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The Sentiment Paradox: Why U.S. Consumer Confidence Hit a Multi-Year High Amidst Policy Chaos
Via MarketMinute
Topics Artificial Intelligence Economy Immigration
Tickers BBY COST DE WMT
Exposures Artificial Intelligence Economy Immigration
News headline image
The North American Fortress: Trade Titans Brace for the 2026 CUSMA 'Certainty Cliff'
Via MarketMinute
Topics Economy Supply Chain
Tickers CAT CNI COLD CP DE F
Exposures Economy Supply Chain
News headline image
The 2026 Yield Curve 'Twist': Why Short-Term Rates Are Rising While Long-Term Yields Fall
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers MCY MSFT NEE NVDA PMT RNR
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Physical Reality Trade: How Energy and Materials Defied Slumping Oil to Lead the 2026 Market
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers CEG CVX FCX META NEE VST
Exposures Artificial Intelligence Economy Fossil Fuels
News headline image
S&P 7,000: Wall Street’s Glass Ceiling Shatters Amidst a New Era of Policy Volatility
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers CAT GS IVZ JPM META MS
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The "Globalization of Sound": Live Nation Projects Double-Digit Growth in 2026 Amid Unprecedented Fan Demand
Via MarketMinute
Topics Economy Initial Public Offering Lawsuit
Tickers LYV MSGE SEAT SPHR
Exposures Economy Financial Legal
News headline image
Domino’s Delivers: Why the Pizza Giant is Devouring Market Share in 2026
Via MarketMinute
Topics Economy
Tickers AMZN DASH DPZ PZZA UBER YUM
Exposures Economy
News headline image
Financials Falter While Defensive Havens Surge: Markets Grapple with Private Credit Panic and New Tariff Realities
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers APO AXP BJ BX CASY JPM
Exposures Artificial Intelligence Interest Rates Political
News headline image
The $500 Billion Windfall: 'One Big Beautiful Bill' Triggers Historic February Tax Refund Surge
Via MarketMinute
Topics Economy Government World Trade
Tickers BAC BBY BURL GS HD JPM
Exposures Economy Interest Rates Political
News headline image
The Earnings Engine: S&P 500 Defies Gravity with Fifth Consecutive Quarter of Double-Digit Growth
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAPL AXON CAT GE MSFT RTX
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Diplomacy Under the Shadow of the Armada: Markets Braced for High-Stakes US-Iran Summit in Geneva
Via MarketMinute
Topics Economy
Tickers CVX F LMT NOC XOM
Exposures Economy Interest Rates
News headline image
Gold Smashes Records: 18% YTD Surge Amid Tariff Chaos and Middle East Tensions
Via MarketMinute
Topics ETFs Economy Initial Public Offering
Tickers ABX AEM FNV GOLD NEM SIG
Exposures Interest Rates Securities Market Tariff
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The Warsh Doctrine: A New Era of Monetary Discipline Approaches the Federal Reserve
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers BAC GOOGL HBAN KEY MET META
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Supreme Court Strikes Down IEEPA Tariffs, Mandating Billions in Immediate Rebates
Via MarketMinute
Topics Bonds Economy Government
Tickers AAPL AMRX AMZN FDX HD LOW
Exposures Debt Markets Economy Interest Rates
News headline image
The Trillion-Dollar Question: NVIDIA Braces for Fiscal 2026 Results as the ‘Rubin’ Era Dawns
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMD AMZN GOOGL META MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Great Convergence: S&P 493 vs. Magnificent Seven as Markets Pivot Toward Breadth
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAPL AMZN BAC CAT GEV GOOGL
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Streaming Showdown: Netflix Faces Debt Fears and a Paramount Bidding War Over Warner Bros. Discovery
Via MarketMinute
Topics Intellectual Property
Tickers AAPL AMZN DIS NFLX PARA WBD
Exposures Intellectual Property
News headline image
Anthropic’s “Claude Code Security” Triggers Cybersecurity Flash Crash as AI Upends Industry Moats
Via MarketMinute
Topics Artificial Intelligence ETFs
Tickers AMZN BUG CRWD FROG GOOGL MSFT
Exposures Artificial Intelligence
News headline image
Wall Street Finds Its Footing: 'Turnaround Tuesday' Sparked by Robust Jobs Data and Surging Consumer Confidence
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AMZN DUK GOOGL GS JPM MSFT
Exposures Artificial Intelligence Economy Interest Rates
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Trade War 2.0: Trump Defies Supreme Court with 15% Global Tariff, Sparking Gold Surge and Tech Sell-Off
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL ABX AMZN B CRM NEM
Exposures Artificial Intelligence Interest Rates Political
News headline image
The Great Bank Consolidation of 2026: Mike Mayo Signals a ‘Generational Restructuring’ of the Financial Sector
Via MarketMinute
Topics Artificial Intelligence Fraud
Tickers BANC BKU C CADE CMA COF
Exposures Artificial Intelligence Legal
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The OBBBA 'Refund Ripple': How a Retroactive Tax Windfall is Fueling a 2026 Consumer Surge
Via MarketMinute
Topics Credit Cards Economy
Tickers AMZN COF COST DG GPS INTU
Exposures Economy Interest Rates
News headline image
The 2.7% Inflation Trap: Wall Street Paralyzed as Fed Braces for 'Sticky' GDP Data
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers DHI GS JPM NVDA WMT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Walmart’s $190B ‘Beat and Raise’ Signals a Tax-Fueled Retail Renaissance
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMZN BAC COST DG DLTR GOOGL
Exposures Artificial Intelligence Economy Financial
News headline image
The Agentic AI Crisis: CrowdStrike Plummets as Markets Reassess the Cybersecurity Moat
Via MarketMinute
Topics Artificial Intelligence Earnings Hacking
Tickers CRWD FROG MSFT PANW ZS
Exposures Artificial Intelligence Financial Information Security
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The AI Tax: Akamai’s 14% Plunge Signals a Brutal Revaluation for the Cloud and Software Sectors
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ADBE AKAM AMZN ARM CRM FSLY
Exposures Artificial Intelligence Coal Economy
News headline image
Alphabet Defies Tech Slump: Why the Search Giant is Surging While Peers Stumble
Via MarketMinute
Topics Artificial Intelligence Stocks
Tickers AAPL AMZN GOOGL GS META MSFT
Exposures Artificial Intelligence US Equities
News headline image
The Great Decoupling: Gold Pierces $5,180 as WTI Crude Stumbles Amid Global Trade Volatility
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers ABX CVX GOLD NEM XOM
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
Treasury Resilience: TLT Defies Dollar Devaluation and Global Unrest in Surprising Breakout
Via MarketMinute
Topics Bonds ETFs Economy
Tickers AAPL BAC BLK GS IVZ MS
Exposures Debt Markets Economy Interest Rates
News headline image
Global Trade Fractures as EU and India Pivot Away from U.S. Following New Tariff Surcharge
Via MarketMinute
Topics Economy Electric Vehicles Government
Tickers AAPL F GM INFY TGT TSLA
Exposures Economy Electric Vehicles Interest Rates
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