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How to Trade a Jobs Report Week When Yields Are at 19-Year Highs: What Is the Smartest Strategy?

With the 10-yearTreasury Yieldtrading near 19-year highs in 2026, the stakes attached to any single monthly jobs report are meaningfully higher than they would be in a lower-yield environment, since the report feeds directly into market expectations about the Federal Reserve's next moves on …

Vinay Lochav | 28 September 2026

Paramount (NASDAQ:PSKY) Is Borrowing USD 44 Billion More for Warner Bros. (NASDAQ:WBD): Is Hollywood's New Giant Too Leveraged?

Financing anAcquisitionvalued near USD 111 billion was never going to be cheap, and Paramount Skydance's latest steps show just how much of that cost is being carried on theBalance Sheetrather than paid for with cash or stock. The roughly USD 44.4 billion in additional …

Vinay Lochav | 28 September 2026

Paramount (NASDAQ:PSKY) Is Borrowing USD 44 Billion More for Warner Bros. (NASDAQ:WBD): Is Hollywood's New Giant Too Leveraged?

Financing anAcquisitionvalued near USD 111 billion was never going to be cheap, and Paramount Skydance's latest steps show just how much of that cost is being carried on theBalance Sheetrather than paid for with cash or stock. The roughly USD 44.4 billion in additional …

Vinay Lochav | 28 September 2026

The USD 111 Billion Paramount (NASDAQ:PSKY)-Warner Bros. (NASDAQ:WBD) Deal Could Close Within Weeks: What Should WBD Holders Do?

The proposed combination of Paramount Skydance and Warner Bros. Discovery has been one of the most closely watched media transactions in years, and it is now entering its final stretch. Warner Bros. Discovery shareholders approved the transaction at a meeting held earlier in 2026, …

Vinay Lochav | 28 September 2026

150+ Films Released and CNN's Independence Protected: What Did Paramount (NASDAQ:PSKY) Give Up to Win Warner Bros. (NASDAQ:WBD)?

The centerpiece of the settlement is a multi-year theatrical release commitment designed to protect film industry jobs and domestic production activity that critics worried could shrink once two major studios combined under one roof. Paramount agreed to release a minimum of 30 films theatrically …

Vinay Lochav | 28 September 2026

Equinix (NASDAQ:EQIX) Jumped 5%: Are Data Center Landlords the Quiet Winners of AI?

Equinix does not design chips, train models or sell cloud compute directly; itsBusinessis renting out highly specialized physical space, power capacity and network interconnection points where enterprises, cloud providers and increasingly AI companies house their servers. That model has become unexpectedly central to the …

Vinay Lochav | 28 September 2026

AMD Just Joined the USD 1 Trillion Club: Four U.S. Chipmakers Are Now Worth USD 1 Trillion, So Who's Fifth?

AMD's ascent to a 13-figure valuation caps a rally built almost entirely on its positioning as the credible number two in AI accelerators behind Nvidia. As hyperscalers and sovereign AI projects have sought to diversify away from total reliance on a single chip supplier, …

Vinay Lochav | 28 September 2026

Intel (NASDAQ:INTC) Fell 3.45% While Other Chip Stocks Rose: Is the 293% Rally Running Out of Gas?

Intel's dramatic climb this year has been unusual among chip stocks because so much of it traces back to external validation rather than organicEarningsmomentum. Nvidia's USD 5 billion investment, structured as a purchase of more than 217.4 million common shares at USD 23.28 apiece …

Vinay Lochav | 28 September 2026

MaxLinear (NASDAQ:MXL) Went From USD 59 to USD 95 in a Month: Too Late to Chase?

MaxLinear's climb from roughly USD 59 to about USD 95.59 unfolded against a backdrop of broad semiconductor sector strength, but the size of the move suggests company-specific drivers as well. The clearest one is a reported surge in infrastructure segment revenue, with the company's …

Vinay Lochav | 28 September 2026

Genius Sports (NYSE:GENI) Jumped 11% After a JPMorgan Initiation: Is Sports Data the Next Prediction-Market Play?

JPMorgan's decision to start Genius Sports at overweight with a USD 8 price target landed on a stock that had already shed roughly half its value in 2026, making the call notable as much for its timing as its target. The 26% implied upside …

Vinay Lochav | 28 September 2026
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