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News headline image
Goldman Sachs CEO David Solomon Signals Bullish 2026 Outlook, Citing AI 'Supercycle' and Deregulation Tailwinds
Via MarketMinute
Topics Artificial Intelligence Economy Initial Public Offering
Tickers AMZN ANET AVGO DLR EQIX GS
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The $55 Billion Power Play: Electronic Arts Goes Private as the Mega-LBO Returns to Wall Street
Via MarketMinute
Topics Bonds Economy
Tickers EA GOOGL JPM MSFT TTWO
Exposures Debt Markets Interest Rates
News headline image
AppLovin’s AI Armor Cracks: 18% Plunge Follows Earnings as Market Reassesses the "Software Moat"
Via MarketMinute
Topics Artificial Intelligence
Tickers AAPL APP APPS GOOGL META TTD
Exposures Artificial Intelligence
News headline image
Margin Pressures at Cisco Systems Drag Dow Lower as AI Infrastructure Costs Surge
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers ANET CSCO HPE MU
Exposures Artificial Intelligence Financial Interest Rates
News headline image
Applied Materials Shares Surge 14.1% as AI ‘Giga-Cycle’ Drives Record Growth
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMAT ASML KLAC LRCX MU
Exposures Artificial Intelligence Economy Financial
News headline image
Airbnb Stock Surges 6% Following Strong Revenue and 10% Booking Increase in Q4 2025
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers ABNB BKNG EXPE HLT MAR META
Exposures Artificial Intelligence Financial
News headline image
DraftKings Hits Earnings Grand Slam, But Shares Tank 15% on Souring 2026 Outlook
Via MarketMinute
Topics Earnings Economy
Tickers DKNG FLUT MGM PENN
Exposures Financial Interest Rates
News headline image
Cool Down: January CPI Beat Ignites March Rate Cut Hopes as Inflation Hits 2.4%
Via MarketMinute
Topics Artificial Intelligence Bonds ETFs
Tickers AAPL C COST EQIX GS JPM
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Great Rotation: Silver and Commodities Surge as AI Fatigue and Hawkish Fed Trigger Stock Market Retreat
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers AG DIA HL PAAS QQQ SPY
Exposures Artificial Intelligence Interest Rates US Equities
News headline image
The Return of the Mega-Deal: How 2026’s Regulatory Pragmatism is Reshaping Corporate America
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers COF CTRA CYBR DFS DVN EW
Exposures Artificial Intelligence Economy
News headline image
The 2nm Schism: AI Surges and Automotive Stumbles Drive Semiconductor Volatility in 2026
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers AAPL AMD ARM ASML INTC MSFT
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
Vanguard’s $11.6 Trillion Evolution: The 2026 ETF Playbook for the Modern Investor
Via MarketMinute
Topics Artificial Intelligence Bonds ETFs
Tickers AMZN BLK BX INFY SPGI STT
Exposures Artificial Intelligence Debt Markets Interest Rates
News headline image
Homebuilders Surge as Inflation Cools to 2.4%; Sumitomo Snaps Up Tri Pointe Homes in $4.5 Billion Deal
Via MarketMinute
Topics Bonds Economy
Tickers DHI LEN TPH
Exposures Debt Markets Economy Interest Rates
News headline image
US Consumer Confidence Hits 12-Year Low: What the 'Sentiment Schism' Means for Investors in 2026
Via MarketMinute
Topics Economy Workforce World Trade
Tickers AAPL AMZN COST DG F GM
Exposures Economy Interest Rates Layoff
News headline image
Dow Jones 267-Point Slide: Blue-Chip Leaders and the AI Reality Check
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AAPL CRM CSCO GS KO MRK
Exposures Artificial Intelligence Debt Markets Interest Rates
News headline image
The Great Filter: How "AI Anxiety" is Decimating Legacy Tech While Forging New Titans
Via MarketMinute
Topics Artificial Intelligence Workforce
Tickers AMZN CSCO GS HPE IBM INTC
Exposures Artificial Intelligence Layoff
News headline image
The Great 2026 Divergence: Tech Titans Rise on AI Execution While Healthcare Reaps a Regulatory Whirlwind
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
Tickers AMD AVGO AZN CRM GSK HCA
Exposures Artificial Intelligence Intellectual Property Interest Rates
News headline image
Sterling Infrastructure Positions for 2026 Surge as Data Center Demand Fuels Record Earnings Outlook
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMZN GVA META MTZ STRL
Exposures Artificial Intelligence Financial Supply Chain
News headline image
Federal Backing and Podcast Buzz Send USA Rare Earth Stock Soaring as ‘Project Vault’ Takes Shape
Via MarketMinute
Topics Bonds Economy Electric Vehicles
Tickers ASX:MIN JPM MP TMRC USAR
Exposures Debt Markets Economy Electric Vehicles
News headline image
The Physical Bottleneck: Why Wall Street Is Abandoning AI Software for Power and Steel
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers ADBE AMZN AVGO BE CEG CRM
Exposures Artificial Intelligence Economy
News headline image
Powering the AI Revolution: Energy Transfer Sets the Stage for High-Stakes February 17 Earnings Report
Via MarketMinute
Topics Artificial Intelligence Emissions Energy
Tickers EPD ET KMI MSFT ORCL TRGP
Exposures Artificial Intelligence Electricity Generation Fossil Fuels
News headline image
QuantumScape (QS) at the $10 Crossroads: Analyzing the 2026 Speculation and the Solid-State Battery Race
Via MarketMinute
Topics Bankruptcy Electric Vehicles Supply Chain
Tickers QS SLDP SSNLF TM TSLA VLKAF
Exposures Electric Vehicles Financial Legal
News headline image
The Lithium Fever Returns: $12 Billion US 'Project Vault' and Argentina Deal Spark Global Battery Metal Surge
Via MarketMinute
Topics ETFs Economy
Tickers ALB ASX:RIO BYDDY F LAC QS
Exposures Interest Rates Supply Chain
News headline image
The Golden Pivot: Precious Metals Shatter Records as Dow Sinks Below 50,000
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers ABX APP CSCO DELL GOLD NEM
Exposures Artificial Intelligence Economy Interest Rates
News headline image
SpaceX Sets Sights on $1.5 Trillion Public Debut: The AI-Aerospace Merger That Could Redefine Wall Street
Via MarketMinute
Topics Artificial Intelligence Economy Electric Vehicles
Tickers AMZN BA GOOGL LMT MS NOC
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
S&P 500 Skids Toward Weekly Loss Despite Cooling Inflation: The 2026 AI Paradox
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers APP CSCO
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Inflation Thaw: Cooling January Data Fuels 83% Odds of June Fed Rate Cut
Via MarketMinute
Topics Economy Energy
Tickers AAPL GS JPM MSFT NVDA PLD
Exposures Economy Fossil Fuels Interest Rates
News headline image
Inflation Hits Five-Year Low: Markets Fret Over AI Disruption Despite CPI Cooling
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers AAPL AMAT RIVN
Exposures Artificial Intelligence Economy Fossil Fuels
News headline image
Silver Slumps 9.7% in 'Leverage Flush' as $75.78 Support Tested Amidst 6th Year of Supply Deficit
Via MarketMinute
Topics Artificial Intelligence Bonds ETFs
Tickers AG
Exposures Artificial Intelligence Debt Markets Electric Vehicles
News headline image
The Golden Renaissance: Global Demand Shatters Records as Central Banks Anchor a New Monetary Era
Via MarketMinute
Topics Bonds ETFs Economy
Tickers ABX GOLD JPM NEM UBS
Exposures Debt Markets Economy Interest Rates
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