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Oracle's Trillion-Dollar Leap: AI Demand and Massive Cloud Deals Propel Tech Giant to New Heights
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN GOOGL IBM META MSFT NVDA
Exposures Artificial Intelligence Economy
5G and AI Ignite Semiconductor Boom: A New Era of Innovation and Explosive Growth
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
Tickers AAPL INTC MU QCOM TSM
Exposures Artificial Intelligence Intellectual Property Supply Chain
Macro Briefing - Thursday, Sep. 11
Via Talk Markets
Topics Economy
Exposures Interest Rates
The Federal Reserve's Tightrope Walk: Navigating Sticky Inflation and a Softening Labor Market
Via MarketMinute
Topics Artificial Intelligence Bonds Credit Cards
Tickers ANET BABA DG DHI DLTR F
Exposures Artificial Intelligence Debt Markets Economy
Job Done But Negative Surprise Could Still Force The ECB Out Of Its Good Place
Via Talk Markets
Topics Economy
Exposures Interest Rates
Rising Costs From Tariffed Goods Push Retail Prices Higher In August
Via Benzinga
Topics Economy World Trade
Tickers BBY JPM WMT
Exposures Interest Rates Tariff
Nvidia's AI Reign Intensifies with Record Revenue and Next-Gen GPUs: A Market-Defining Dominance
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AMD AMZN DELL GOOGL INTC META
Exposures Artificial Intelligence Supply Chain
Federal Reserve Prepares for Pivotal September Meeting: A Deep Dive into Rate Cut Expectations and Market Implications
Via MarketMinute
Topics Bonds Economy Supply Chain
Tickers BLDR CAT CCL CROX LEN PHM
Exposures COVID-19 Debt Markets Economy
Apple's AI Ambitions and iPhone Future Spark Mixed Analyst Sentiments for 2025
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL BAC GOOGL MSFT
Exposures Artificial Intelligence Economy Supply Chain
Dow Jones Industrial Average Soars To New Highs After CPI Inflation Meets Expectations
Via Talk Markets
Topics Economy Stocks
Exposures Interest Rates US Equities
Geopolitical Winds Reshape Smartphone Production: Apple and Samsung Navigate a Fractured Global Supply Chain in 2025
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL MSI NVDA QCOM
Exposures Artificial Intelligence COVID-19 Economy
Fed Rate Cut Outlook Divides Wall Street: Morgan Stanley Shifts Stance Amid Economic Crosscurrents
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers DHI F GM LEN MS MSFT
Exposures Artificial Intelligence Debt Markets Economy
Bond Market Tremors: Yields Plummet as Rate Cut Hopes Intensify Amidst Economic Softening
Via MarketMinute
Topics Bonds Economy
Tickers AMZN BAC DHI DLR GM JPM
Exposures Debt Markets Economy Interest Rates
Tech and Growth Stocks: Riding the Wave of Looser Monetary Policy
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AAPL AMZN MSFT
Exposures Artificial Intelligence Debt Markets Economy
The Foldable Frontier: Navigating a Shifting Market as Samsung's Z Fold 7 Ignites Renewed Interest
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL GLW MSI QCOM
Exposures Artificial Intelligence Supply Chain
The Ascent of Aspiration: How 'Premiumization' is Reshaping the Global Smartphone Market
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL GOOGL
Exposures Artificial Intelligence Supply Chain
Samsung's Dual Challenge: Foldables Face Android Onslaught as Chip Business Navigates AI Boom and Foundry Woes
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL NVDA
Exposures Artificial Intelligence Supply Chain
Interest Rate Tides Turning: How Cheaper Money Fuels Corporate Profits and Ignites Equity Markets
Via MarketMinute
Topics Artificial Intelligence Bonds Credit Cards
Tickers AAPL ABNB BA BLDR CAT DHI
Exposures Artificial Intelligence Debt Markets Economy
Samsung Unveils Thinnest-Ever Galaxy Z Fold 7, Reshaping Foldable Landscape with AI Focus
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL GOOGL MSI QCOM
Exposures Artificial Intelligence Supply Chain Tariff
Beyond September: Markets Brace for Sustained Fed Rate Easing in Late 2025
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN GS HD JPM MSFT NEE
Exposures Artificial Intelligence Debt Markets Economy
Stock Market Soars to New Highs: Rate Cut Hopes Fueling a Bullish Frenzy
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AAPL AVGO BA BLDR CAT CROX
Exposures Artificial Intelligence Debt Markets Economy
Federal Reserve's Dovish Pivot: A Response to a Weakening Labor Market
Via MarketMinute
Topics Bonds Economy Supply Chain
Tickers BAC BLDR CAT DAL DHI F
Exposures Debt Markets Economy Interest Rates
The Intelligent Evolution: How AI, Premiumization, and Steady Growth are Reshaping the 2025 Smartphone Market
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers AAPL GOOGL QCOM
Exposures Artificial Intelligence Supply Chain Tariff
Apple's iPhone 17 Series Debuts to Lukewarm Reception, Sparking $112 Billion Stock Dip
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
Tickers AAPL AVGO BAC GOOGL MS QCOM
Exposures Artificial Intelligence Financial Intellectual Property
Fed Rate Cut in September: Is a 25 Basis Point Reduction Now a Certainty?
Via MarketMinute
Topics Bonds Credit Cards Economy
Tickers AMZN AXP DHI GS JPM NVDA
Exposures COVID-19 Debt Markets Economy
Kroger Interim CEO Highlights Shift To Coupons, Private Labels Amid Economic Pressures: ‘Customers Are Feeling Stressed’
Via Stocktwits
Topics Artificial Intelligence Economy
Tickers DUHP KR PKW VFMF
Exposures Artificial Intelligence Economy
AIXA Miner Cloud Mining: Expanding Access to Crypto Mining Through Scalable Contracts in 2025
Via GlobePRwire
Topics Economy
Exposures Economy
Analyzing the August CPI Report: A Tightrope Walk for the Fed Amidst Persistent Inflation and a Cooling Labor Market
Via MarketMinute
Topics Bonds Economy Energy
Tickers AMZN BAC DHI JPM MSFT NVDA
Exposures Debt Markets Economy Fossil Fuels
Federal Reserve Poised for September 2025 Rate Cut Amidst Cooling Labor Market
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN BAC DHI DUK F GM
Exposures Artificial Intelligence Debt Markets Economy
The Trump Crypto Conundrum: From Skeptic to Sovereign of Digital Assets
Via MarketMinute
Topics Economy Government Lawsuit
Tickers COIN HOOD SQ
Exposures Financial Interest Rates Legal
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