Stock Market Blog
Daily stock market analysis, trade alerts, and trading education from Ross Givens and the Traders Agency team.

August PCE Report: Headline Inflation at 3.4%, Below Forecasts; Core Holds at 3.0% as Spending Jumps 0.9%
August 2026 PCE data show headline inflation at 3.4% year-over-year, below the 3.7% forecast, while core PCE held at 3.0%, consumer spending jumped 0.9% and traders pushed back October rate-hike odds.

Will Surging Yields Crush the Market?
The 10-year is at 20-year highs, breadth is cracking, and yet earnings estimates keep climbing. Ross looks at what actually needs to break before yields become a bigger problem.


Options Flow and Unusual Activity
Unusual options activity reveals where big money bets—learn how to find it, read sweeps vs blocks, and trade it safely.

Hormel Foods to Acquire Brakebush Brothers for $1.055 Billion in Cash, Eyes Fiscal 2028 EPS Accretion
Hormel Foods has agreed to acquire value-added chicken supplier Brakebush Brothers for about $1.055 billion in cash, funded with cash on hand and long-term debt, with adjusted EPS accretion expected beginning fiscal 2028.

The NEXT BIG AI Trade Isn’t an AI Stock… It’s THIS
The next big AI stock isn't a chatbot or chip maker—it's the payment rail AI agents use to transact. Here's the trade nobody's watching.


HPE Lands First Helios Order: Vultr Commits $1.2 Billion for AMD-Powered AI Racks
HPE said cloud provider Vultr placed a $1.2 billion order for AMD Helios AI Rack by HPE systems — what HPE calls its first order for the new rack-scale platform pairing AMD Instinct GPUs with HPE networking.

Boeing Wins Navy's F/A-XX Contract for Sixth-Generation Carrier Fighter in Deal Reported Above $20 Billion
Boeing has been selected by the U.S. Navy to build the F/A-XX sixth-generation carrier fighter, a deal CNBC reported as worth more than $20 billion, citing the defense departments. Northrop Grumman lost the award.

30-Year Treasury Yield Tops 5.6%, Highest Since 2002, as Long-End Selloff Weighs on Stocks
The 30-year Treasury yield topped 5.6% on Tuesday, its highest since June 2002, as fiscal deficit worries, energy costs and Fed-hike bets drove a long-end selloff that pressured stocks and bank shares.

Novo Nordisk Licenses Hengrui's Phase 1-Ready Once-Weekly Oral Obesity Candidate in Deal Worth Up to $2.6 Billion
Novo Nordisk has licensed Hengrui Pharma's Phase 1-ready HRS-1596, a GLP-1/GIP dual receptor agonist with potential for once-weekly oral dosing, in a deal worth up to $2.6 billion including $300 million upfront, according to the companies and Reuters.

Stock Market Today: Utilities Leads While S&P 500 Slips
Utilities led the session while the S&P 500 slips. See the validated market scorecard, sector performance, and what traders are watching next.

Bad Trading in a Bad Market
A rough market can make you question good trades. The bigger danger is what frustration makes you do next.
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