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A surge in Treasury yields fueled by energy costs, sticky inflation, and hyperscaler debt issuance is challenging Federal Reserve Chair Kevin Warsh's market-guided policy approach.
U.S. Treasury yields jumped sharply on Wednesday, pushing the 10-year note to 5.125% and threatening to elevate borrowing costs for consumers, banks, and enterprise debt issuers.
Cisco Systems stock dropped roughly 5% after Piper Sandler trimmed its price target to $125, pointing to industry growth concerns.
Meta options trading volume surged to 4.5 times its 30-day average on Monday as investors piled into call options following the debut of the company's Muse AI assistant and Petal subsea cable plans.
Eli Lilly Chief Executive Dave Ricks revealed that 700,000 seniors have started GLP-1 treatments since Medicare began covering anti-obesity medications in July, with Lilly therapies accounting for 70% of new patients.
Specialized AI infrastructure provider CoreWeave has seen its shares drop roughly 53 percent from peak levels set in mid-2025. While contract backlog reached $104 billion in the second quarter of 2026, heavy debt obligations and server depreciation continue to pressure GAAP profitability.
RB Global has received Toronto Stock Exchange approval to double its aggregate share buyback limit to $1 billion, expanding its repurchase capacity through March 2027.
