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News headline image
The Mining Super-Titan: Rio Tinto and Glencore Confirm Resumption of $200 Billion Merger Talks
Via MarketMinute
Topics Artificial Intelligence Electric Vehicles Supply Chain
Tickers ASX:BHP ASX:RIO BHP FCX GLNCY NGLOY
Exposures Artificial Intelligence Coal Electric Vehicles
News headline image
SolarEdge’s Solar Resurrection: How a Strategic Pivot and Domestic Manufacturing Doubled Shares in 2025
Via MarketMinute
Topics Artificial Intelligence Economy Electric Vehicles
Tickers ENPH NEE RUN SEDG
Exposures Artificial Intelligence Electric Vehicles Interest Rates
News headline image
US Household Wealth Hits Record $180 Trillion: The AI Wealth Effect and Consumer Resilience in 2026
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers AMD AMZN AVGO GOOGL LVMUY META
Exposures Artificial Intelligence Economy Interest Rates
News headline image
AI Memory Supercycle: Micron Shares Surge as Mizuho Forecasts Explosive 2026 Growth
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMD AMZN GOOGL MU NVDA SSNLF
Exposures Artificial Intelligence Economy
News headline image
Reddit (RDDT) Shares Hit Record Highs as 400% Earnings Growth Ignites AI 'Data Moat' Narrative
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers GOOGL META NYT RDDT TSLA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Eli Lilly Solidifies Immunology Dominance with $1.2 Billion Acquisition of Ventyx Biosciences
Via MarketMinute
Tickers ABBV BMY LLY NVO VTYX
News headline image
Intel Shares Surge 10% as Trump Meeting Solidifies 'National Champion' Status and 1.8nm Breakthrough
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AMD AMZN ASML INTC MSFT NVDA
Exposures Artificial Intelligence Political Supply Chain
News headline image
US Supreme Court Delays Ruling on Trump Tariffs: What It Means for the Markets
Via MarketMinute
Topics Economy Government Law Enforcement
Tickers AAPL COST DELL GT INTC SHOO
Exposures Economy Interest Rates Legal
News headline image
Softer But Not Weak: December Jobs Report Sends S&P 500 to All-Time Highs as Fed Cut Hopes Fade
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AMZN CAT JPM MAR QQQ UNH
Exposures Artificial Intelligence Economy Interest Rates
News headline image
S&P 500 Sprints to Record High as 'Goldilocks' Jobs Report Fuels Rate Cut Hopes
Via MarketMinute
Topics Artificial Intelligence Economy Retirement
Tickers AAPL GOOGL META MSFT NVDA
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Cashing In at the Peak: Olema Pharmaceuticals Insiders Sell $8 Million in Stock After 300% Surge
Via MarketMinute
Tickers AZN GS JEF LLY OLMA PFE
Exposures Product Safety
News headline image
The Atomic Backbone of AI: Oklo’s Meteoric Rise and the New Era of Nuclear-Powered Computing
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN CEG GOOGL META MSFT OKLO
Exposures Artificial Intelligence Supply Chain
News headline image
Campbell’s Legal Chief Sells $325K in Shares as Iconic Soup Maker Faces 33% Annual Slide and Scandals
Via MarketMinute
Topics Bonds Economy World Trade
Tickers CAG COST CPB GIS KHC RY
Exposures Debt Markets Interest Rates Supply Chain
News headline image
The Dragon’s Seesaw: Alibaba and the High-Stakes Volatility of US-Listed Chinese Tech
Via MarketMinute
Topics Artificial Intelligence Economy Initial Public Offering
Tickers BABA BIDU JD PDD TCEHY
Exposures Artificial Intelligence Economy Securities Market
News headline image
The AI Infrastructure Supercycle: Lam Research Leads a Historic Surge in Semiconductor Equipment
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMAT ASML GS INTC KLAC LRCX
