30-year US Treasury yields jump to 5.19% – highest since 2007 – while S&P 500 trades near all-time highs. Why this paradox is mathematically impossible, what smart money is doing, and what investors should concretely review.
Il y a des semaines où les marchés ne bougent pas. Il y a des semaines où ils bougent de
Whirlpool -21%, Snap -8.5%, McDonald’s at 1-year low — three signals that mid-tier U.S. consumers are pulling back. Trade-down movement, NFP context, and three concrete trades.
Pendant une semaine, ce marché a célébré les gagnants de la vague de l’IA. Dell a bondi d’un tiers, Anthropic
« Sell in May and go away » — le plus vieil adage de Wall Street. Quiconque l’a suivi en
Micron closes at $895.88 (+19.29%), reaches $1 trillion market cap in just 48 days. UBS raises price target to $1,625 — what the numbers really mean.
Nvidia delivers $81.62B revenue, 75% margins, $80B buyback – and the stock barely moves. What this really tells us about AI-trade exhaustion, bond yields and smart money rotation in 2026.
After calls with MBS, Sheikh Tamim and MBZ, Trump cancels the Iran strike. Brent drops to $110.69. What the Gulf intervention structurally means for markets and portfolios.
In 2026 the AI chip bubble has mathematically surpassed both the Mississippi Bubble of 1720 and Dotcom 2000. Bank of America lays out the concrete numbers on concentration, multiples and risk-reward.
Microsoft +18% revenue, +51% backlog to $392B — stock rises. Meta +33% revenue, +$10B capex guidance — stock down 10%. Why the market values the same AI capex story so differently.
