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The Silent Engine of the AI Revolution: Amphenol Hits Record Highs as Data Center Infrastructure Demands Explode
Via MarketMinute
Topics Artificial Intelligence Intellectual Property
Tickers APH META MSFT NVDA TEL
Exposures Artificial Intelligence Intellectual Property
News headline image
The Dragon’s Dilemma: Alibaba and the 2026 Outlook for Chinese Tech in US Markets
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers BABA BIDU JD PDD TCEHY
Exposures Artificial Intelligence Economy Political
News headline image
The Value Renaissance: Dollar General Surges as Thrift-Conscious Consumers Reshape the Retail Landscape
Via MarketMinute
Topics Economy World Trade
Tickers DG DLTR KSS M ROST TGT
Exposures Economy Interest Rates Supply Chain
News headline image
The Great Storage Pivot: How Western Digital Outpaced the Field in the AI Data Supercycle
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN GOOGL MU SSNLF STX WDC
Exposures Artificial Intelligence Supply Chain
News headline image
Energy’s Identity Crisis: Why Baker Hughes is Pivoting as Traditional Oilfield Services Stagnate
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers BKR HAL SLB
Exposures Artificial Intelligence Economy Fossil Fuels
News headline image
US Dollar Plummets as DOJ Inquiry into Federal Reserve Sparks Constitutional Crisis
Via MarketMinute
Topics Bonds Economy Government
Tickers ABX BA C FNV GOLD GPS
Exposures Debt Markets Economy Interest Rates
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The Great Credit Reset: Fintech Surges as Banks Face Existential Threat from 10% Interest Cap
Via MarketMinute
Topics Credit Cards Economy Government
Tickers AFRM AXP COF JPM PYPL SQ
Exposures Economy Interest Rates Political
News headline image
The mRNA Pivot: Moderna Navigates Regulatory Headwinds and Tariff Turmoil in a Volatile 2026 Biotech Landscape
Via MarketMinute
Topics Economy Intellectual Property World Trade
Tickers ABUS BNTX GSK JPM MRK MRNA
Exposures COVID-19 Intellectual Property Interest Rates
News headline image
Wall Street Braces for Impact: Big Banks Set to Kick Off Q4 Earnings Season Amid Shifting Rate Landscape
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers AAPL BAC C GS JPM MS
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Retail Fortress: Walmart Hits All-Time High as 2026 Begins, Solidifying Tech-Driven Dominance
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN COST TGT WMT
Exposures Artificial Intelligence Interest Rates Supply Chain
News headline image
The $4.5 Trillion Benchmark: Nvidia’s Rubin Era Solidifies Its Dominance Over the AI-Driven Market
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMD AMZN AVGO GOOGL META MSFT
Exposures Artificial Intelligence Economy
News headline image
CrowdStrike Shares Slip as KeyBanc Downgrades Rating Amid 2026 Budget Concerns
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers CRWD DDOG DT MSFT OKTA PANW
Exposures Artificial Intelligence Financial
News headline image
Tesla’s 2026 Crossroads: Robotaxi Deadlines and Earnings Loom as AI Transformation Reaches Fever Pitch
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers F GM GOOGL LYFT NVDA TSLA
Exposures Artificial Intelligence Financial
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Caterpillar Hits Record High as Citi Raises Price Target Amid Industrial Sector Boom
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers C CAT CMI DE ETN URI
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
The Great Rotation: Small-Caps Log Longest Winning Streak Against S&P 500 Since 2019
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAON KTOS MSFT NVDA RKLB SOUN
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Inflation at a Crossroads: Markets Braced for Crucial December CPI Report as Fed Independence Faces New Tests
Via MarketMinute
Topics Artificial Intelligence Bonds Credit Cards
Tickers AMZN AXP COF DELL JPM NVDA
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Gold Hits Record $4,600 as White House-Fed Feud Triggers Market Chaos
Via MarketMinute
Topics Credit Cards ETFs Economy
Tickers ABX AXP COF FNV GLD GOLD
Exposures Economy Interest Rates Legal
News headline image
Populist Pivot: Trump’s 10% Credit Card Rate Cap Proposal Sends Financial Stocks Reeling
Via MarketMinute
Topics Credit Cards Economy Government
Tickers AXP COF JPM SYF
Exposures Economy Interest Rates Political
News headline image
Markets Defy Gravity: S&P 500 and Dow Scale New Heights Amidst Political Turbulence
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers ALGT AVGO COF LMT LUV MU
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Constitutional Crisis at the Fed: DOJ Investigation of Chair Powell Rattles Global Markets
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers ABX AXP BAC C COF GOLD
Exposures Artificial Intelligence Economy Interest Rates
News headline image
A Tale of Two Economies: AI Surge Lifts Nasdaq While Credit Cap Fears Sink the Dow
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers AXP BA CAT COF GOOGL NVDA
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Traders Ignore DOJ Probe into Fed Independence as S&P 500 Remains Resilient
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers C COF MSFT NEM NVDA SYF
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Wayfair Surges to New Heights: Technical Breakout and Tariff Relief Fuel Historic Outperformance
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers AMZN BCS OPY RH W WSM
Exposures Artificial Intelligence Interest Rates Tariff
News headline image
The Silicon Shield: Intel Anointed as America’s ‘National Champion’ Amid Trump’s Protectionist Pivot
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL AMZN INTC MSFT NVDA SSNLF
Exposures Artificial Intelligence Immigration Interest Rates
News headline image
Dollar Falters as DOJ Targets Federal Reserve: Constitutional Crisis Spooks Global Markets
Via MarketMinute
Topics Bonds Economy Law Enforcement
Tickers AAPL BA BAC EVR GS JPM
Exposures Debt Markets Economy Interest Rates
News headline image
Silicon Sovereignty: Semiconductor Sector Hits Record Highs as Intel and Nvidia Lead 2026 Breakout
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
Tickers AMAT ASML INTC NVDA SSNLF TSM
Exposures Artificial Intelligence Economy Intellectual Property
News headline image
The 10% Ceiling: Trump’s Rate Cap Proposal Sends Shockwaves Through Wall Street
Via MarketMinute
Topics Credit Cards Economy Government
Tickers AFRM AXP BAC BFH COF JPM
Exposures Financial Interest Rates Legal
News headline image
Former Fed Chiefs Rebuke DOJ Probe into Jerome Powell: A Crisis of Independence
Via MarketMinute
Topics Bonds Credit Cards Economy
Tickers ABX AEM AXP BAC COF GOLD
Exposures Debt Markets Economy Interest Rates
News headline image
Howmet Aerospace (HWM) Enters Buy Zone as it Outperforms the Broader Market
Via MarketMinute
Topics Economy Stocks Supply Chain
Tickers BA GE HWM LMT RTX
Exposures Boeing 737 Supply Chain US Equities
News headline image
Wall Street’s Barometer: JPMorgan and Goldman Sachs Prepare to Set the Tone for 2026 as Earnings Season Begins
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers BX GS JPM
Exposures Artificial Intelligence Economy Interest Rates
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