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News headline image
PayPal (PYPL) 2026: The “Sleeping Giant” Awakens for Growth Recovery
January 28, 2026
Via Finterra
Topics Artificial Intelligence
Tickers AAPL EBAY GOOGL INTU MA PYPL
Exposures Artificial Intelligence
News headline image
The Musk Convergence: Tesla, the Creator Economy, and the High-Stakes Future of Autonomy
January 28, 2026
Via Finterra
Topics Artificial Intelligence Economy Electric Vehicles
Tickers BYDDF F GM GOOGL TSLA
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
Micron’s AI Supercycle: A Deep Dive into the Memory Giant’s $400B Ascent
January 28, 2026
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers MU NVDA SSNLF
Exposures Artificial Intelligence Financial Supply Chain
News headline image
The Connectivity Powerhouse: A Deep Dive into Astera Labs (ALAB) and the Future of AI Fabrics
January 28, 2026
Via Finterra
Topics Artificial Intelligence Earnings Initial Public Offering
Tickers ALAB AMD AMZN AVGO BLK C
Exposures Artificial Intelligence Financial Securities Market
News headline image
Corcept Therapeutics (CORT): A Deep Dive into the 43.7% Earnings Growth and the High-Stakes Pivot to Oncology
January 28, 2026
Via Finterra
Topics Economy Intellectual Property
Tickers CORT CRNX TEVA
Exposures Intellectual Property Interest Rates Product Safety
News headline image
SoFi’s Maturation Rally: Deep-Diving the 12% Gain and the Future of the Fintech Super-App
January 28, 2026
Via Finterra
Topics Artificial Intelligence Credit Cards Earnings
Tickers ALLY BAC GS JPM LC NU
Exposures Artificial Intelligence Financial Interest Rates
News headline image
The Intel Inflection: Inside the 121% Surge, the 19% Correction, and the CFO’s $250,000 Bet
January 28, 2026
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers AMD INTC NVDA
Exposures Artificial Intelligence Financial Interest Rates
News headline image
The AI Data Lake: A Deep-Dive into Western Digital’s (WDC) Resurgence in 2026
January 28, 2026
Via Finterra
Topics Artificial Intelligence ETFs Economy
Tickers AMZN BLK CSCO GOOGL IBM MSFT
Exposures Artificial Intelligence Economy Intellectual Property
News headline image
The Gilded Fortress: Analyzing LVMH’s Pivot in a Post-Super-Cycle World
January 28, 2026
Via Finterra
Topics Artificial Intelligence Economy World Trade
Tickers LVMUY
Exposures Artificial Intelligence Interest Rates Supply Chain
News headline image
The Robinhood Renaissance: From Disruption to the Dominant Fintech Super-App of 2026
January 28, 2026
Via Finterra
Topics Artificial Intelligence Credit Cards ETFs
Tickers FIS HOOD SCHW
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Red Dragon’s Ascent: AMD’s High-Stakes Gambit for AI Supremacy
January 28, 2026
Via Finterra
Topics Artificial Intelligence Supply Chain
Tickers AMD INTC NVDA SSNLF
Exposures Artificial Intelligence Supply Chain
News headline image
Palantir (PLTR) 2026 Deep Dive: From Secretive Startup to AI Operating System
January 28, 2026
Via Finterra
Topics Artificial Intelligence Economy Stocks
Tickers AI BLK MSFT PLTR SNOW
Exposures Artificial Intelligence Supply Chain US Equities
News headline image
The Engine of Agile: A Deep Dive into Atlassian’s AI-Driven Renaissance
January 28, 2026
Via Finterra
Topics Artificial Intelligence Credit Cards Initial Public Offering
Tickers AMZN BLK GS MNDY MSFT NOW
Exposures Artificial Intelligence Interest Rates Pension
News headline image
The Liquid-Cooled Titan: A Deep Dive into Super Micro Computer’s (SMCI) 2026 Recovery and AI Dominance
January 28, 2026
Via Finterra
Topics Artificial Intelligence Economy Regulatory Compliance
Tickers DELL GS HPE JPM NVDA SMCI
Exposures Artificial Intelligence Economy Legal
News headline image
The Cloud Contact Center Rebound: Decoding Five9’s AI Pivot and Options Surge
January 28, 2026
