Robinhood Exec Says AI Boom Could Keep Stocks Ripping Higher but Bonds Could Crash the Party

8-K filing — APPLIED MATERIALS INC /DE (AMAT)

Filed: 2026-08-27 AccNo: 0001628280-26-059257 Size: 210 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

Mizuho Maintains Outperform on Applied Materials, Lowers Price Target to $590

Mizuho analyst Vijay Rakesh maintains Applied Materials (NASDAQ:AMAT) with a Outperform and lowers the price target from $650 to $590.

Applied Materials Sees Years Of AI-Fueled Growth Ahead

Applied Materials positions for strong growth as AI drives 80% of chip equipment demand. JPMorgan reiterates an Overweight rating.

A 10-Year Treasury Bond Now Pays More Than 118 Of America's Biggest Companies

Only 3.85% of S&P 500 stocks now yield more than the 10-year Treasury, the lowest since May 2007. Benzinga found 118 mega-caps that pay less.

SoFi Technologies' SoFi Plus: Can Paid Membership Drive Growth?

SoFi Technologies relaunched its premium SoFi Plus membership in Q2 2026, reaching 206,000 paid subscribers with $24 million in annualized revenue. The subscription strategy is working, with 25% of subscribers adding additional products. Management aims for 1 million subscribers within a year, implying $120 million in annual revenue. Meanwhile, competitors Robinhood and Chime are expanding their financial services offerings.

Shares of crypto-linked stocks are trading higher as Bitcoin's price rises above $80,000 as the digital token extends its rally.