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Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him

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Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him Habib Ur Rehman Tue, September 8, 2026 at 4:00 PM PDT 3 min read GOOG MU Micron Technology, Inc. (NASDAQ: MU ) and Alphabet Inc. (NASDAQ: GOOGL ) offer two ways to invest in AI demand. One sells essential memory; the other must turn computing capacity into services customers will pay for. Insider Monkey's tracked worksheet sample counted 184 Micron holders in Q2 2026 versus 154 in Q1, while Alphabet's Class A shares attracted 275 holders versus 265. Against that broader historical backdrop, Stanley Druckenmiller's Duquesne Family Office moved in different directions. Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him Its March 31 filing listed 23,400 Micron shares and no Alphabet position. The June 30 filing omitted Micron and listed 336,300 Alphabet Class A shares. The comparison establishes the quarter-end changes, not exact trade dates, a direct transfer of proceeds or...

ONEOK (OKE) is Funding a $4.4B Acquisition With a $9B Minority Investment. Is the 7% Capped Return Attractive?

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ONEOK (OKE) is Funding a $4.4B Acquisition With a $9B Minority Investment. Is the 7% Capped Return Attractive? Jeff Lewis Fri, September 4, 2026 at 8:03 AM PDT 4 min read OKE ONEOK, Inc. (NYSE: OKE ) agreed to acquire Brazos Midstream's Permian Midland Basin assets for $4.425 billion in cash. A $9 billion nonvoting minority equity investment from Apollo-managed funds will fund the acquisition and support approximately $5 billion of debt extinguishment. ONEOK, Inc. (NYSE:OKE) expects pro forma 2027 leverage to decline to approximately 3.25 times debt-to-EBITDA without common-share issuance. The minority investor's internal rate of return, or IRR, is capped at 7.0% for nine years, below what ONEOK, Inc. (NYSE:OKE) describes as its cost of publicly traded equity. The cap applies to total return over time, not a fixed annual cash coupon. Freedom Broker Turns Cautious on ONEOK (OKE) Despite Higher Price Target Bull Case Apollo-managed funds will receive a Class B interest in a new ...

Trump says will stop trade with some countries if Fed doesn’t lower rates

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Article about global economy: Trump says will stop trade with some countries if Fed doesn’t lower rates 🔥 EXCLUSIVE PARTNER OFFER Ordinateur portable Jumper EZbook S7 Hi 15,6 pouces, 12 Go + 256 Go, Windows 11 Intel Comet Lake 5205U Dual Core, prise américaine (gris) 265 💥 Massive discount! Save big on this must-have item. Free shipping available! 🛒 Buy Now on AliExpress → Affiliate link — Commission earned at no extra cost to you 📰 Original source: https://www.investing.com/news/economy-news/trump-says-will-stop-trade-with-some-countries-if-fed-doesnt-lower-rates-93CH-4889694 © EcoNews DZ — Global Economic & Financial News

Hospitality and education boosts US job creation in August

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Image source, Getty Images By Michael Race Business reporter , Reporting from New York Published 4 September 2026, 13:54 BST Updated 4 minutes ago A boost in hospitality and education employment drove the US economy to create tens of thousands more jobs than expected last month, latest figures suggest. The number of roles added to the world's biggest economy increased by 162,000 in August, almost triple the 56,000 forecast by analysts. An increase in employment during the final month of the summer in restaurants and bars, as well as in local government education ahead of the new school year, was behind the rebound. The stronger jobs figures are likely to add to growing expectations that the Federal Reserve will increase interest rates later this month. Last week, Kevin Warsh, head of the US central bank, signalled that rates could be hiked if policymakers were not confident price rises were easing for Americans. Inflation, which measures price increases over time, remains above th...

Stocks making the biggest moves premarket: AMC, USA Rare Earth, Lululemon, Adobe & more

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Stocks making the biggest moves premarket: AMC, USAR, LULU, ADBE Skip Navigation Markets Business Investing Tech Politics & Policy Video Watchlist Investing Club PRO Livestream Menu Check out the companies making the biggest moves in premarket trading: AMC Entertainment The movie theater company gained 5.5% after its CEO slammed Robinhood for its stock tokens for AMC and others, calling the practice contemptible, outrageous and vile. Shares of Robinhood slipped nearly 2%. Equifax , TransUnion The credit monitoring companies shed xx and xxx, respectively. Federal Housing Finance Agency Director Bill Pulte said on X late Thursday that Equifax, TransUnion and Experian have been "overcharging Americans for too long. This will end soon." Rare earth stocks Shares of rare earth companies moved higher following a Reuters report that some Chinese firms halted U.S. shipments due to geopolitical concerns. USA Rare Earth and Critical Metals both added roughly 4%, while MP Materials ...

