc. (GOOGL): Chris Rokos Is Loading Up on This Tech Stock

Yahoo Finance
Coffee company employs people struggling with homelessness and gives them a second chance61

Coffee company employs people struggling with homelessness and gives them a second chance

CNBC
Caesarstone Ltd. Q1 2026 Earnings Call Summary62

Caesarstone Ltd. Q1 2026 Earnings Call Summary

Yahoo Finance
Grocery prices jumped more in April than they did in nearly four years63

Grocery prices jumped more in April than they did in nearly four years

CNBC
South Africa Evacuating Sub-Antarctic Base After Fuel Delay64

South Africa Evacuating Sub-Antarctic Base After Fuel Delay

Bloomberg
Nvidia's Jensen Huang Spotted Eating Noodles on Beijing Sidewalk During Trump Visit65

Nvidia's Jensen Huang Spotted Eating Noodles on Beijing Sidewalk During Trump Visit

Bloomberg
Global equities rise with the dollar, bond yields as US inflation soars66

Global equities rise with the dollar, bond yields as US inflation soars

Yahoo Finance
Gilts Slump as Investors Brace for Burnham Challenge to Starmer67

Gilts Slump as Investors Brace for Burnham Challenge to Starmer

Bloomberg
Plane crashes off the east coast of Florida, leading to dramatic sea rescue of 11 68

Plane crashes off the east coast of Florida, leading to dramatic sea rescue of 11

CNBC
ETF League Tables: Invesco Pulls In $4.9B69

ETF League Tables: Invesco Pulls In $4.9B

Yahoo Finance
Global-e Online Ltd. Q1 2026 Earnings Call Summary70

Global-e Online Ltd. Q1 2026 Earnings Call Summary

Yahoo Finance
Final Panel Agenda and Closing Registration: 2nd Princeton CorpGov Forum May 21 – Endowments, Activism and Entertainment71

Final Panel Agenda and Closing Registration: 2nd Princeton CorpGov Forum May 21 – Endowments, Activism and Entertainment

Yahoo Finance
Eos Energy Enterprises, Inc. Q1 2026 Earnings Call Summary72

Eos Energy Enterprises, Inc. Q1 2026 Earnings Call Summary

Yahoo Finance
Nvidia Rallies As CEO Jensen Huang Joins Trump's China Trip73

Nvidia Rallies As CEO Jensen Huang Joins Trump's China Trip

Yahoo Finance
AI-generated pro-Spencer Pratt mayoral campaign videos point to a new political reality74

AI-generated pro-Spencer Pratt mayoral campaign videos point to a new political reality

CNBC
Whitehawk Therapeutics: 'Hold' On Name Change, Next Generation PTK7 ADC Targeting (WHWK)75

Whitehawk Therapeutics: 'Hold' On Name Change, Next Generation PTK7 ADC Targeting (WHWK)

MarketAux
China’s Biggest Courier Is Set to Open Gold Vault in Hong Kong76

China’s Biggest Courier Is Set to Open Gold Vault in Hong Kong

Bloomberg
Allegiant Air and Sun Country complete merger, creating larger budget airline for travelers - ABC News - Breaking News, Latest News and Videos77

Allegiant Air and Sun Country complete merger, creating larger budget airline for travelers - ABC News - Breaking News, Latest News and Videos

Abcnews.com
Fed to Cut in Late 2026 as Oil Shock Subsides: Allspring (Video)78

Fed to Cut in Late 2026 as Oil Shock Subsides: Allspring (Video)

Bloomberg
Ford stock surges 13% on investor optimism for new energy storage business79

Ford stock surges 13% on investor optimism for new energy storage business

Yahoo Finance
"Bhajan clubbing" reshapes Gen Z faith in India80

"Bhajan clubbing" reshapes Gen Z faith in India

Bloomberg
Should you buy Series I bonds as inflation heats up again?81

Should you buy Series I bonds as inflation heats up again?

Yahoo Finance
Wolfspeed stock soars after Citrini research highlights the chipmaker's potential82

Wolfspeed stock soars after Citrini research highlights the chipmaker's potential

Yahoo Finance
Cisco Sales Forecast Tops Estimates, Will Cut 5% of Jobs83

Cisco Sales Forecast Tops Estimates, Will Cut 5% of Jobs

Yahoo Finance
Nvidia Rallies As CEO Jensen Huang Joins Trump's China Trip - Investor's Business Daily84

Nvidia Rallies As CEO Jensen Huang Joins Trump's China Trip - Investor's Business Daily

Investor's Business Daily
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Roknifard: Trump Wanted to Meet Xi as Victor in Iran War

Bloomberg
UAE Will Double Oil Export Capacity Bypassing Hormuz by 202786

UAE Will Double Oil Export Capacity Bypassing Hormuz by 2027

Bloomberg
Leslie's Stock Is Making A Splash After The Close: Here's Why87

Leslie's Stock Is Making A Splash After The Close: Here's Why

Yahoo Finance
QT Imaging Holdings Q1 2026 Earnings Call: Complete Transcript88

QT Imaging Holdings Q1 2026 Earnings Call: Complete Transcript

Yahoo Finance
Similarweb Ltd. Q1 2026 Earnings Call Summary89

Similarweb Ltd. Q1 2026 Earnings Call Summary

Yahoo Finance
IDEXX Laboratories to Present at Stifel Conference and Announces 2026 Investor Day90

IDEXX Laboratories to Present at Stifel Conference and Announces 2026 Investor Day

GNews
Bank of Korea’s New Board Member Flags Inflation, Housing Risks91

Bank of Korea’s New Board Member Flags Inflation, Housing Risks

Bloomberg
Are Cockroach Portfolios the Key to Thriving In Any Market?92

Are Cockroach Portfolios the Key to Thriving In Any Market?

Yahoo Finance
Boston Fed’s Collins Flags Rate-Hike Scenario as Inflation Risks Tilt Higher - WSJ93

Boston Fed’s Collins Flags Rate-Hike Scenario as Inflation Risks Tilt Higher - WSJ

The Wall Street Journal
 What's Really Going on in Bond Markets?: 3-Minutes MLIV (Video)94

What's Really Going on in Bond Markets?: 3-Minutes MLIV (Video)

Bloomberg
Citi Says African Borrowers Are Turning Creative on Debt Sales95

Citi Says African Borrowers Are Turning Creative on Debt Sales

Bloomberg
Why the prices of World Cup resale tickets are starting to drop96

Why the prices of World Cup resale tickets are starting to drop

CNBC
FLEX LNG Ltd. Q1 2026 Earnings Call Summary97

FLEX LNG Ltd. Q1 2026 Earnings Call Summary

Yahoo Finance
MSFT Stock Alert: What to Know as LinkedIn Plans 2026 Layoffs98

MSFT Stock Alert: What to Know as LinkedIn Plans 2026 Layoffs

Yahoo Finance
Stock Market Today: Nasdaq Ends Strong As AI Leads; Cybersecurity Stock Attempts Breakout (Live Coverage)99

Stock Market Today: Nasdaq Ends Strong As AI Leads; Cybersecurity Stock Attempts Breakout (Live Coverage)

Yahoo Finance
Inflation surged to 3.8% in April, its highest level in nearly three years100

Inflation surged to 3.8% in April, its highest level in nearly three years

CNBC