Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 30 min 29 sec ago
S&P 500, Nasdaq Dragged By Nvidia As Tech Turns Sour
After all three major indexes spent most of the day in the red, only the Dow was spared in the end.
Could The AI Bubble Pop And Cause A Credit Crisis?
UBS warns an AI bubble pop could trigger a systemic credit crisis, potentially driving private default rates to 15%. JPMorgan Chase and other experts signal caution as software loan exposure mirrors 2008-era risks.
Monthly Dividend Stock In Focus: Pro Real Estate Investment Trust
Pro Real Estate Investment Trust is a Canadian industrial-focused REIT that pays monthly dividends.
Even Banks Now Bow To A Golden Master
Goldman Sachs and JP Morgan have issued bullish gold forecasts up to $8,500, signaling a historic shift in bank sentiment.
U.S. Stocks Sell Off On Nvidia’s Good News, As Traders Wait For Results Of Key UK Election
It’s never a good sign when markets sell off on good news, but that is exactly what happened on Thursday.
Silver Is Not Soaring Today – This Is Telling
Silver's lack of upward momentum despite upcoming delivery notices suggests that market concerns may be misplaced.
Grains Report 02/26/2026
Wheat prices fell as cheaper Argentine exports challenged U.S. markets, while Soybeans gained on renewed hopes for Chinese demand.
NVDA Down Again On Earnings, AI Mentions Also Down
Nvidia shares fell post-earnings despite strong results. This decrease suggests the artificial intelligence hype cycle may be entering a normalization phase.
Average 7Y Auction Stops On The Screws Amid Stock Rout
The U.S. Treasury's $44 billion 7-year note auction priced at a high yield of 3.790%, matching the When Issued yield.
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Will We See Silver Fail To Deliver Tomorrow?
Silver faces a structural physical deficit as rising COMEX delivery demand threatens a fragile paper system.
USD/JPY Retreats After Two-Day Rise As BoJ Hints At Rate Hikes
USD/JPY retreated to 156.20 as hawkish Bank of Japan comments offset resilient U.S. labor data.
Nvidia Q4 Earnings: Why Is It Sinking AMD, Broadcom Stock?
Nvidia's dominance in AI inference is squeezing rivals AMD and Broadcom after its latest earnings beat. While AMD faces valuation risks, Broadcom's networking backlog suggests the recent sell-off offers a strategic entry point.
BTC ETF Inflows Pick Up, Setting Up A Potential Run Toward $80K
US spot Bitcoin ETFs recorded $765 million in inflows over two days, signaling a return of institutional capital.
Dow Jones edges higher as Nvidia sell-off drags S&P 500 lower
Nvidia fell 5% despite beating earnings, dragging the S&P 500 lower while the Dow Jones rose. AI spending concerns weighed on chip stocks, while Salesforce guidance disappointed. Stable labor data signals a steady Fed policy.
PayPal Slides After Report Says Stripe Not In Takeover Talks
PayPal shares are sliding as new reports debunk rumors of a potential takeover by Stripe. The payments giant is instead preparing for potential activist campaigns or unwanted bids following a period of stock price vulnerability.
Why Did NVDA Shares Fall Despite Strong Quarterly Results?
NVIDIA shares fell approximately 5% despite beating Q4 fiscal 2026 earnings and revenue estimates. The decline is attributed to investor concerns over long-term growth sustainability, rising competition from AMD and Google, and the company's decis...