Fear not the bond market skinny dippers

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Rising yields reflect higher AI-led growth, which means swimming costumes for all 🔥 EXCLUSIVE PARTNER OFFER Airbrush with Compressor Portable Airbrush Painting Mini Spray Gun for Painting Paint Crafts Airbrush Compressor Paint Spray Gun Special Price 🔥 Limited time offer! Grab your favorite item at an incredible price. Quality guaranteed! 🛒 Buy Now on AliExpress → Affiliate link — Commission earned at no extra cost to you 📰 Original source: https://www.ft.com/content/3a232341-a470-4270-84a7-5c0e5782db3b?syn-25a6b1a6=1 © EcoNews DZ — Global Economic & Financial News

Global bond sell-off likely not over yet, Mohamed El-Erian tells CNBC

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Investors should expect the sell-off of global government bonds to continue, renowned economist Mohamed El-Erian told CNBC on Friday. "I don't see any appetite in the U.S. for immediate fiscal consolidation. So I suspect we will continue to see upward pressures on yields," he told CNBC's Carolin Roth at the Ambrosetti Forum in Cernobbio, Italy. Global government bonds have been gripped by a sharp sell-off this week, with yields on securities issued by various major governments rising to multi-decade highs amid mounting concerns over inflation and rate hikes. Bond yields and prices move inversely to one another. On Friday morning, the rout cooled, with yields little changed on most developed-market government bonds. U.S. Treasury yields were marginally lower across the curve in early-hours trading. El-Erian, the Rene M. Kern Practice Professor at the University of Pennsylvania's Wharton School and chief economic adviser at Allianz, told CNBC he did not see anythin...

Money market account vs. Treasury bill: Which option is best for your savings?

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Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure . Money market account vs. Treasury bill: Which option is best for your savings? Both offer high-than-average interest earnings, but serve different purposes. Sarah C. Brady Contributor Wed, September 2, 2026 at 11:35 AM PDT 4 min read If you think it doesn't matter where you keep your savings, think again. There are several options for depositing your cash, each with different perks and limitations. If you choose a money market account (MMA) , you'll have easy access to your money, but the interest rate on the account could drop at any time. With Treasury bills (AKA T-bills), the opposite is true: You can't access your money as easily, but your rate of return is guaranteed as long as you leave your money on deposit until the maturity date. As you can see, those two features alone make these accounts useful for...

Analysis-Yen’s changing fortunes might finally be spooking the bears

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Article about global economy: Analysis-Yen’s changing fortunes might finally be spooking the bears 🔥 EXCLUSIVE PARTNER OFFER AOCHUAN 3-Axis Handheld Gimbal Stabilizer SmartXE for Smartphone for iPhone Android AI Face Tracking TikTok Vlog Special Price 💎 Exclusive offer! The product everyone is talking about is now at a special price. 🛒 Buy Now on AliExpress → Affiliate link — Commission earned at no extra cost to you 📰 Original source: https://www.investing.com/news/economy-news/analysisyens-changing-fortunes-might-finally-be-spooking-the-bears-4888902 © EcoNews DZ — Global Economic & Financial News

The university degree is losing its lustre

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Technological and economic shifts are eroding the graduate premium 🔥 EXCLUSIVE PARTNER OFFER 70mai Dash Cam M310 Plus 2K 1440P 143°FOV F1.55 Smart Voice Control 24H Parking Guard Night Vision 70mai M310 Plus 2K Car DVR Special Price 🔥 Limited time offer! Grab your favorite item at an incredible price. Quality guaranteed! 🛒 Buy Now on AliExpress → Affiliate link — Commission earned at no extra cost to you 📰 Original source: https://www.ft.com/content/54cf40cd-149f-40db-b603-21aecd5f66ec?syn-25a6b1a6=1 © EcoNews DZ — Global Economic & Financial News

The inflation genie could be out of the bottle — and bond markets are sounding the alarm

