Investment Review №345. Treasuries vs Stocks

S&P 500 From May 5 to May 16, 2026

Key Events on the US Stock Market

S&P 500

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.

16, Dostyk street, integral non-residential facility No.2, Yessil district Astana, Republic of Kazakhstan (Talan Towers Offices).

+7 7172 67 77 55 - Free from landline numbers in Kazakhstan; calls from international and mobile numbers are chargeable.

7555 - free from mobile operators in Kazakhstan [email protected], [email protected]

Notify about fraudulent activities or security issues regarding this resource: fbroker.kz/trustcenter

Owning securities and other financial instruments is always associated with risks: the value of securities and other financial instruments can both rise and fall. Past investment results do not guarantee future income. In accordance with the law, the company does not guarantee or promise future returns on investments, nor does it provide guarantees regarding the reliability of potential investments or the stability of potential income.

Freedom Finance Global PLC provides brokerage (agency) services in the securities market on the territory of the Astana International Financial Center (hereinafter referred to as AFSA) in the Republic of Kazakhstan. Subject to compliance with requirements, conditions, restrictions and/or directions of the Acting Law of the AFSA, the Company is authorized to conduct the following Regulated Activities under License No. AFSA-A-LA-2020-0019: Dealing in Investments as Principal, Dealing in Investments as Agent, Managing Investments, Advising on Investments, Arranging Deals in Investments.

S&P Global ratings – “B+/B”, outlook “Positive”.

Ownership of securities and other financial instruments always involves risks: the cost of securities and other financial instruments may rise or fall. Past investment results do not guarantee future returns. In accordance with the legislation, the company does not guarantee or promise the profitability of investments in the future, does not guarantee the reliability of possible investments and the stability of the amount of possible income.

The information on the website is updated as part of keeping the data up-to-date and meeting regulatory disclosure requirements. Please note that these updates are for informational purposes only and are not marketing materials!