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The 2026 AI Hardware Bellwethers: AMD and SuperMicro Earnings Preview
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMD AMZN DELL GOOGL HPE META
Exposures Artificial Intelligence Supply Chain
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Amazon’s 2026 Inflection Point: Can AWS and Logistics Gains Validate a $200 Billion Bet?
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN FDX GOOGL JPM MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
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The Nvidia Weight: Inside the Giant Shaping the S&P 500's Fate
Via MarketMinute
Topics Artificial Intelligence Economy Retirement
Tickers AAPL AMD AMZN ASML CRM GOOGL
Exposures Artificial Intelligence Economy Pension
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Why JFrog (FROG) Stock Is Trading Up Today
Via StockStory
Topics Artificial Intelligence ETFs Economy
Tickers CRWD FROG NOW NVDA ZS
Exposures Artificial Intelligence Supply Chain
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S&P 500 Records Historic Fifth Quarter of Double-Digit Earnings Growth as IT and Industrials Lead the Way
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAPL CAT FCX GE MSFT NVDA
Exposures Artificial Intelligence Interest Rates Supply Chain
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Wolverine (WWW) Q4 2025 Earnings Call Transcript ↗
Via The Motley Fool
Topics Earnings Economy World Trade
Tickers WWW
Exposures Financial Supply Chain Tariff
News headline image
Where Will Costco (COST) Stock Be in 1 Year? ↗
Via The Motley Fool
Topics Supply Chain
Tickers COST
Exposures Supply Chain
Renewal Fuels Inc. (RNWF) (dba American Fusion Inc.) Appoints Dwight Cartwright as COO, Sharpening Focus on Operational Scale Fusion
Via Investor Brand Network
Topics Economy
Tickers RNWF
Exposures Economy Supply Chain
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Michael Burry Warns Nvidia’s ‘Purchase Commitments’ Akin To Cisco At The Top Of Dot-Com Bubble — NVDA Stock Falls 5% ↗
Via Stocktwits
Topics Supply Chain
Tickers CSCO IVV NVDA QQQ SPY VOO
Exposures Supply Chain
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Apple Inc. (AAPL): The S&P 500’s Gravity and the AI Supercycle
Via Finterra
Topics Artificial Intelligence Economy Lawsuit
Tickers AAPL GOOGL META MSFT NVDA SSNLF
Exposures Artificial Intelligence Financial Interest Rates
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The Operating System of Commerce: A Deep-Dive into Shopify’s (SHOP) 2026 Outlook
Via Finterra
Topics Artificial Intelligence Economy Initial Public Offering
Tickers AMZN ARM BIGC GS MS RY
Exposures Artificial Intelligence COVID-19 Economy
News headline image
Investment Manager Builds Stake in CCC Stock With $15.0 Million Buy, According to Recent SEC Filing ↗
Via The Motley Fool
Topics Artificial Intelligence Economy Regulatory Compliance
Tickers CCC GOOG MSFT PRM SATS SOLS
Exposures Artificial Intelligence Economy Legal
News headline image
The Agentic Pivot: A Deep-Dive Into Workday’s (WDAY) 2026 Strategy and Stock Outlook
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers MS MSFT ORCL SAP WDAY
Exposures Artificial Intelligence Financial Supply Chain
News headline image
Taste The Planets Launches International Snacks E-Commerce Platform to Bring Global Treats to U.S. Consumers
Via AB Newswire
Topics Supply Chain
Exposures Supply Chain
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Purafy and Electromaax Announce Strategic Global Partnership
Via Newsfile
Topics Economy
Exposures Supply Chain
News headline image
The AI Architect: A Deep-Dive into Dell Technologies’ Q4 2026 Results and the Future of AI Hardware
Via Finterra
Topics Artificial Intelligence Economy
Tickers AVGO DELL GS HPE HPQ LNVGY
Exposures Artificial Intelligence Supply Chain
News headline image
Lowe’s Forecasts Stagnant 2026 Sales as High Rates and 'Frozen' Housing Market Chill DIY Spending
Via MarketMinute
Topics Credit Cards Economy
Tickers FND HD LOW SHW
Exposures Economy Interest Rates Supply Chain
News headline image
Microsoft Shares Surge as Wall Street Shakes Off 'AI Disruption Jitters'
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN GOOGL MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
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The 2026 Reset: Analyzing First Solar’s 13.6% Slide Amid Soft Guidance
Via Finterra
Topics Artificial Intelligence Bankruptcy Economy
Tickers FSLR MSFT
Exposures Artificial Intelligence Economy Financial
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SoftBank Shares Surge as Masayoshi Son Unleashes the 'Izanagi' AI Strategy
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ARM BABA INTC NVDA ORCL SFTBY
Exposures Artificial Intelligence Economy Supply Chain
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The Moonshot Medicine: United Therapeutics Surges on Record Earnings and TreSMI Breakthrough
Via Finterra
Topics Earnings Economy Intellectual Property
Tickers BLK LQDA MRK UTHR
Exposures Financial Intellectual Property Interest Rates
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Monster Beverage (MNST) Eyes Record Highs Ahead of Q4 2025 Earnings: The Margin Recovery Story
Via MarketMinute
Topics Earnings Economy
Tickers CELH HLT HSBC JPM KDP KO
Exposures Financial Supply Chain
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The Agentic Pivot: Inside Salesforce’s Record-Breaking 2026 Performance
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers CRM MSFT ORCL SAP SNOW
Exposures Artificial Intelligence Financial Securities Market
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The Celsius Surge: Why the Market is Re-Energized by CELH’s Adjusted Earnings Beat
Via Finterra
Topics Earnings Economy Lawsuit
Tickers CELH GS MNST MS PEP
Exposures Ethanol Financial Interest Rates
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Nikkei 225 Shatters 59,000 Barrier as 'Sanaenomics' and AI Mania Ignite Historic Tokyo Rally
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers ARM INTC
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Architect of Intelligence: A Deep-Dive into NVIDIA’s (NVDA) $68B Fiscal 2026 Q4 Breakthrough
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers AAPL AMD AMZN MSFT NVDA
Exposures Artificial Intelligence Economy Financial
News headline image
Seoul's Sky-High Surge: KOSPI Shatters 6,300 Barrier as AI Gold Rush Electrifies South Korean Markets
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers NVDA SSNLF
Exposures Artificial Intelligence Economy Interest Rates
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The Pivot to Growth: Viatris (VTRS) Enters Phase 2 with 2026 Dividend and Capital Allocation Strategy
Via Finterra
Topics Economy
Tickers JPM OGN PFE TEVA UBS VTRS
Exposures Interest Rates Product Safety Supply Chain
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The LNG King: Inside Cheniere Energy’s Record-Breaking 2025 and the ’30/30′ Vision
Via Finterra
Topics Earnings Economy Emissions
Tickers ARM BLK LNG SRE
Exposures Coal Financial Fossil Fuels
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CoreWeave Q4 Earnings: Navigating the $55 Billion AI Backlog and the Future of Neoclouds
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMZN CORZ CRWV GOOGL META MS
Exposures Artificial Intelligence Financial Legal
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