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News headline image
The Sticky 'Last Mile': Why the Fed’s 2% Inflation Target Remains Out of Reach in 2026
Via MarketMinute
Topics Economy World Trade
Tickers CVX DAL GS JPM TGT UAL
Exposures Economy Interest Rates Supply Chain
News headline image
Synopsys Signals "Silicon-to-System" Dominance with Q4 Beat and Ambitious 2026 Outlook
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers CDNS NVDA SIEGY SNPS
Exposures Artificial Intelligence Financial Supply Chain
News headline image
Barbie’s Cold Winter: Mattel Shares Crater 30% Following Disastrous Holiday Quarter
Via MarketMinute
Topics Artificial Intelligence Earnings World Trade
Tickers C DIS HAS JPM MAT TGT
Exposures Artificial Intelligence Financial Tariff
News headline image
Amazon Solidifies Future of Logistics with 5.3% Stake in Beta Technologies
Via MarketMinute
Topics Economy Electric Vehicles Emissions
Tickers ACHR AMZN BETA FDX GOOGL JOBY
Exposures Electric Vehicles Securities Market Supply Chain
News headline image
The Agentic Internet Arrives: Cloudflare Surges 13% on Record Revenue and AI Pivot
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AKAM FSLY MSFT NET NVDA PANW
Exposures Artificial Intelligence Economy Financial
News headline image
Nvidia’s AI Guidance Acts as the 'Iron Floor' for Semiconductors Amidst 2026 Market Turbulence
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMD AMZN AVGO ENTG GOOGL INTC
Exposures Artificial Intelligence Economy
News headline image
Tesla’s Bold Pivot: Trading Steering Wheels for Silicon and Steel
Via MarketMinute
Topics Artificial Intelligence Earnings Electric Vehicles
Tickers ARM BYDDY LCID NVDA QCOM RIVN
Exposures Artificial Intelligence Electric Vehicles Financial
News headline image
Apple’s Services Juggernaut Hits Record Highs Amid Growing Hardware Headwinds
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AAPL GOOGL MSFT MU SSNLF
Exposures Artificial Intelligence Economy Financial
News headline image
The AI Resilience: Dip-Buyers Charge Back as 'Capex Fatigue' Fades in the S&P 500
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AMZN BABA GOOGL JPM META MS
Exposures Artificial Intelligence Economy US Equities
News headline image
Fed Minutes Under the Microscope: Market Braces for Rate Cut Clues Amid Strengthening Greenback
Via MarketMinute
Topics Bonds Economy
Tickers ADI AMT ASX:TWR BKNG C GS
Exposures Debt Markets Economy Interest Rates
News headline image
Insulet (PODD) Shakes the Market with Q4 Earnings Beat as Omnipod 5 Dominance Continues
Via MarketMinute
Topics Earnings
Tickers ABT DXCM MDT PODD TNDM
Exposures Financial Product Safety
News headline image
Global Payments Charts a Bold Path to 2026 with $14 EPS Target and Massive $2.5 Billion Buyback
Via MarketMinute
Topics Economy
Tickers FI FIS FISV GPN PYPL
Exposures Economy
News headline image
Booking Holdings Q4 2025 Earnings: Navigating the 'AI Scare Trade' and a Shifting Global Market
Via MarketMinute
Topics Artificial Intelligence
Tickers ABNB BKNG EXPE HLT MAR
Exposures Artificial Intelligence
News headline image
Housing Sentiment Plummets as Builders Face 22nd Month of Contraction Amid Affordability Crisis
Via MarketMinute
Topics Economy World Trade
Tickers DHI HD LEN PHM RDFN TOL
Exposures Economy Interest Rates Tariff
News headline image
New York’s Industrial Resilience: February Manufacturing Beats Expectations Despite Slight Cooling
Via MarketMinute
Topics Economy
Tickers CSX GE GFS GLW HON NEM
Exposures Coal Economy Interest Rates
News headline image
