TradFi

In 2026, major commodities have continued to strengthen. Gold ETFs saw a single-month inflow of $18.0 billion, and traditional 60/40 portfolios face structural challenges. This article examines the deeper impact of commodities on asset allocation, drawing on the Fed’s rate hikes, U.S. Treasury yields, and the performance of U.S. stocks.

The Federal Reserve raised rates by 25 basis points to 3.75%–4.00% in September 2026. Based on historical statistics from institutions such as Jefferies and Charles Schwab, along with current U.S. stock market data, this article analyzes the performance differences among utilities, energy, and technology stocks.

Snap’s ad revenue share dropped from 87% to about 80%, and its non-ad revenue annualized to over $1 billion. This article breaks down whether Specs AR glasses and the Specs Intelligence AI Agent can support a shift toward revenue diversification.

In September 2026, the Federal Reserve will restart rate hikes after a three-year pause. Defensive sectors will lead the rally first, unlike how the 2015–2018 cycle began.

This article examines the valuation pressure that the 5.3% threshold poses for technology stocks and high-multiple growth stocks. It also lays out the asset-pricing logic after the Federal Reserve’s rate hikes.

Palantir’s P/E ratio hits 150x. Q2 revenue grew 93% year over year, and its U.S. commercial revenue is up 149%. Here’s a breakdown of its growth drivers, the disagreement over Wall Street’s price targets, and the valuation-risk logic.

The U.S. SEC issues a temporary innovation exemption that allows genuinely backed stock tokens to trade on-chain in compliance with the rules. The agency also explicitly excludes synthetic tokens. This article outlines the exemption’s key provisions, reviews the latest data on tokenized stocks, and analyzes how the move could reshape traditional stock-market rules.

S&P Global completes two crypto transactions within three days, leads a $110 million financing round for Kaiko, and acquires OpenZeppelin—extending its focus from data to code security. This article breaks down the deal logic and analyzes how it could affect SPGI’s stock price and valuation.

Tempus AI’s stock price is up more than 30% this week, and it is currently trading at $80.3. This article reviews the latest TEM financial results, strategic partnerships, and product pipeline developments. It also analyzes the growth logic behind the AI precision healthcare segment.

GNRC closed at $207.4, up 18.5% for the day. This article offers an in-depth look at Generac’s financial fundamentals, the impact of major Amazon data center orders, and the valuation logic—highlighting key investment considerations.