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The Convergence Catalyst: How Deregulation and Fiscal Firepower Ignited the 2026 Bull Market
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN BBAI FSLR GOOGL JPM NEE
Exposures Artificial Intelligence Debt Markets Interest Rates
News headline image
The Great Rotation: Small Caps Surge as Magnificent Seven Rally Stalls Under Weight of New Rate Reality
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers AAPL AMZN GOOGL GS META MS
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Peace Dividend Returns: S&P 500 Surges as Geopolitical Risk Premium Melts Away
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers CVX INTC LMT MS NEE NOC
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Great Sentiment Paradox: US Consumer Confidence Rebounds as "One Big Beautiful Bill" Takes Effect
Via MarketMinute
Topics Economy World Trade
Tickers AMZN HD LULU NKE TGT WMT
Exposures Economy Interest Rates Tariff
News headline image
The Great Infrastructure Binge: US Corporate Bond Markets Hit Records as Tech Giants Debt-Fund the AI Revolution
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN AVGO BEPC GOOGL META MSFT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Tech Tsunami: S&P 500 Hits 7,000 as Tech Concentration Reaches Historic 34%
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers AAPL AMZN BLK GOOGL IVZ META
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Great Consolidation: US M&A Enters a $2.3 Trillion 'Supercycle' Driven by AI and Policy Shifts
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
Tickers CEG EA GOOGL META NFLX NSC
Exposures Artificial Intelligence Economy Intellectual Property
News headline image
Unstoppable Momentum: US GDP Beat Solidifies 'Soft Landing' Narrative as Economy Defies Gravity
Via MarketMinute
Topics Credit Cards Economy
Tickers AMD COST GM MSFT NVDA UNH
Exposures Economy Interest Rates
News headline image
Tech Renaissance: Record Number of US IT Firms Issue Positive Earnings Guidance for 2026
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AAPL CRM DELL GOOGL GS HPQ
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Road to 7,800: Wall Street Bets on the 'Friendly Policy Mix' to Supercharge the S&P 500
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN ANET CVX F GM GS
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Corporate America’s $129 Billion Windfall: How the ‘One Big Beautiful Act’ is Reshaping the 2026 Market
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers BA CAT GOOGL MS MSFT NVDA
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Half-Trillion Dollar Spark: OpenAI’s Record Valuation Ignites Global AI Market Supercycle
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL GOOGL MSFT NVDA SFTBY
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The $600 Billion Bet: Hyperscalers Turn to Massive Debt to Fuel the AI Revolution
Via MarketMinute
Topics Artificial Intelligence Bonds
Tickers AMZN AVGO CEG GEV GLW GOOGL
Exposures Artificial Intelligence Debt Markets
News headline image
Capitol Hill Brinkmanship: US Government Faces Second Shutdown in Six Months Amid Immigration Standoff
Via MarketMinute
Topics Economy Government Immigration
Tickers BA LDOS LMT NOC PLTR RTX
Exposures Economy Immigration Interest Rates
News headline image
Constitutional Cliffhanger: Supreme Court Set to Rule on Executive Tariff Power as Market Braces for Margin Volatility
Via MarketMinute
Topics Economy Government World Trade
Tickers AAPL MRK NVDA PFE TGT WMT
Exposures Economy Political Tariff
News headline image
Consumer Resilience vs. Economic Gravity: Why the Upcoming January Retail Sales Report is the Market’s Ultimate Litmus Test
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers AMZN COST HD TGT WMT
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Inflation Crossroads: High Stakes for Markets as Fed Pauses and Awaits Critical Price Data
Via MarketMinute
Topics Artificial Intelligence Economy Electric Vehicles
Tickers AMZN DHI F GM GOOGL JPM
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
Fed Silence Meets Market Anxiety: FOMC Concludes as Inflation Jitters Grip Wall Street
Via MarketMinute
Topics Economy World Trade
Tickers AAPL BCS GS JPM PLD
Exposures Interest Rates Supply Chain Tariff
News headline image
The $16 Trillion Juggernaut: Magnificent Seven Brace for Critical Earnings as Market Dominance Hits Record 35%
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AAPL AMZN GOOGL META MSFT NVDA
Exposures Artificial Intelligence Economy Financial
News headline image
Resilient Spending and Regulatory Clouds: What the Q4 Bank Earnings Tell Us About the 2026 US Economy
Via MarketMinute
Topics Credit Cards Economy
Tickers AAPL C COF DFS GS JPM
Exposures Economy Interest Rates
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Year-End Seasonality: Bulls Eye a Historic Finish
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers DDS EXPE MSFT MU NVDA PLTR
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Lilly Bolsters Immunology Arsenal with $1.2 Billion Acquisition of Ventyx Biosciences
Via MarketMinute
Tickers LLY NVS RHHBY SNY VTYX
Exposures Product Safety
News headline image
IBM’s AI Transformation Crystallizes: Q4 Earnings Surpass Expectations as Generative AI Book Hits $12 Billion
Via MarketMinute
Topics Artificial Intelligence
Tickers ACN AMZN CFLT GOOGL GS HCP
Exposures Artificial Intelligence
News headline image
US Credit Market: M&A and LBOs Fuel Issuance Surge in 2026
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers APO BCS BX CG CYBR HOLX
Exposures Artificial Intelligence Debt Markets Economy
News headline image
ADP Jobs Report Signals Labor Resilience Amid Fed’s ‘Tactical Observation’ Phase
Via MarketMinute
Topics Artificial Intelligence Economy Workforce
Tickers ADP BXP HLT HOMB MAR META
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The S&P 7: Magnificent Seven Solidifies Dominance as 2026 Profit Projections Outpace Broader Market
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AAPL AMZN GOOGL META MSFT NVDA
Exposures Artificial Intelligence Economy Financial
News headline image
The Davos De-escalation: Global Markets Surge as Geopolitical Clouds Part
Via MarketMinute
Topics Economy Government Stocks
Tickers CVX DIA IFNNY LMT MHVYF MPC
Exposures Economy Fossil Fuels Interest Rates
News headline image
The 3-3-3 Architect: Scott Bessent’s Tax Revolution Targets a “Non-Inflationary Boom”
Via MarketMinute
Topics Economy World Trade
Tickers CAT CNR DE DG DLTR ENPH
Exposures Coal Economy Interest Rates
News headline image
Power Play: Vistra’s $4.7 Billion Cogentrix Acquisition Signals New Era of AI-Driven Energy M&A
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN BX CEG CG DUK MSFT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The 96 Floor: US Dollar Tumbles as Global Capital Flows Retreat from American Shores
Via MarketMinute
Topics ETFs Economy Government
Tickers AAPL BA CAT LVMUY MSFT SAP
Exposures Economy Interest Rates Political
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