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News headline image
The Platformization Tax: Palo Alto Networks Shares Slide on Tightening 2026 Profit Margins and Massive Acquisition Costs
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers CRWD FTNT IBM PANW S ZS
Exposures Artificial Intelligence Financial
News headline image
Occidental Petroleum Surges 9.4% as Q4 Earnings Crush Estimates Amid Rising Crude Prices
Via MarketMinute
Topics Earnings
Tickers ARM BRK-A BRK-B CVX DAL OXY
Exposures Financial Fossil Fuels
News headline image
Booking Holdings Beats Earnings but Shares Sink as AI Disruption Fears Mount
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers ABNB BKNG EXPE GOOGL MSFT
Exposures Artificial Intelligence Financial
News headline image
Garmin Shares Explode 10% on Record Q4 Earnings and Aggressive 2026 Growth Forecast
Via MarketMinute
Topics Economy Electric Vehicles
Tickers AAPL GOOGL GRMN JPM SSNLF
Exposures Electric Vehicles Supply Chain
News headline image
Gold’s Historic Ascent: As Prices Breach $5,000, Analysts Eye a $10,000 ‘Supercycle’
Via MarketMinute
Topics Economy Stocks World Trade
Tickers ABX AEM BAC FNV GOLD NEM
Exposures Economy Interest Rates Tariff
News headline image
Amazon’s ‘Capex Shock’ Oversold? Morgan Stanley Calls Bottom as Tech Indicators Flash Rare Buy Signals
Via MarketMinute
Topics Artificial Intelligence Bonds Supply Chain
Tickers AMZN GOOGL MRVL MS MSFT NVDA
Exposures Artificial Intelligence Debt Markets Supply Chain
News headline image
Chokepoint Crisis: Crude Surges as Persian Gulf Tensions Threaten Global Energy Arteries
Via MarketMinute
Topics Economy
Tickers CVX XOM
Exposures Economy Fossil Fuels
News headline image
Global Payments Surges 16% as Worldpay Integration and Massive Buyback Signal a New Era in Merchant Solutions
Via MarketMinute
Topics Artificial Intelligence Fraud
Tickers FI FIS FISV GPN SQ
Exposures Artificial Intelligence Legal
News headline image
The Rail Revolution: Union Pacific and Norfolk Southern Aim to Redraw the American Map with $85 Billion Merger
Via MarketMinute
Topics Economy Emissions
Tickers BRK-A BRK-B CSX NSC UNP
Exposures Economy Supply Chain
News headline image
Walmart Reports Q4 Fiscal 2026 Earnings: $30 Billion Buyback and E-commerce Profitability Met with Cautious Outlook
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers AMZN ARM COST DG TGT VZIO
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Silicon Giants Forge $600 Billion AI Future: Nvidia and Meta Announce Massive Multi-Year Infrastructure Alliance
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AMD ARM GOOGL INTC META MSFT
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Fed Minutes Reveal 'Hawkish Pause' as Inflation Stalls, Sending 10-Year Yields Toward 4.1%
Via MarketMinute
Topics Economy
Tickers AAPL GS JPM MET NVDA PHM
Exposures Economy Interest Rates
News headline image
Trade Gap Widens: US Deficit Surges as Tariff Turmoil Grips 2026 Markets
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers AAPL BA CAT UUUU X
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
A Heavy-Duty Union: Chart Industries and Flowserve Complete $19 Billion Merger to Define the 'Nexus of Clean'
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers BKR CR FLS GTLS UNP
Exposures Artificial Intelligence Climate Economy
News headline image
DoorDash Reaffirmed as 'Buy' by Deutsche Bank: The Logistics Giant's Evolution Beyond the Dinner Plate
Via MarketMinute
Topics Economy
Tickers ADRNY AMZN ARM CART DASH DB
Exposures Economy
News headline image
Fed Divided: FOMC Minutes Reveal 'Hawkish Pause' as Inflation Remains Sticky
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers ABX GOLD GS JPM MSFT NEE
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Boston Scientific’s $14.5B Penumbra Mega-Merger: A Strategic Reshaping of the Medtech Landscape
Via MarketMinute
Tickers ABT BSX DHR EW EXAS JPM
News headline image
Shale's New Titan: Devon Energy Finalizes $21.4 Billion Merger with Coterra to Reshape the American Oil Patch
Via MarketMinute
Topics Economy
Tickers CTRA CVX DVN EOG FANG HAL
Exposures Supply Chain
News headline image
Wayfair (W) Q4 2025 Results: 7.4% Revenue Growth Amidst Macro Headwinds
Via MarketMinute
Topics Economy World Trade
Tickers AMZN ARM ETD HVT RH W
Exposures Supply Chain Tariff
News headline image
The Golden Age of M&A: How Goldman Sachs Reclaimed the Crown in a Record-Breaking 2025
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers EA EVR GOOGL GS JPM MS
Exposures Artificial Intelligence Economy Interest Rates
News headline image
US Energy Stocks Surge as Geopolitical Tensions Ignite Oil Rally
Via MarketMinute
Topics ETFs Earnings Economy
Tickers BRK-A BRK-B CVX OXY XOM
Exposures Climate Economy Financial
News headline image
The Paper of Record’s Record Run: Berkshire Hathaway’s Billion-Dollar Vote of Confidence Propels New York Times to All-Time High
Via MarketMinute
Topics Artificial Intelligence Stocks
Tickers ASX:NWS BRK-A BRK-B GCI IAC NWS
Exposures Artificial Intelligence US Equities
News headline image
Robinhood Shares Plunge 11.3% as Crypto Revenue Miss Shadows Solid Profit Beat
Via MarketMinute
Topics ETFs
Tickers COIN FIS HOOD IBKR SCHW
Exposures Coal
News headline image
The Amazon Divide: Berkshire Hathaway Retreats as Morgan Stanley Bets on a GenAI Revolution
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN BRK-A BRK-B GOOGL MS MSFT
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The $25 Billion Identity Pivot: Palo Alto Networks Redefines AI Security with CyberArk Acquisition
Via MarketMinute
Topics Artificial Intelligence Hacking
Tickers CRWD CSCO CYBR MSFT OKTA PANW
Exposures Artificial Intelligence Information Security
News headline image
Streaming Giant’s $82.7 Billion Gambit: Netflix Closes in on Warner Bros. Discovery Amid High-Stakes Bidding War
Via MarketMinute
Topics Artificial Intelligence Intellectual Property
Tickers AAPL AMZN DIS NFLX PSKY WBD
Exposures Artificial Intelligence Intellectual Property
News headline image
Gold Shatters $5,000: Geopolitics and 'Dollar Decoupling' Fuel Historic Rally
Via MarketMinute
Topics Economy
Tickers AAPL ABX AEM BAC FNV GOLD
Exposures Economy Interest Rates
News headline image
Geopolitical Storm Clouds Gather: Oil Surges as U.S. Weighs Military Action Against Iran
Via MarketMinute
Topics Economy Energy Government
Tickers AAPL AMZN CVX DAL F UAL
Exposures Economy Fossil Fuels Interest Rates
News headline image
US Labor Market Defies Gravity: February Jobs Surge Calms Spending Fears but Puts Fed Cuts on Ice
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers APLD BAC DHI JPM LEN MSFT
Exposures Artificial Intelligence Economy Interest Rates
News headline image
NVIDIA and Meta Forge Massive Multi-Year AI Alliance as GB300 Systems Take Center Stage
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AMD INTC META MU NVDA
Exposures Artificial Intelligence Supply Chain
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