The Death of the 'Seat': How AI Agents Triggered the 2026 SaaSpocalypse for Salesforce and Adobe
Via MarketMinute
Topics Artificial Intelligence
Tickers ADBE CRM
Exposures Artificial Intelligence
News headline image
The Great Unwinding: Equal-Weight S&P 500 Hits Record Highs as Investors Abandon Tech for 'Old Economy' Giants
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers ADBE AMZN BAC CAT CRM CVX
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Wayfair's Margin Tightrope: Aggressive Discounts and Affirm Partnership Take Center Stage in Q4 Earnings Preview
Via MarketMinute
Topics Artificial Intelligence Credit Cards Earnings
Tickers AFRM AMZN RH W WSM
Exposures Artificial Intelligence Financial Interest Rates
News headline image
Western Digital Cuts Final Ties with SanDisk: $3.1 Billion Exit Sends Shares Tumbling
Via MarketMinute
Topics Artificial Intelligence
Tickers BAC JPM MU SNDK SSNLF STX
Exposures Artificial Intelligence
News headline image
Palo Alto Networks Q2 2026: Revenue Soars to $2.6B, but Guidance Weighs on Shares
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers CRWD CYBR FTNT MSFT ORCL PANW
Exposures Artificial Intelligence Financial
News headline image
The Fear Gauge Awakens: VIX Hits 22.96 as AI ‘SaaSpocalypse’ Triggers Massive Growth-to-Value Rotation
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAPL ADBE AMZN BRK-A BRK-B CRM
Exposures Artificial Intelligence Economy Interest Rates
News headline image
January CPI Report: Inflation Cools to 2.4% as Energy Prices Slump
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers CCL CSCO JPM RIVN XOM
Exposures Artificial Intelligence Economy Fossil Fuels
News headline image
Sizzling January Jobs Report Defies Expectations: Fed Pause Likely to Extend Through H1 2026
Via MarketMinute
Topics Artificial Intelligence Economy Immigration
Tickers ACM CBRE CME HCA IESC JPM
Exposures Artificial Intelligence Economy Immigration
News headline image
Goldman Sachs Issues 3.05% Core PCE Alarm: Why the 'Inflation Disconnect' Could Freeze Fed Rate Cuts Until Summer 2026
Via MarketMinute
Topics Artificial Intelligence Bonds Derivatives
Tickers AAPL CRM DE DELL GS HPQ
Exposures Artificial Intelligence Debt Markets Derivatives
News headline image
Fed Signals Patient Stance in January Minutes as 'Soft Landing' Conviction Grows
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMZN BAC DHI JPM META MSFT
Exposures Artificial Intelligence Economy Financial
News headline image
DTE Energy Shatters 2025 Earnings Estimates as 1.4 GW "Stargate" Data Center Deal Reshapes the Utility Sector for 2026
Via MarketMinute
Topics Artificial Intelligence Energy Retirement
Tickers CMS D DTE MSFT ORCL SO
Exposures Artificial Intelligence Electricity Generation Pension
News headline image
Hapag-Lloyd's $4.2 Billion Cash Bet on ZIM: Reshaping the Global Shipping Oligopoly
Via MarketMinute
Topics Energy Initial Public Offering
Tickers AMZN WMT ZIM
Exposures Fossil Fuels Securities Market
News headline image
Deere & Co. (DE) Q1 Earnings Preview: Navigating the 2026 Ag-Market Trough
Via MarketMinute
Topics World Trade
Tickers AGCO DE TRMB
Exposures Ethanol Tariff
News headline image
The Great Upscale: Walmart Prepares for Q4 2026 Reveal as Affluent Shift Reshapes Retail Dominance
Via MarketMinute
Topics Economy
Tickers AMZN ARM GOOGL META TGT WMT
Exposures Economy
News headline image
Nvidia’s $66B Moment: Fiscal 2026 Q4 Earnings Preview
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AMD AMZN GOOGL META MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
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