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Can USD 40 Trillion of Debt and Treasury Supply Be Absorbed by TLT (NASDAQ:TLT), AGG (NYSEARCA:AGG) and IWM (NYSEARCA:IWM)?

iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) holds Treasuries with more than 20 years to maturity, so long-bond auctions shape its pricing. On Wednesday, October 21, 2026, the Treasury sold USD 13 billion of 20-year bonds at a high yield of 5.469%, published auction …

Vinay Lochav | 22 October 2026

Why Is Housing Stalling Under a 5.1% 10-Year Yield for MBB (NASDAQ:MBB), PulteGroup (NYSE:PHM) and IEF (NASDAQ:IEF)?

iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) holds Treasuries maturing in seven to ten years, so its price moves inversely with the 10-year yield, the benchmark that anchors mortgage pricing. Overnight into Thursday, October 22, 2026, that yield sat around 5.1%, with quotes ranging …

Vinay Lochav | 22 October 2026

Why Are USO (NYSEARCA:USO), BNO (NYSEARCA:BNO) and XOP (NYSEARCA:XOP) Tracking Oil Near USD 100 After the Shaybah Attack?

United States Oil Fund (NYSEARCA:USO) holds front-month WTI futures, so it reflects the US benchmark rather than physical barrels. On Thursday, October 22, 2026, December WTI traded at USD 99.30 at 6:45 a.m. ET, up USD 2.15, with some quotes briefly above USD 100. …

Vinay Lochav | 22 October 2026

How Does Gulf Escalation Reach ITA (CBOE:ITA), XLE (NYSEARCA:XLE) and Frontline (NYSE:FRO) After 18 Tanker Attacks in Two Weeks?

iShares U.S. Aerospace & Defense ETF (CBOE:ITA) tracks US manufacturers of military aircraft, missiles and defence electronics. On Wednesday, October 21, 2026, the State Department ordered some diplomats and their families to leave its missions in Saudi Arabia, citing Houthi attacks on civilian airports …

Vinay Lochav | 22 October 2026

How Do Valero Energy (NYSE:VLO), Marathon Petroleum (NYSE:MPC) and Frontline (NYSE:FRO) Gain From Costly Fuel and USD 6 Diesel?

Valero Energy (NYSE:VLO) refines crude into gasoline, diesel and jet fuel, and it also produces renewable diesel and ethanol. On Thursday, October 22, 2026, the company reported net income of USD 6.83 billion, or USD 23.89 a diluted share, against USD 3.53 a year …

Vinay Lochav | 22 October 2026

Who Pays for Oil Above USD 100: American Airlines (NASDAQ:AAL), Southwest (NYSE:LUV), Dow Inc. (NYSE:DOW) or Procter & Gamble (NYSE:PG)?

American Airlines Group (NASDAQ:AAL), the Fort Worth-based network carrier, reported third-quarter 2026 results before the open on Thursday, October 22, 2026. Revenue rose 19.3% to a record USD 16.3 billion, yet the adjusted loss was USD 0.28 a share, narrower than consensus estimates of …

Vinay Lochav | 22 October 2026

How Do a Profit Beat, a 5 Million Car Goal and Merger Talks at Tesla (NASDAQ:TSLA) Frame the Battery Race for QuantumScape (NASDAQ:QS)?

Tesla (NASDAQ:TSLA), the electric vehicle and energy storage maker, reported third-quarter results after the close on Wednesday, October 21, 2026. Adjusted earnings were USD 0.48 per share against estimates of USD 0.43 to USD 0.45, while revenue of USD 28.05 billion was flat and …

Vinay Lochav | 22 October 2026

What Do a 7.8% Rally, a USD 500 Target and a Thin AI Margin at SpaceX (NASDAQ:SPCX) Mean for Rocket Lab (NASDAQ:RKLB)?

SpaceX (NASDAQ:SPCX), the rocket, Starlink satellite internet and AI computing group, closed at USD 159.31 on Wednesday, October 21, 2026, up 7.79% from USD 147.79. The move confirmed an after-hours gain of about 8% that followed third-quarter results on Tuesday, October 20, when revenue …

Vinay Lochav | 22 October 2026

How Will Meta Platforms (NASDAQ:META) Pay Its AI Bill After a 26% Revenue Jump, New Class C Shares, USD 145 Billion of Capex and Muse?

Meta Platforms (NASDAQ:META) reported after the close on Wednesday, October 21, 2026. Revenue rose 26% to USD 64.60 billion from USD 51.24 billion, and both the quarter and fourth-quarter guidance of USD 73 to USD 76 billion came in above consensus estimates. Operating income …

Vinay Lochav | 22 October 2026

How Do Supply Limits and China Split Texas Instruments (NASDAQ:TXN), Lam Research (NASDAQ:LRCX) and Western Digital (NASDAQ:WDC)?

Texas Instruments (NASDAQ:TXN), the largest US maker of analog and embedded processing chips, reported third-quarter results after the close on Wednesday, October 21, 2026. Revenue rose 27.8% to USD 6.06 billion, which implies a year-ago base of about USD 4.74 billion on simple arithmetic, …

Vinay Lochav | 22 October 2026
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