
Schwab Midyear 2026: AI Risk, Bonds, Global Stocks
Schwab's 2026 midyear market outlook identifies AI dependency risk, sticky inflation, and a 4%–4.5% 10-year Treasury range as the half-year's defining forces.
Daily Digest
Daily Digest
Pomegra Newswire - Page 82 of 112
Daily market coverage from the PomiNews desk - every story with sentiment, impact, and key takeaways

Schwab's 2026 midyear market outlook identifies AI dependency risk, sticky inflation, and a 4%–4.5% 10-year Treasury range as the half-year's defining forces.

A historic heat dome has pushed New York City temperatures to 100°F, triggering emergency health protocols, widespread power disruptions, and urgent warnings for workers in lower Manhattan's…

The Philippine Ombudsman filed a non-bailable plunder case against Senator Rodante Marcoleta at the Sandiganbayan on July 3, 2026, over P75 million in undeclared campaign donations received ahead…

Palantir lifts its full-year revenue forecast to $7.66 billion after Q1 2026 earnings show 85% growth, with enterprise AI demand now outpacing the company's capacity to deliver.

Advanced Micro Devices has become the standout performer of the 2026 tech rally, with shares up 153% year-to-date as insatiable demand for AI compute reshapes the semiconductor landscape.

Broadcom forecast a record $16 billion in AI semiconductor revenue for its fiscal third quarter of 2026, more than tripling from the year-earlier period, while the AVGO stock slid on investor…

US GDP contracted 0.3% in Q1 2025, the first decline in three years, as import surges from tariff front-running erased five points of headline GDP growth and consumer spending lost meaningful…

G7 leaders at Évian set a 60% rare earth dependency ceiling and $74 billion in minerals investment while oil markets recovered from the historic Hormuz supply crisis.

India's Sensex climbs 591 points and the Nifty 50 today holds above 24,350 in a third straight session of gains, driven by falling crude oil prices and broad IT sector strength.

The Dow 30 set a fresh stock market record of 52,900 on July 2, driven by a weak US jobs report that added only 57,000 June payrolls, easing rate-hike fears and sparking a broad rotation into value.

The Supreme Court's June 29 decision blocking the firing of Fed Governor Lisa Cook has intensified — not ended — White House efforts to restructure the central bank, with allies now turning to…

GameStop reaffirms its $55.5 billion eBay bid and raises fiscal 2026 adjusted EBITDA guidance above $600 million, nearly doubling the prior year's result.
Comcast's June 29 tax-free spinoff of NBCUniversal and Sky creates two focused public companies, ending a 15-year broadband-media integration bet that eroded more than 30% of shareholder value.

US Treasury bonds and fixed income markets will observe a shortened July 4 schedule, with an early 2 p.m. ET close on July 2 and a full closure on July 3.

Hormaz Fatakia's CNBC TV18 segment flags NACL Industries and Minda Corporation among top trending stocks India traders should target entering Q3 2026.

E-mini S&P 500 futures pointed to a higher open Thursday as a weaker-than-expected June payrolls print reduced Federal Reserve rate-hike odds and drove the Dow Jones to a record close.

China's landmark ESG disclosure framework, aligned with ISSB and IFRS standards, introduces mandatory sustainability fund rules covering 59% of the country's listed market value beginning April 2026.

With Shenzhen's APEC summit 2026 months away, China's rare earth export controls on US firms are forcing a market redefinition of bilateral trade dynamics and critical supply chains.

Investors rotated out of semiconductor hardware into AI software, sending the Nasdaq lower and erasing billions in gains from a historic first-half rally.

The yen tumbled to 162.38 per dollar — a 40-year USD JPY low not seen since 1986 — as Japan's Ministry of Finance signals a shift to ambush-style tactics on the forex market.

Global commercial real estate investment reached $216 billion in Q1 2026 as institutional capital returns decisively to office, industrial, and premium housing sectors amid stabilizing rates.

Apple is in talks to source DRAM and NAND flash from Pentagon-blacklisted Chinese makers CXMT and YMTC as a 55-60% memory price surge driven by AI data center demand threatens iPhone 18 margins.

Wall Street split on July 2 as tech weakness dragged the Nasdaq-100 down 1.61% while financial sector gains lifted the Dow Jones to a record close of 52,900.

The June nonfarm payrolls print of 57,000 — less than half the 110,000 consensus forecast — eased pressure on the Federal Reserve ahead of its critical July 29 rate decision, cooling bets on an…

Philippine President Marcos arrives in Vancouver for his first state visit to Canada in 11 years, signing energy, trade, and defense accords with PM Mark Carney.

Solana's daily active addresses approach 7 million in July 2026, retesting yearly highs as SOL ecosystem metrics and institutional adoption diverge sharply from the token's price decline.

US indexes retreat at H2 2026's open as semiconductor profit-taking and Fed Chair Warsh's hawkish Sintra tone accelerate the market rotation away from high-flying tech names.

Nuvama's Aakash K. Hindocha names REC Limited and Oberoi Realty as his top India stock picks, citing record earnings, structural demand tailwinds, and compelling valuations in the power finance…

Maybank Investment Bank has sharply revised earnings forecasts upward for a clutch of Malaysia stocks, issuing a second-half 2026 strategy that tilts decisively toward technology and selective…

South Korea's Kospi falls 6.25% on July 2 as Samsung Electronics and SK Hynix bear the brunt of a broadening global semiconductor selloff triggered by Meta's cloud computing pivot.