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News headline image
The Industrial Supercycle: Comfort Systems Shatters Records Amid 'Unprecedented' Infrastructure Demand
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers EME FIX JCI PWR
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
AI Dominance Drives Meta to New Heights: 8% Rally Signals 'Epoch of Execution' in Digital Advertising
Via MarketMinute
Topics Artificial Intelligence
Tickers AAPL AMZN GOOGL META PINS SNAP
Exposures Artificial Intelligence
News headline image
The $37 Billion Question: Azure’s Growth Slowdown Sparks Investor Reckoning Over AI ROI
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMD AMZN GOOGL MSFT NVDA ORCL
Exposures Artificial Intelligence Economy Financial
News headline image
S&P 500 Earnings Resilience: 75% Beat Rate and Double-Digit Growth Propel Markets to New Heights
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAPL EQIX GE PLTR RTX TECK
Exposures Artificial Intelligence Economy Interest Rates
News headline image
U.S. Labor Market Defies Gravity: Jobless Claims Plunge to 206,000, Shaking Fed Rate Cut Hopes
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN GOOGL GS JPM NVDA WMT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Consumer Resilience Shakes Off Winter Chill: U.S. Retail Sales Post Strong Rebound in January 2026
Via MarketMinute
Topics Economy
Tickers AMZN TGT WMT
Exposures Economy Interest Rates Supply Chain
News headline image
Trump’s “Central Casting” Choice: Kevin Warsh Nominated to Lead Federal Reserve into New Era
Via MarketMinute
Topics Economy Government World Trade
Tickers AAPL BAC CAT CG DJT JPM
Exposures Economy Interest Rates Political
News headline image
The $55 Billion Gaming Gambit: Electronic Arts Goes Private in the Dawn of the New Mega-LBO Era
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers EA JPM MSFT SONY TTWO
Exposures Artificial Intelligence Economy
News headline image
A New Giant in the Oil Patch: Devon and Coterra’s $21.4 Billion Merger Signals the Dawn of the 'Mega-Independent' Era
Via MarketMinute
Topics Economy Energy
Tickers CTRA CVX DVN EOG F FANG
Exposures Fossil Fuels Supply Chain
News headline image
Akamai’s AI Ambitions Trigger 10% Stock Plunge: The Costly Price of Edge Intelligence
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AKAM FSLY NET NVDA
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Apple Weight: How a $3.9 Trillion Giant is Navigating the 2026 AI Valuation Reset
Via MarketMinute
Topics Artificial Intelligence Economy Retirement
Tickers AAPL AMZN GOOGL META MSFT NVDA
Exposures Artificial Intelligence Interest Rates Pension
News headline image
Retail Giant Stumbles on Trade Policy: Walmart’s Conservative 2026 Outlook Triggers Market Retreat
Via MarketMinute
Topics Artificial Intelligence Bankruptcy Economy
Tickers ARM COST TGT WMT
Exposures Artificial Intelligence Economy Financial
News headline image
Crude Awakening: Trump’s Nuclear Ultimatum to Iran Ignites Oil Rally and Market Volatility
Via MarketMinute
Topics Economy Government Stocks
Tickers ASX:BOL CVX DAL F LMT NOC
Exposures Economy Fossil Fuels Interest Rates
News headline image
Liquidity Cracks in Private Credit: Blue Owl Withdrawal Limits Spark Sector-Wide Sell-Off
Via MarketMinute
Topics Artificial Intelligence Bonds
Tickers APO ARES BLK BX KKR OWL
Exposures Artificial Intelligence Debt Markets
News headline image
Sticky Inflation: December PCE Data Reignition Challenges Federal Reserve’s Rate-Cut Path
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AAPL AMZN BAC F JPM NVDA
Exposures Artificial Intelligence Debt Markets Economy
News headline image
U.S. GDP Growth Slows to 1.4% in Q4 2025 as Government Shutdown Drags on Economy
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ALL DAL FITB GD KEY LDOS
Exposures Artificial Intelligence Economy Interest Rates
News headline image
SCOTUS Strikes Down Trump’s 'Reciprocal Tariffs' in Major Constitutional Rebuke; $175 Billion in Refunds Loom
Via MarketMinute
Topics Economy Government Law Enforcement
Tickers AA COST GT LVMUY TM UA
Exposures Economy Financial Interest Rates
News headline image
The $1.6 Trillion Gambit: Inside Saudi Aramco’s Massive 2026 Asset Blitz
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers BLK CVX SHEL XOM
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
Fertilizer Shock: Global Food Security at Risk as Prices Surge 2.4% in Early 2026
Via MarketMinute
Topics Economy Energy
Tickers ADM BG CF MOS NTR TSX:NTR
Exposures Ethanol Fossil Fuels Interest Rates
News headline image
Seed Diplomacy: How Patanjali’s 1.5 Million Malaysian Seed Deal is Rewiring the Global Palm Oil Map
Via MarketMinute
Topics Derivatives Economy Supply Chain
Exposures COVID-19 Derivatives Economy
News headline image
Supply-Side Discipline: Tronox Defies Tepid Demand to Push Titanium Dioxide Pricing Higher
Via MarketMinute
Topics Bankruptcy Economy
Tickers CC KRO PPG SHW TROX
Exposures Financial Legal Supply Chain
News headline image
World Bank Forecasts Commodity Prices to Hit Six-Year Low in 2026 Amid Historic Oil Surplus
Via MarketMinute
Topics Economy Energy
Tickers ASX:RIO CVX DAL FCX FDX RIO
Exposures COVID-19 Economy Fossil Fuels
News headline image
Copper’s Cooling Period: Prices Retreat from Record Highs as Market Stabilizes After January Surge
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers ASX:BHP ASX:RIO BHP FCX GLNCY NEE
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Golden Catch-Up: Why Goldman Sachs Sees a Bull Market Despite Recent Price Retreats
Via MarketMinute
Topics Bonds ETFs Economy
Tickers ABX AEM GOLD GS NEM
Exposures Debt Markets Interest Rates
News headline image
The Great Acreage Shift: USDA Forecasts 2026 Pivot From Corn to Soybeans Amid Massive Surplus
Via MarketMinute
Topics Energy
Tickers ADM BG CTVA DE IVZ
Exposures Ethanol Fossil Fuels
News headline image
Winter’s Wrath: U.S. Natural Gas Prices Surge 78% as Arctic Blast Rocks Energy Markets
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers CF DOW DUK EQT LNG NEE
Exposures Artificial Intelligence Coal Economy
News headline image
WTI Crude Oil Hits Six-Month High Amid US-Iran Tensions
Via MarketMinute
Topics Economy Government
Tickers AAL CVX DAL F FDX MPC
Exposures Economy Fossil Fuels Political
News headline image
The Golden Age of $5,000: How Newmont and Barrick Forged the 'Era of Super-Margins'
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers ABX GOLD NEM
Exposures Artificial Intelligence Economy Fossil Fuels
News headline image
The Silver Rollercoaster of 2026: From Triple-Digit Peaks to an $80 'New Normal'
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers AG
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
The New Gold Standard: Central Bank Accumulation and Record ETF Inflows Redraw the Global Reserve Map
Via MarketMinute
Topics ETFs Economy
Exposures Interest Rates
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