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Fastly Shares Skyrocket 44% as Agentic AI Revolution Ignites Record Earnings and 2026 Outlook
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AKAM AMZN FSLY GOOGL NET
Exposures Artificial Intelligence Economy Financial
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The Superconducting Leap: Microsoft Tests ‘Lossless’ Power Lines to Break the AI Energy Wall
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AMSC AMZN EXC GOOGL MSFT NEE
Exposures Artificial Intelligence Economy Supply Chain
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Nuveen to Acquire Schroders for $13.5 Billion, Forging $2.5 Trillion Asset Management Titan
Via MarketMinute
Topics Bonds Retirement
Tickers BEN BLK
Exposures Debt Markets Pension
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IBM's AI Sentiment Reset: A 6.5% Slide Marks a 'Great Rotation' in the Tech Landscape
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers ADBE CFLT CRM IBM NOW
Exposures Artificial Intelligence Interest Rates US Equities
News headline image
Zebra Technologies Shares Soar 14% on Massive Q4 Revenue Beat and Bullish 2026 Forecast
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ABB CGNX HON PI TER WMT
Exposures Artificial Intelligence Supply Chain
News headline image
Equinix Shares Surge 11% as AI Infrastructure Boom Fuels Record Bookings and Bullish 2026 Outlook
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers CRM DLR IRM
Exposures Artificial Intelligence Economy Financial
News headline image
Vertiv Shares Skyrocket 23% as AI Infrastructure "Supercycle" Drives Record $15 Billion Backlog
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMD AMZN CSCO ETN MSFT NVDA
Exposures Artificial Intelligence Financial Lead
News headline image
Alphabet’s $20 Billion AI Infrastructure Play: The Rise of the Century Bond
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN GOOGL IBM MSFT MSI NVDA
Exposures Artificial Intelligence Debt Markets Economy
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The "AI Scare Trade": Real Estate Service Giants Plunge as Automation Fears Grip Wall Street
Via MarketMinute
Topics Artificial Intelligence
Tickers BXP CBRE CWK JLL NMRK SLG
Exposures Artificial Intelligence
News headline image
S&P 500 Eyes the 7,000 Horizon: A New Era of Market Milestones and AI Anxiety
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers ADBE BTU CRM EQIX IBM LUMN
Exposures Artificial Intelligence Coal Economy
News headline image
The 2026 Jobs Surprise: Why 130,000 New Jobs Triggered a Wall Street Retreat
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAPL CFG COF HCA HOOD JPM
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Great Divergence: AI and Energy Powerhouses Leave the Rest of the S&P 500 in the Dust
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers AMZN GOOGL HUM META MSFT NEE
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
The $100 Billion Debt Tsunami: How the AI Infrastructure Race is Reshaping Corporate Credit
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN GOOGL META MSFT ORCL T
Exposures Artificial Intelligence Debt Markets Interest Rates
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Earnings Resiliency: S&P 500 Profits Climb 8.4% as Fundamentals Justify Stretched Valuations
Via MarketMinute
Topics Artificial Intelligence Economy Initial Public Offering
Tickers AAPL AMZN GOOGL JPM MSFT NKE
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Celestica (CLS) Raises 2026 Targets Amid Explosive AI Infrastructure Demand
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AMZN ANET AVGO CLS CSCO FLEX
Exposures Artificial Intelligence Supply Chain
News headline image
The Arctic Thaw: White House Pivot on Greenland Eases Trade Tensions and Fuels Market Optimism
Via MarketMinute
Topics Economy World Trade
Tickers ASX:ETM CRML TSX:AMRQ TSX:MOLY
Exposures Economy Supply Chain Tariff
News headline image
The Hidden Weakness in the Labor Market: How the 2025 Jobs Mirage Reshapes the 2026 Outlook
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers AMZN GS JPM MSFT NVDA WMT
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Ad-Tech Giant AppLovin Faces 'Priced for Perfection' Reckoning as Shares Plunge 20%
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AAPL APP GOOGL META MGNI TTD
Exposures Artificial Intelligence Economy Financial
News headline image
Energy Dominance: Why the S&P 500's Top Performer is Fueling the 2026 Market Rotation
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers BP CVX NEE PWR SHEL SU
Exposures Artificial Intelligence Economy US Equities
News headline image
The Unshakable Birkin: How Hermès Outpaced a Volatile 2025 Global Market
Via MarketMinute
Topics Artificial Intelligence Economy
Exposures Artificial Intelligence Economy Interest Rates
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Zebra Technologies Gallops Ahead: 14.2% Surge Defies Mixed Market as Visibility Tech Hits 2026 Maturity
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers CGNX HON PI ROK ZBRA
Exposures Artificial Intelligence Supply Chain
News headline image
The Megadeal Resurgence: Bank of America Forecasts 2026 as the Year the 'Liquidity Logjam' Finally Breaks
Via MarketMinute
Topics Artificial Intelligence Economy Initial Public Offering
Tickers BAC BX GOOGL GS JPM KKR
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Tug-of-War: Trump Demands 'Lowest Rates' as Labor Market Defies Gravity
Via MarketMinute
Topics Bonds Economy Government
Tickers BAC GS JPM MSFT NVDA PHM
Exposures Debt Markets Economy Interest Rates
News headline image
Bond Market Braces for 'No Landing' as Blockbuster Jobs Data Crushes March Rate Cut Hopes
Via MarketMinute
Topics Bonds Credit Cards Economy
Tickers BAC DHI JPM NVDA
Exposures Debt Markets Economy Interest Rates
News headline image
The 'SaaSpocalypse' Arrives: Why the Software Sector Is Facing a Brutal Reckoning
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers AMD AMZN CRM INTU MSFT NOW
Exposures Artificial Intelligence Economy
News headline image
The 'AI Panic' of 2026: Real Estate Service Stocks Suffer Deepest Losses Since Pandemic
Via MarketMinute
Topics Artificial Intelligence
Tickers CBRE CIGI CWK JLL NMRK SCHW
Exposures Artificial Intelligence
News headline image
The Tale of Two Toymakers: Hasbro Ascends on Digital Might as Mattel Faces 'Barbie Hangover'
Via MarketMinute
Topics Economy Intellectual Property
Tickers HAS MAT
Exposures Economy Intellectual Property
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Micron Shares Soar 10% as CFO Confirms HBM4 Volume Shipments and 2026 Sell-Out
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers META MSFT MU NVDA SSNLF TSM
Exposures Artificial Intelligence Economy Financial
News headline image
The Warsh Revolution: A New Era of Productivity-Led Growth at the Federal Reserve
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers ABX DHI GOLD GS HBAN JPM
Exposures Artificial Intelligence Debt Markets Economy
News headline image
January’s ‘10 out of 10’ Jobs Shocker: Why 130,000 New Payrolls Are Sending Rate Cut Hopes Into a Tailspin
Via MarketMinute
Topics Economy
Tickers CAT GS HCA JPM LEN UNH
Exposures Economy Interest Rates
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