Investment Review №345. Treasuries vs Stocks
S&P 500 From May 5 to May 16, 2026
Key Events on the US Stock Market
05.05.2026 — 7259
- AMD, Inc. (AMD) delivered strong Q1 FY26 results, beating expectations and doubling its outlook for the server CPU market on increasing demand for MI450 AI accelerators.
06.05.2026 — 7365
- Walt Disney (DIS) reported strong Q2 FY26 results, driven by successful theatrical releases, streaming growth, and record theme-park revenue.
12.05.2026 — 7400
- U.S. inflation remained elevated in April, with CPI at 3.8% YoY and core index at 2.7%; the acceleration was led by housing, gasoline, food, and household services.
13.05.2026 — 7444
- U.S. PPI rose 6.0% YoY in April, while core PPI increased 5.2%, with energy, trade, and transportation services the main contributors.
- Cisco Systems (CSCO) posted strong Q3 FY26 results, beating expectations across key metrics, raising full-year guidance, and citing surging demand for AI infrastructure and networking equipment.
16.05.2026
- Kevin Warsh assumed the role of Fed Chair and proposed to cut rates, reduce the Fed’s balance sheet, ease bank regulation, and revise inflation targets.