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A sharp sell-off in global government bonds is exposing investor anxiety that the macroeconomic backdrop may be shifting toward persistently higher inflation, as governments struggle to rein in spending and sovereign debt. Pressure on yields is not just a factor of this year's rise in government borrowing and higher energy prices. Investors highlight a pivot away from globalization toward protectionism, and geopolitical tensions, which have materialized in trade tariffs, industrial reshoring and increased defense spending, as signs of a broader shift that could keep inflation structurally higher. That would mark a decisive break from the generally low and comparatively stable inflation environment that followed the global financial crisis heralding wide-ranging implications for investors' portfolios. U.S. 10-Year Treasury. "Structural features of the global economy have shifted and now create inflationary, rather than disinflationary impulses," said Emma Moriarty, po...

America must learn AI lessons from Astro Boy

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Asian cultures harbour a very different attitude towards technologies that are regarded as threatening in the west 🔥 EXCLUSIVE PARTNER OFFER Translator HTC NE20 New Bluetooth 6.0 Wireless Headphones Translation Earphones IPX4 Waterproof Rating Long Battery Life Special Price ⚡ Flash sale! Get the best deals on AliExpress today. Hurry, stocks are limited! 🛒 Buy Now on AliExpress → Affiliate link — Commission earned at no extra cost to you 📰 Original source: https://www.ft.com/content/68751904-522a-41cc-85e0-08015fe75059?syn-25a6b1a6=1 © EcoNews DZ — Global Economic & Financial News

Where credit card balances are highest, and what it says about a K-shaped economy

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Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure . Where credit card balances are highest, and what it says about a K-shaped economy Kendall Little Senior Writer, Credit Cards Wed, September 2, 2026 at 7:31 AM PDT 6 min read Growing credit card balances are a reality for many Americans in 2026. Since the second quarter of 2025, U.S. credit card balances have increased from $1.21 trillion to $1.26 trillion, according to the New York Fed's Household Debt and Credit Report . Experian data shows average consumer credit card balances are also up slightly, from $6,618 in 2025 to $6,659 today. But debt doesn't look the same for everyone. In many ways, today's credit card debt story mirrors the divide associated with the K-shaped economy : Higher-income consumers are more willing to carry a balance to fund their goals, while lower-income consumers may be accumulating...

Brazil’s Vale drops IPO plans for critical minerals unit, The Globe and Mail reports

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Article about global economy: Brazil’s Vale drops IPO plans for critical minerals unit, The Globe and Mail reports 🔥 EXCLUSIVE PARTNER OFFER 3MP Smart Life Tuya 1080P WiFi Door Bell Eye Peephole Camera 5000mAh Battery PIR Motion Detector IR Alexa Google Digital Viewer Special Price 🌟 Hot deal! This trending product is flying off the shelves. Get yours before it's too late! 🛒 Buy Now on AliExpress → Affiliate link — Commission earned at no extra cost to you 📰 Original source: https://www.investing.com/news/stock-market-news/brazils-vale-drops-ipo-plans-for-critical-minerals-unit-the-globe-and-mail-reports-4888724 © EcoNews DZ — Global Economic & Financial News

South Korea's AI rally is reshaping romance, reality shows and academic preferences

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South Korea's AI stock rally is rapidly transforming different corners of the country's society ranging all the way from romance to academics. In Korea's dating scene, professionals such as physicians, lawyers and judges, have traditionally been the most sought-after. Now the preferences are changing, as the AI boom makes those working in the chip sector flush with hefty bonuses the new gems of the dating pool. "Recently, we've seen increased preference for people working in semiconductor companies such as SK Hynix and Samsung Electronics, as well as AI-related occupations," said a spokesperson for Korean matchmaking company Gayeon. Samsung and SK Hynix both joined the trillion-dollar club earlier this year, and their share prices have each surged around 95% and around 135% so far this year. Big bonus payouts have given employees at the chip giants an edge. Last year, SK Hynix agreed to share 10% of its operating profit, which comes to roughly 700 million won...

