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News headline image
The Great Pivot of 2026: Investors Flee 'AI Fatigue' for the Safety of Utilities and Staples
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers AAPL AMZN BLK CSCO GOOGL META
Exposures Artificial Intelligence Coal Interest Rates
News headline image
Alphabet Defies Equity Volatility with Landmark $32 Billion Global Debt Sale
Via MarketMinute
Topics Artificial Intelligence Bonds Earnings
Tickers AMZN BCS GOOGL META MS MSFT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Albemarle Idles Kemerton Lithium Plant: A Strategic Retreat to Tighten Global Supply
Via MarketMinute
Topics Earnings Economy Electric Vehicles
Tickers ALB ASX:IGO ASX:PLS ASX:WES F GM
Exposures Economy Electric Vehicles Financial
News headline image
The Great Thaw or a Cold Front? US Labor Market Hits 5-Year Low as Fed Maintains 'Hawkish Pause'
Via MarketMinute
Topics Artificial Intelligence Economy Workforce
Tickers GOOGL MSFT RCRUY RHI ZIP
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Industrial Renaissance: US Manufacturing Snaps Year-Long Slump as ISM Index Hits 52.6
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers CAT DE DOW GEV HON MMM
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
The AI Scare Trade: Why Real Estate and Wealth Giants are Seeing Billions Evaporate
Via MarketMinute
Topics Artificial Intelligence Economy Regulatory Compliance
Tickers CBRE JLL SCHW
Exposures Artificial Intelligence Economy Legal
News headline image
The Algorithmic Ax: Why AI Fears Triggered a Historic Sell-Off in Traditional Freight Brokerage
Via MarketMinute
Topics Artificial Intelligence
Tickers CHRW EXPD LSTR RIME RXO
Exposures Artificial Intelligence
News headline image
Humana’s 2026 Guidance and the Crisis in Managed Care
Via MarketMinute
Topics Earnings Economy
Tickers CVS ELV HUM UNH
Exposures Financial Interest Rates
News headline image
The Value Pivot: McDonald’s Q4 Results Reveal a Defensive Masterclass in a Price-Sensitive 2026 Economy
Via MarketMinute
Topics Earnings Economy Supply Chain
Tickers ASX:RBD BROS CMG DASH MCD QSR
Exposures Economy Financial Interest Rates
News headline image
The AI "Inference" Engine: Equinix Shares Rocket 10% on Powerhouse 2026 Forecast
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ANET BE DLR EQIX NVDA VRT
Exposures Artificial Intelligence Economy
News headline image
Cisco Shares Plunge 12% as AI-Driven Memory Costs Squeeze Margins
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers ANET CSCO DELL GOOGL HPE MSFT
Exposures Artificial Intelligence Coal Financial
News headline image
Inflation Thaw: February CPI Slips to 2.4%, Calming Markets After ‘SaaSpocalypse’ and Shutdown Volatility
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL AMZN CRM CSCO GS JPM
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Oracle Shares Surge 9.6% as CMS Modernization Deal Solidifies OCI’s Public Sector Dominance
Via MarketMinute
Topics Artificial Intelligence
Tickers AMZN GOOGL MSFT NVDA ORCL
Exposures Artificial Intelligence
News headline image
Software-mageddon: The $800 Billion Tech Selloff and the Death of the SaaS Model
Via MarketMinute
Topics Artificial Intelligence Stocks
Tickers ADBE CRM INTU MSFT NOW ORCL
Exposures Artificial Intelligence US Equities
News headline image
The AI Engine Propels Wall Street to a Historic Peak: Dow Jones Hits 50,000
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AVGO CAT GS INTC JPM MSFT
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Great Consolidation: US Bank M&A Hits 7-Year High in 2026 as Regulatory Clouds Part
Via MarketMinute
Topics Artificial Intelligence
Tickers BAC CATY CMA FHN FITB JPM
Exposures Artificial Intelligence
News headline image
Arctic Thaw: Wall Street Rallies as White House Pivot to Diplomacy Over Greenland Eases Global Trade Tensions
Via MarketMinute
Topics Economy Stocks World Trade
Tickers AAPL ASX:RIO CRML FCX RIO TSLA
Exposures Economy Supply Chain Tariff
News headline image
S&P 500 Shatters 7,000 Milestone: AI Industrialization and Policy Tailwinds Fuel Historic Market Momentum
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AMZN AVGO CRM META MSFT MU
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Warsh Era Begins: A Pragmatic Pivot for the Federal Reserve
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers ABX BAC GOLD GS JPM MS
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Great Divergence: Sarah Hansen Warns Investors of the Fracturing 'K-Shaped' Economy
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers ARM DG LVMUY MSFT NVDA WMT
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Great Plateau: U.S. Shale Enters a Mature Era as Growth Engine Stalls
Via MarketMinute
Topics Artificial Intelligence
Tickers CTRA CVX DVN FANG HAL OXY
Exposures Artificial Intelligence
News headline image
The Apple Exception: How the Tech Giant Defies the ‘Most Admired’ Market Curse
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL CSCO GE GOOGL IBM QCOM
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Hegseth Ultimatum: Anthropic Faces 'Supply Chain Risk' Designation as Safety Negotiations Stall
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN GOOGL META MSFT PLTR
Exposures Artificial Intelligence Supply Chain
News headline image
The SaaSpocalypse of 2026: Why AppLovin and Cisco’s Record Earnings are Falling on Deaf Ears
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ADBE AMZN APP CRM CSCO GOOGL
Exposures Artificial Intelligence Economy
News headline image
The Great Defensive Pivot: Utilities Surge 6.9% as AI Infrastructure Realities Reshape the Market
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers CEG FCX GS JPM MSFT NEE
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The AI Reality Check: Nasdaq Snaps Five-Week Slide as Market Rotates Toward Defensive Stability
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers ADBE AMAT AMZN CRM INFY INTU
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Inflation Hits 2.4% in January: Market Braces for Rate Cuts as Yields Slide
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AAPL AMT ASX:TWR BAC JPM MSFT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
A Dealmaking Renaissance: Goldman Sachs CEO David Solomon Forecasts 2026 as Record-Breaking Year for M&A
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers EVR GS JPM LAZ MS UBS
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Era of the Mega-Regional: Fifth Third Bancorp Finalizes $12.3 Billion Acquisition of Comerica
Via MarketMinute
Topics Artificial Intelligence
Tickers BAC CMA FITB HBAN JPM KEY
Exposures Artificial Intelligence
News headline image
ASCO GU 2026: Merck and Protara Poised to Disrupt Bladder and Kidney Cancer Standards
Via MarketMinute
Topics Intellectual Property
Tickers ALPMY AZN BMY CGON JNJ MRK
Exposures Intellectual Property Product Safety
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