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Goldman Sachs Warns of "Volatility Gap": Why Earnings Season Swings Will Catch Markets Off Guard
Via MarketMinute
Topics Artificial Intelligence Derivatives Earnings
Tickers GS LMT LUV META TXN UNH
Exposures Artificial Intelligence Derivatives Financial
News headline image
The Great Pricing Pivot: Novo Nordisk Launches Wegovy Pill in Bid to Reclaim US Market Dominance
Via MarketMinute
Topics Economy
Tickers GS LLY NVO PFE
Exposures Product Safety Supply Chain
News headline image
Mattel’s Entertainment Ambitions Face Reality Check as Goldman Sachs Triggers Pullback
Via MarketMinute
Topics Bankruptcy Economy Intellectual Property
Tickers CMCSA DIS GS HAS MAT NFLX
Exposures Economy Financial Intellectual Property
News headline image
Southwest's Transformation Takes Flight: LUV Stock Hits Three-Year High as Carrier Prepares for Historic Seating Overhaul
Via MarketMinute
Topics Economy Retirement
Tickers BA C DAL EADSY JPM LUV
Exposures Boeing 737 Economy Pension
News headline image
The Detroit Resilience: General Motors Hits All-Time High as Strategic Realism Outpaces EV Idealism
Via MarketMinute
Topics Economy Electric Vehicles Emissions
Tickers BYDDY F GM RIVN TSLA
Exposures Electric Vehicles Fossil Fuels Interest Rates
News headline image
The Grinch Who Stole Wall Street: Santa Claus Rally Fails for Third Straight Year, Echoing 1950s Slump
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AAPL AVGO GOOGL JNJ MSFT NVDA
Exposures Artificial Intelligence Interest Rates
News headline image
Mortgage Stocks Rally on Trump Administration’s $200 Billion Bond Purchase Plan
Via MarketMinute
Topics Bonds Economy Government
Tickers DHI FMCC FNMA LDI LEN OPEN
Exposures Debt Markets Economy Interest Rates
News headline image
A Titan in the Making? Rumors of Glencore-Rio Tinto Merger Send Shockwaves Through Global Mining Sector
Via MarketMinute
Topics Artificial Intelligence
Tickers ASX:BHP ASX:RIO BHP FCX GLNCY NGLOY
Exposures Artificial Intelligence Coal
News headline image
Oracle (ORCL) Forms Bearish 'Death Cross' as Massive AI Capex Weighs on Investor Sentiment
Via MarketMinute
Topics Artificial Intelligence
Tickers AMZN DELL META MSFT NVDA ORCL
Exposures Artificial Intelligence
News headline image
The Linchpin of the AI Era: TSMC Prepares to Set the Tone for 2026
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AAPL AMZN AVGO INTC MRVL NVDA
Exposures Artificial Intelligence Economy Financial
News headline image
Wall Street Braces for Impact: JPMorgan Chase Sets the Tone for 2026 Earnings Season Amid Shifting Rate Landscapes
Via MarketMinute
Topics Artificial Intelligence Credit Cards ETFs
Tickers AAPL BAC GS JPM MS MSFT
Exposures Artificial Intelligence Economy Financial
News headline image
Intel Shares Surge 9% as CEO Lip-Bu Tan Secures White House Endorsement for 'Make in America' Silicon Strategy
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AMAT AMD ASML INTC NVDA TSM
Exposures Artificial Intelligence Economy Political
News headline image
Trump Bypasses Fed with $200 Billion Mortgage Bond Mandate, Sparking Rally in Lending Stocks
Via MarketMinute
Topics Bonds Economy Government
Tickers BAC BLK BX FMCC FNMA GS
Exposures Debt Markets Economy Interest Rates
News headline image
Supreme Court Delays Tariff Ruling: Markets Brace for High-Stakes Volatility in Next Session
Via MarketMinute
Topics Economy Government World Trade
Tickers AAPL AVGO F GM NKE NVDA
Exposures Economy Political Supply Chain
News headline image
Labor Market Chill: December Jobs Report Solidifies Fed Pause as 2025 Hiring Plummets
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN AVGO GS HCA JPM NVDA
Exposures Artificial Intelligence Debt Markets Economy
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