December 11th, 2017
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The Great Reset: UnitedHealth Signals End of Growth Era as 2027 Medicare Rate Shock Looms
Via MarketMinute
Topics Economy
Tickers CNC CVS ELV HUM UNH
Exposures Interest Rates
News headline image
The AI PC Paradox: HP Inc. Navigates a High-Stakes Refresh Cycle Amidst Component Crises
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMD DELL HPQ INTC LNVGY MSFT
Exposures Artificial Intelligence Financial Pension
News headline image
The Efficiency Trap: Workday’s Record Margins Mask a Cooling Enterprise Software Market
Via MarketMinute
Topics Artificial Intelligence
Tickers CRM MSFT NOW ORCL SAP WDAY
Exposures Artificial Intelligence
News headline image
CoStar Group Signals Confidence with $700 Million Buyback Following Record Q4 Earnings and Residential Surge
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers CSGP RKT Z
Exposures Artificial Intelligence Economy Financial
News headline image
The 'Warsh Doctrine' and the 2026 Yield Curve Twist: Why 10-Year Yields Are Defying Rate Cut Expectations
Via MarketMinute
Topics Bonds Economy
Tickers AGNC BAC JPM NLY SOFI
Exposures Debt Markets Economy Interest Rates
News headline image
The Darwinian Transition: AI Monetization and Metabolic Mastery Define the Market’s New Frontier
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers GOOGL INTC LLY MSFT NVO QCOM
Exposures Artificial Intelligence Interest Rates Supply Chain
News headline image
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
News headline image
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
News headline image
Mercado Libre Dominance Deepens: Q4 Revenue Surges 45% as Logistics and Fintech Synergy Redefines Latin American Commerce
Via MarketMinute
Topics Artificial Intelligence
Tickers AMZN ARM GOOGL MELI NU SE
Exposures Artificial Intelligence
News headline image
Tech-Driven Safety: Axon Enterprise Surges on 39% Revenue Growth and AI Expansion
Via MarketMinute
Topics Artificial Intelligence Earnings World Trade
Tickers AXON MSI PLTR
Exposures Artificial Intelligence Financial Tariff
News headline image
Pfizer Secures Full FDA Approval for BRAFTOVI in First-Line Colorectal Cancer, Bolstering Oncology Growth Strategy
Via MarketMinute
Topics Economy Intellectual Property
Tickers AZN BMY LLY MRK NVS PFE
Exposures COVID-19 Intellectual Property Interest Rates
News headline image
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
News headline image
The 'Spring of Stimulus': How the 'One Big Beautiful Bill' Act is Fueling a 2026 Economic Surge
Via MarketMinute
Topics Bonds ETFs Economy
Tickers BBY CAT CMG DE DRI MA
Exposures Debt Markets Economy Interest Rates
News headline image
The Return of the Mega-LBO: Electronic Arts Goes Private in Record $55 Billion Deal
Via MarketMinute
Topics Artificial Intelligence Intellectual Property
Tickers ARM EA MSFT SONY TTWO UBSFY
Exposures Artificial Intelligence Intellectual Property
News headline image
The Great Rotation of 2026: Small-Caps Emerge from the Shadow of Silicon Valley
Via MarketMinute
Topics Artificial Intelligence Bonds ETFs
Tickers CAT CVX GE GOOGL IVZ IWM
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The $700 Billion Re-Rating: How the Medicare Advantage ‘Rate Shock’ Ended the Era of Managed Care Excess
Via MarketMinute
Topics Economy Government
Tickers ARM CVS ELV HUM UNH
Exposures Interest Rates Political
News headline image
The Great AI Divide: Why Wall Street Rewarded Meta’s Pragmatism While Punishing Microsoft’s Ambition
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers AMZN GOOGL META MS MSFT NVDA
Exposures Artificial Intelligence Financial
News headline image
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
News headline image
Shale’s New Titan: Devon and Coterra Unveil $58 Billion Merger to Dominate the Delaware Basin
Via MarketMinute
Topics Artificial Intelligence Energy
Tickers APA ASX:APA CTRA CVX DVN EOG
Exposures Artificial Intelligence Fossil Fuels
News headline image
The ‘Warsh Shock’: Wall Street Braces for a New Era of ‘Sound Money’ and Active QT
Via MarketMinute
Topics ETFs Economy
Tickers GS JPM MSTR
Exposures Economy Interest Rates
News headline image
Volatility Recedes as AI Giants Solidify Market Leadership: Wall Street Rebounds Post-Nvidia Earnings
Via MarketMinute
Topics Artificial Intelligence ETFs Earnings
Tickers AMZN BLK GOOGL IVZ MSFT NVDA
Exposures Artificial Intelligence Financial Interest Rates
News headline image
Cava Group (CAVA) Stock Jump: 2026 Sales Forecast Beats Estimates
Via MarketMinute
Topics Earnings Economy
Tickers CAVA CMG MCD MS SG UBS
Exposures Economy Financial
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
Palantir Shares Surge as Enterprise AI Shift Moves from Experimentation to Massive Deployment
Via MarketMinute
Topics Artificial Intelligence
Tickers AAPL AI MSFT NVDA ORCL PLTR
Exposures Artificial Intelligence
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
News headline image
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
News headline image
Intuit’s AI Transformation Takes Center Stage as Q2 Earnings Signal a New Era for Digital Finance
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMZN ASX:XRO HRB INTU SHOP
Exposures Artificial Intelligence Economy Financial
News headline image
Housing Market Defies Gravity: Unexpected Surge in FHFA Home Price Index Driven by Affordable Regional Pockets
Via MarketMinute
Topics Economy
Tickers AVB DHI LEN PLD RKT Z
Exposures Economy Interest Rates
News headline image
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
News headline image
Oracle Reclaims Momentum as Oppenheimer Issues 'Outperform' Upgrade Amid AI Cloud Expansion
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN GOOGL META MSFT NVDA ORCL
Exposures Artificial Intelligence Debt Markets Economy
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