From cake to pizza: How to get the best birthday freebies (and why there's a catch)

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Image source, Getty Images Image caption, From meals to beauty products, you can get a lot of freebies on your birthday By Yasmin Rufo Business reporter Published 52 minutes ago "It's your birthday!" Cue the influx of emails offering you all sorts of freebies. Sign up to the right apps and loyalty schemes and you could spend the day enjoying free cake, meals out, beauty treats and even cinema snacks. Here are some of the things you can get on or around your birthday - and why they may not all be as free as they seem. Cakes, cookies and chocolates Most chain coffee shops and bakeries offer a birthday treat through their loyalty apps. You can get a free sweet treat, usually a cake, cookie, muffin or doughnut, from Greggs, Costa, Caffè Nero, Krispy Kreme, Gail's, Subway and Ole & Steen if you have registered your date of birth in advance. Lidl Plus members can claim a free bakery doughnut within seven days of their birthday, while M&S Sparks members can choose t...

How Is Vertex Pharmaceuticals' Stock Performance Compared to Other Biotech Stocks?

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How Is Vertex Pharmaceuticals' Stock Performance Compared to Other Biotech Stocks? Neha Panjwani Wed, September 2, 2026 at 8:44 AM PDT 2 min read VRTX Vertex Pharmaceuticals logo By Midea Boston, Massachusetts-based Vertex Pharmaceuticals Incorporated (VRTX) develops and commercializes therapies for treating cystic fibrosis (CF). Valued at $139 billion by market cap, the company invests in scientific innovation to create transformative medicines for people with serious diseases. Companies worth $10 billion or more are generally described as "large-cap stocks," and VRTX perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the biotechnology industry. VRTX derives its primary competitive strength from its global monopoly in CF treatments, anchored by flagship blockbusters like Trikafta/Katori which generate robust cash flow to fuel its high-impact clinical pipeline. More News from Barchart Dear Game...

The big August jobs report is due out Friday. Here's what to expect for what has been a jobless summer

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The August jobs report set to be released Friday is expected to put the final touches on what has been a relatively jobless summer. If expectations hold, the Bureau of Labor Statistics count will show growth of just 53,000 in nonfarm payrolls, according to the Dow Jones consensus estimate. Even with the anemic growth rate, that is expected to be enough to keep the unemployment rate at 4.1%. More broadly, though, the report would follow counts for June and July that together showed a net loss of 3,000 jobs. Also, the initial August numbers have been revised lower for the past four years in a row. Together, the data suggest a labor market in neither boom nor bust mode one that is increasingly becoming an afterthought for Federal Reserve officials looking to plot their next monetary policy action. The current state of the jobs picture is "stable but unexciting," said Dan North, senior economist for Allianz Trade North America. "I don't see a whole lot of really robust ...

S&P 500 posts back-to-back gains as Treasury yields retreat: Live updates

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Equities moved higher on Thursday, while Treasury yields pulled back, as investors grew hopeful that the Federal Reserve may leave interest rates unchanged this month. The S&P 500 rose 1.06% to end at 7,747.71, while the Nasdaq Composite rose 1.4% to 26,584.06. The Dow Jones Industrial Average climbed 624.16 points, or 1.18%, to 53,686.11. It was the best day since Aug. 4 for the 30-stock index. The benchmark 10-year Treasury note yield was last at 4.77%, declining after Federal Reserve Governor Christopher Waller said he'd be " inclined to support " holding rates steady barring any surprises in upcoming inflation data. On Wednesday, the yield hit its highest level since November 2023 . Bets among fed funds futures traders that the central bank would raise rates in a couple weeks fell to 50.4% after his statement, according to the CME FedWatch tool . That's down from 63.2% a day ago. Waller's remarks, along with the sharp rise in the yen, supported the drop i...

How Is Elevance Health’s Stock Performance Compared to Other Health Providers?

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How Is Elevance Health’s Stock Performance Compared to Other Health Providers? Kritika Sarmah Wed, September 2, 2026 at 4:57 AM PDT 2 min read ELV Elevance Health world headquarters By jetcityimage Elevance Health, Inc. (ELV) is an Indianapolis-based health benefits company that provides health insurance and related services, including medical, dental, vision, pharmacy, life, and disability benefits. With a market capitalization of about $85.4 billion, ELV sits firmly in the large-cap category and ranks among the major players in the U.S. health insurance industry. The company's competitive edge is rooted in its scale, strong brand recognition, and extensive healthcare networks. More News from Barchart Dear GameStop Stock Fans, Mark Your Calendars for September 8 SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity Why Analysts Think Sellas Life Sciences Stock Can Gain 150% From Here Our exclusive Barchart Brief newsletter is your FREE midday guide to what'...