US stocks posted modest weekly gains for a 2nd straight week, but finished lower on Fri, 04 Sep 2026 - after a much hotter-than-expected August jobs report revived expectations of a Fed rate hike later in September. On Friday: DJIA declined -0.51% to close at 53,414.25, ending lower at -0.09% for the week. S&P 500 decreased -0.38% to 7,718.60, but managed a slight weekly gain of +0.27%. Nasdaq fell -0.29% on Friday to 26,506.99, locking in a weekly gain of +0.56%. Key Market Drivers. Top 3 catalysts for the week were: Memory & chip stocks performed strongly (led by names like $Micron Technology(MU)$ , $Western Digital(WDC)$ & $SanDisk Corp.(SNDK)$), whil
Replying to @CHINNY168:Hi, tks for reading my post and helping to Repost so more people will get to read about it. Check out my latest 2 post ok. Thanks//@CHINNY168:Great article, would you like to share it?
On Fri, 04 Sep 2026 a hotter-than-expected August employment report, increased market anxiety & boosted expectations that US Fed might lift short-term interest rates at its upcoming meeting. Yield Movements: 10-Year Yield: Climbed by about 2 basis points to end the session at 4.78% â 4.79%. 20-Year Yield: Remained relatively steady/flat, holding close to 5.24%. 30-Year Yield: Edged up slightly by roughly 1 basis point to close around 5.25%, hovering near multi-decade highs driven by broader concerns over long-term inflation & expanding US public debt. What will it be come Monday?
@JC888:Surge US Bond Yields Crushing Tech Stocks ?
Dell ended the first week of September trading higher. It rose by +1.50% capping the week at $524.14. Will it be the same next given, given Trumpâs latest tariffs tantrum...
Replying to @CHINNY168:Hi, tks for reading my post and helping to Repost so more people will get to read about it. Thanks//@CHINNY168:Great article, would you like to share it?
With US jobs (Non Farm payroll) report coming in stronger than forecasts, the probability of Fed raising interest rate in the coming September 2026 FOMC meeting - just got firmer. With that DELL's opening price just turned red when it was green earlier in the day. Hmmm... will all ends well by end of Friday trading ?
With US Non Farm Payroll (Jobs) report coming in stronger than expected, the probability of US Federal Reserves cutting or holding interest rate status quo - just diminished, paving the way for a 0.25% interest hike, as FOMC convenes on Sep 15-16.
On Fri, 04 Sep 2026 - US non farm payroll rose by 162K jobs surpassing Wall St estimates. Historically, a stronger-than-expected US jobs report typically causes 10-year, 20-year, and 30-year Treasury yields to rise. Robust labour data signals economic resilience and higher inflation risks, prompting investors to price out Fed interest rate cuts or price in potential rate hikes, leading to a sell-off in government bonds that pushes yields upward.
@JC888:Surge US Bond Yields Crushing Tech Stocks ?
Replying to @nimbly:Hi, thank you for reading my post and sharing your views. Indeed, it is a tad earlier for the association. Nonetheless, from the look of its past quarterly earnings, it is a "good" investment option. So is HPE that is more 'affordable' and has dividend to sweeten the investment. Agree ?//@nimbly:Calling Dell the next Magnificent 7 still feels early â AI server demand is real, but are the margins and R&D intensity really in that league
In contrast to Dell that is slated to open higher on Friday, HPE is poised to open lower in 2 hours' time. HPE (for now) will open -0.16% lower at $54.35 per share. (see attached) Same 2 stocks under Nasdaq index, however DELL is expected to open higher than Thursday and HPE lower.
With 3 hours to go before US market opens for Friday trading, on the Dow composite futures are marginally down by - 0.08%. S&P 500 and Nasdaq composite futures indexes are up by +0.09%*& +0.52%respectively. On that note, Dell is poised to open higher too by +0.77%. (see attached) Let's hope it's a good first week of September 2026 closing.
For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu
Replying to @RalphWood:Hi, thanks for reading my post and sharing your views. Unsure if you noticed too that semiconductor stocks seemed to be rather volatile of late. Does it mean some investors are still concern about excessive Capex over AI buildout ? Like I have mentioned in my previous post on NVDA's earnings - if it could prove that YoY AI-revenue gains are sustainable, this might alleviate investors' concerns - that in my opinion are valid.//@RalphWood:For NVDA and AMZN, capex funding cost matters more than the headline yield level. If the 10Y keeps ripping while earnings estimates stall, tech multiples stay under pressure
@JC888:Surge US Bond Yields Crushing Tech Stocks ?
30mins into Thursday trading, US treasury yields for 10 years, 20 years & 30 years have eased marginally from last Thu, 30 Aug 2026 peak. Still both 20 years & 30 years treasury yields are still above the 5% level. (see attached)
@JC888:Surge US Bond Yields Crushing Tech Stocks ?