What Does VIX Mean Before a Fed Decision? 30-Day vs. One-Day Risk
Cboe’s VIX tracks expected 30-day S&P 500 volatility. Here is what it does—and does not—say about risk around a Fed decision.
Markets
In this category, you’ll find stock and bond markets and the various trends and tendencies that affect them.
Treasury Buybacks Aren’t QE: Where the Money Comes From and What the $4B Move Really Does
The U.S. Treasury is buying back more of its own long-term bonds. That immediately raises an obvious question: If the government is buying Treasury bonds, isn’t that basically quantitative easing? No. The transactions may look similar from a distance, but the mechanics are fundamentally different. A Treasury buyback is primarily a debt-management transaction. The Treasury … Read more
Fixed-Rate vs. Floating-Rate Companies: Why Interest Costs Don’t Rise Immediately After Rate Hikes
Fixed-rate vs floating-rate debt determines how quickly a company’s borrowing costs respond to interest rate hikes. Companies with fixed-rate bonds may keep paying the same coupon for years, while floating-rate borrowers can experience an increase in corporate interest expense much sooner. In practice, that rarely happens. A higher policy rate affects companies at different speeds … Read more
RingCentral Stock (RNG): Is It a Buy as AI Growth Accelerates?
RingCentral stock may be approaching one of the most interesting turning points in the company’s history. For years, RingCentral (NYSE: RNG) was primarily viewed as a cloud communications and business phone company. That story is changing. RingCentral is now pushing aggressively into AI-powered customer engagement, voice AI agents, contact center automation, and agentic AI. At … Read more
Digital Realty Stock (DLR): Avidend and Outlook in 2026
Artificial intelligence is creating enormous demand for computing power, electricity, networking, cooling, and data center capacity. Investors looking for exposure to that trend often focus on semiconductor companies such as NVIDIA or cloud computing giants such as Microsoft, Amazon, and Alphabet. But there is another way to invest in the AI infrastructure boom: owning the … Read more
Arrowhead Pharmaceuticals Stock (ARWR): Pipeline, Growth Potential and Key Risks in 2026
Arrowhead Pharmaceuticals Stock (ARWR): Pipeline, Growth Potential and Key Risks in 2026 Arrowhead Pharmaceuticals (NASDAQ: ARWR) has become one of the more closely watched biotechnology stocks in the RNA interference space. For years, the Arrowhead investment story was largely about the potential of its RNAi technology platform and whether that technology could eventually produce commercially … Read more
Why Is CLSK Stock Up Today? CleanSpark’s $6.6B Data Center Lease, 175MW Economics and Texas Expansion
Why Is CLSK Stock Up Today? CleanSpark’s $6.6B Data Center Lease, 175MW Economics and Texas Expansion CleanSpark, Inc. (NASDAQ: CLSK) jumped after announcing a 20-year infrastructure lease with a high-investment-grade global technology company for its Sandersville, Georgia data center campus. The lease is expected to produce approximately $6.6 billion of contracted revenue during its initial … Read more
Why Is CCC Stock Up? CCC Intelligent Solutions Sale Report, Takeover Premium and M&A Risks
Why Is CCC Stock Up? CCC Intelligent Solutions Sale Report, Takeover Premium and M&A Risks CCC Intelligent Solutions Holdings Inc. (NASDAQ: CCC) surged after Reuters reported that the insurance software and AI workflow company is exploring a potential sale. According to the report, CCC hired Morgan Stanley to advise on the process and contacted prospective … Read more
Why Is RXT Stock Up? Rackspace’s 30MW AI Pivot vs. Debt and $250M Dilution Risk
Why Is RXT Stock Up? Rackspace’s 30MW AI Pivot vs. Debt and $250M Dilution Risk Rackspace Technology, Inc. (NASDAQ: RXT) surged as investors reacted to two major parts of its enterprise AI strategy: a definitive agreement to deploy an initial 30MW of AMD-based AI compute and an expanded operating framework with Palantir for regulated and … Read more
EQPT Stock: Is EquipmentShare’s $500M Buyback Enough to Offset Its Debt Risk?
EQPT Stock: Is EquipmentShare’s $500M Buyback Enough to Offset Its Debt Risk? EquipmentShare.com Inc. (NASDAQ: EQPT) surged after raising its 2026 financial outlook and announcing a new $500 million share repurchase program. The announcement gave investors a clear reason to revisit the stock after a difficult post-IPO trading period. But the real question is not … Read more