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Emons said a 6% 10-year Treasury yield would likely push real interest rates above 3.5% and potentially above 4%, creating a much more restrictive financial environment.

Shopify (SHOP) closed the most recent trading day at $142.33, moving -3.66% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 0.76% for the day. At the same time, the Dow lost 0.68%, and the tech-heavy Nasdaq lost 1.13%.

The rise in the utility of artificial intelligence (AI) in recent years has been nothing short of breathtaking. The buzz surrounding generative AI has given way to AI agents capable of multi-step reasoning. This allows them to complete complex tasks by breaking them down into smaller steps while keeping their digital eye on the ultimate…

Nasdaq is benefiting from a strong IPO environment: The company reported $111 billion in first-half IPO fundraising, including $86 billion tied to SpaceX, and a 73% listing win rate. Key pipeline areas include AI infrastructure, semiconductors, data centers, defense, insurance, real estate and biotechnology.

Consumer spending remains resilient: Synchrony reported high-single-digit purchase-volume growth early in the third quarter, with super-prime and prime customers leading. Some larger-ticket categories, including outdoor, furniture, and health and wellness, remain under pressure.

With safety concerns and calls for a slowdown in AI development gaining momentum, questions surrounding the broader AI infrastructure trade have increased. Against this backdrop, Bank of America’s BAC forecast that the global semiconductor market could nearly double by the end of this decade offers a positive outlook for the semiconductor industry.

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Acuity Analytics surveyed around 80 senior asset management representatives across the Americas, Europe and Asia-Pacific on how AI and automation are changing key functions

Salesforce Inc. (NYSE:CRM – Get Free Report) was the target of some unusual options trading on Wednesday. Traders acquired 253,387 call options on the stock. This represents an increase of approximately 171% compared to the average volume of 93,447 call options.

JPMorgan expects mid- to high-teens year-over-year growth in third-quarter investment-banking fees and markets revenue, supported by broad strength across products, regions, fixed income, currencies, commodities and equities.