Via Finterra
Topics Artificial Intelligence Initial Public Offering
Tickers AMZN FIVN MSFT NICE
Exposures Artificial Intelligence Regulatory Securities Market
News headline image
The Silicon Architect: A Deep-Dive into Applied Materials (AMAT) in 2026
January 28, 2026
Via Finterra
Topics Artificial Intelligence Economy Supply Chain
Tickers AMAT ASML BLK INTC KLAC LRCX
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Architect of the Grid: Why GE Vernova (GEV) Tumbled 3.3% Amidst a Blockbuster Earnings Beat
January 28, 2026
Via Finterra
Topics Artificial Intelligence Economy Energy
Tickers ABB AMZN BLK GE GEV MSFT
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
The Master of the Microscopic: ASML and the Future of AI
January 28, 2026
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers ASML BLK CAI INTC NVDA SSNLF
Exposures Artificial Intelligence Economy Financial
News headline image
ADP’s Fiscal 2026 Resurgence: Inside the ‘Sleepy Giant’s’ 11% EPS Growth and Tech Pivot
January 28, 2026
Via Finterra
Topics Artificial Intelligence Economy Retirement
Tickers ADP BLK DAY GS JPM PAYX
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Reclaiming the Third Place: A Deep Dive into Starbucks’ 2026 Turnaround
January 28, 2026
Via Finterra
Topics Climate Change Economy World Trade
Tickers BROS CMG GS JPM LKNCY PEP
Exposures Climate Supply Chain Tariff
News headline image
The Sovereign of Silicon: NVIDIA’s $4.5 Trillion Hegemony and the New Geopolitics of AI
January 28, 2026
Via Finterra
Topics Artificial Intelligence Economy World Trade
Tickers AMD AMZN GOOGL INTC MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Silicon Fortress: An In-Depth Research Report on Apple Inc. (AAPL) in the Age of Generative Intelligence
January 28, 2026
Via Finterra
Topics Artificial Intelligence Retirement
Tickers AAPL BIDU SSNLF
Exposures Artificial Intelligence Censorship Pension
News headline image
Tesla, Inc. (TSLA): The Great Metamorphosis from EV Giant to AI Powerhouse
January 28, 2026
Via Finterra
Topics Artificial Intelligence Bankruptcy Earnings
Tickers F GM TSLA
Exposures Artificial Intelligence Electric Vehicles Financial
News headline image
The Intelligence Utility: A Deep Dive into Meta Platforms (META) in 2026
January 28, 2026
Via Finterra
Topics Artificial Intelligence
Tickers AAPL BLK GOOGL META NVDA
Exposures Artificial Intelligence
News headline image
Microsoft (MSFT) Deep Dive: Navigating the $100 Billion AI Infrastructure Cycle
January 28, 2026
Via Finterra
Topics Artificial Intelligence ETFs Economy
Tickers AAPL AMZN CRM GOOGL MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Firefly Ascendancy: A Deep Dive into Firefly Aerospace’s Public Era (FLY)
January 28, 2026
Via Finterra
Topics Bankruptcy Economy Initial Public Offering
Tickers BA FLY LMT NOC RKLB
Exposures Climate Economy Financial
News headline image
The Frictionless Engine: A Deep Dive into Synchrony Financial (SYF) in 2026
January 28, 2026
Via Finterra
Topics Artificial Intelligence Credit Cards Economy
Tickers AFRM AMZN AXP BFH BLK C
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Great Pivot: Kimberly-Clark’s High-Stakes Transformation in 2026
January 28, 2026
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers KMB PG
Exposures Artificial Intelligence Economy Financial
News headline image
The Quiet Compounder’s Reckoning: A Deep Dive into Roper Technologies (ROP)
January 28, 2026
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers BLK CAI DHR ROP TSX:CSU TYL
Exposures Artificial Intelligence Economy Financial
News headline image
PACCAR Inc (PCAR): A Century of Profitability Meets the Autonomous Frontier
January 28, 2026
Via Finterra
Topics Earnings Emissions Energy
Tickers BLK CMI JPM MS PCAR TM
Exposures Climate Financial Fossil Fuels
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