Fed Hike Odds Surge, Bond Rout Goes Global, Dell's AI Earnings Shock
About this episode
Fed rate hike odds jump to 70% on oil and geopolitics, global bond yields hit multi-decade highs across US, UK and Japan, Dell posts record 58% revenue surge on AI server demand
Chapters
Sources & Citations
X (Walter Bloomberg)
x.com
U.S. 10-Year Yield Tops 4.75%, Highest Since 2025, as Oil Shock Stokes Rate Fears | Roic News
www.roic.ai
Fed rate decision: Odds surge for hike as oil rips higher
www.cnbc.com
U.S-Iran strikes send oil, yields surging as Fed turns hawkish
www.cnbc.com
Bond Market Selloff: Are Surging Yields a Threat to the Global Stock Rally?
www.bloomberg.com
Bond selloff deepens as oil prices and public debt fears jolt markets
www.bnnbloomberg.ca
UK long-term borrowing costs hit 28-year high
www.theguardian.com
Global bond rout deepens as Japan yield hits key milestone
www.bnnbloomberg.ca
Dell shares gain after strong AI server demand boosts annual forecast
www.bnnbloomberg.ca
Dell Q2 FY27 slides: AI server backlog hits $95B, revenue up 58%
ng.investing.com
Dell surges 9% after lifting fiscal 2027 forecast on AI server strength
www.cnbc.com
Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results
investors.paloaltonetworks.com
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