December 11th, 2017
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The Great M&A Rebound: Evercore Earnings Signal 2026 'Security Supercycle'
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers EVR GS MS NSC PANW UNP
Exposures Artificial Intelligence Economy Financial
News headline image
Markets Shrug Off Brief 2026 Shutdown, But "Data Blackout" Leaves Federal Reserve in the Dark
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL AMZN BAH DAL LDOS LMT
Exposures Artificial Intelligence Economy Immigration
News headline image
The End of Autonomy? Secretary Bessent’s “Accountability” Doctrine Triggers Market Alarm Over Fed Independence
Via MarketMinute
Topics Bonds Credit Cards Economy
Tickers AMZN BAC C COF GOOGL GS
Exposures Debt Markets Economy Interest Rates
News headline image
The ICE Age of InfoFi: How a $2 Billion Bet Turned Polymarket into Wall Street’s Truth Engine
Via PredictStreet
Topics Bonds Derivatives Earnings
Tickers AAPL AMZN GS ICE NVDA
Exposures Debt Markets Derivatives Economy
News headline image
The Warsh-Tillis Standoff: A High-Stakes Battle for the Soul of the Federal Reserve
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers ABX BAC GOLD JPM NEM NVDA
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Death of the Poll: How Google and Meta are Turning Prediction Markets into the Global Truth Engine
Via PredictStreet
Topics ETFs Economy Workforce
Tickers DKNG GOOG GOOGL HOOD META
Exposures Economy Interest Rates Layoff
News headline image
Meta’s AI Money Machine: How Reels and Advantage+ Created a New Blueprint for Tech Growth
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN GOOGL META MSFT NVDA
Exposures Artificial Intelligence Economy
News headline image
Anthropic’s ‘Claude Cowork’ Release Triggers $285 Billion ‘SaaSpocalypse’: A Brutal Wake-Up Call for Legacy Tech and Finance
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers CRM FDS INFY INTU JPM LZ
Exposures Artificial Intelligence Economy
News headline image
Musk’s Masterstroke: SpaceX and xAI Merge in $1.25 Trillion Deal to Launch ‘Orbital Intelligence’ Era
Via MarketMinute
Topics Artificial Intelligence Economy Initial Public Offering
Tickers BA DLR EQIX LMT NVDA TSLA
Exposures Artificial Intelligence Economy Securities Market
News headline image
The ‘Gaming’ Gambit: Kalshi Fights 19 Lawsuits to Redefine Prediction Markets as Finance
Via PredictStreet
Topics Economy Lawsuit
Tickers CME IBKR
Exposures Economy Financial Legal
News headline image
The SaaSpocalypse: Nasdaq Hits Year Lows as Anthropic’s ‘Claude Cowork’ Dismantles the Software Moat
Via MarketMinute
Topics Artificial Intelligence Economy Initial Public Offering
Tickers ADBE BLK CRM GS MSFT NOW
Exposures Artificial Intelligence Economy Securities Market
News headline image
The Truth Machine: How Prediction Markets Became Global Financial Infrastructure in 2025
Via PredictStreet
Topics Bonds Derivatives Economy
Tickers COIN HOOD
Exposures Debt Markets Derivatives Economy
News headline image
Fed Sees "Low-Hire, Low-Fire" Stability as U.S. Labor Market Finds Its Footing Amid Shutdown Delay
Via MarketMinute
Topics Artificial Intelligence Economy Workforce
Tickers ADP GS MS MSFT NVDA UNH
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Proud Bull: Why 2026’s Resilience is Overcoming the Greenland Rift and Tariff Turmoil
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL BAC BMWYY CAT COP GS
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Era of Efficiency: How Massive Consolidation is Redefining the Oil & Gas Landscape in 2026
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers BP COP CVX EXE F FANG
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
The Great AI Land Grab: Why Tech Giants are Paying Billions for Talent While Deal Volumes Sink
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
Tickers AAPL AMZN CRM GOOGL ILMN META
Exposures Artificial Intelligence Economy Intellectual Property
News headline image
The Sticky Inflation Trap: How Trade Tensions are Cornering the Federal Reserve
Via MarketMinute
Topics Bonds Economy Government
Tickers AAL ANF BBY CPNG DE DEO
Exposures Debt Markets Economy Interest Rates
News headline image
The K-Shaped Divide: Stock Market Riches Fuel Affluent Spending While Inflation Squeezes the Main Street Wallet
Via MarketMinute
Topics Credit Cards Economy
Tickers AAPL AMZN CFRUY HESAY KSS TGT
Exposures Economy Interest Rates
News headline image
The Great Power Grab: Why AI and Net Zero Pushed Utility Deal Values Up 98% in 2025
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers AES ALE BLK BX D GOOGL
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
The $3.2 Trillion ‘Wall of Capital’: Private Equity Unleashes a Global M&A Renaissance in 2026
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers APO BSX BX EA GS KKR
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
The 2026 Market Pivot: Wall Street Bets on 15% Growth as 'Winner-Takes-All' Era Intensifies
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AVGO BAC BCS DVN FANG GOOGL
Exposures Artificial Intelligence Economy Financial
News headline image
The $4 Trillion Frontier: Global Markets Grapple with the AI Capital Expenditure Supercycle
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers AMZN CEG GOOGL GS META MSFT
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
Meta Platforms (META) 2026 Deep Dive: The Superintelligence Era and the $100B AI Gamble
Via Finterra
Topics Artificial Intelligence Economy Initial Public Offering
Tickers AMZN BLK GOOGL META MSFT TSM
Exposures Artificial Intelligence Economy Securities Market
News headline image
The Infrastructure of Intelligence: A Deep Dive into Broadcom’s AI Ascendancy (AVGO)
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers AVGO CSCO MRVL NVDA
Exposures Artificial Intelligence Economy Financial
News headline image
The Era of the Titans: Q4 2025 Mega-Deal Surge and the 2026 Economic Map
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ABT EA EXAS GOOGL GS JPM
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Great Rebound: US M&A Activity Surges 111% as Megadeals Return to Wall Street
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers ACHC ACI ASX:RIO BSX CFLT CSGP
Exposures Artificial Intelligence Economy Political
News headline image
The Great Reversal: Tariffs Ignite Goods Inflation as Services Cool in Latest PCE Data
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers AMZN AXP CMG DE EL ENR
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Play Kevin Warsh’s Fed Nomination with This 1 Trade Now
Via Barchart.com
Topics Economy Government
Exposures Economy Interest Rates Political
News headline image
The AI Reckoning: Magnificent 7 Earnings Signal a High-Stakes Shift to Monetization as Market Concentration Eases
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AAPL AMZN GOOGL META MSFT NVDA
Exposures Artificial Intelligence Economy
News headline image
The 2026 NVIDIA Deep-Dive: Resilience in the Age of AI Rationalization
Via Finterra
Topics Artificial Intelligence Economy
Tickers AMD INTC MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
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