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The Great Unwinding: Inside the 'Big 2026 Sector Rotation' as AI Disrupts the Disruptors
Via MarketMinute
Topics Artificial Intelligence Economy Workforce
Tickers CRM D MSFT MU NVDA WDAY
Exposures Artificial Intelligence Economy Layoff
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The 'Warsh Shock': Markets Bracing for a Generational Shift at the Federal Reserve
Via MarketMinute
Topics Artificial Intelligence Bonds ETFs
Tickers ABX AMZN DHI GOLD GOOGL HBAN
Exposures Artificial Intelligence Debt Markets Economy
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Seedance 2.0 vs Sora 2.0: Production-Focused Multi-Shot AI Video Generation Engine Targets Short Drama and Commercial Video Workflows
Via AB Newswire
Topics Artificial Intelligence
Exposures Artificial Intelligence
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Fed on a Knife's Edge: Critical Jobs and Inflation Data to Dictate 2026 Monetary Path
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AAPL GOOGL GS JPM MSFT
Exposures Artificial Intelligence Debt Markets Economy
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AI Infrastructure Costs Shake the Market: S&P 500 Volatility Hits Bulls in February 2026
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers ADBE AMZN ANET CRM GOOGL META
Exposures Artificial Intelligence Economy US Equities
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The Private Credit Bellwether: Ares Management Braces for a Defining Q4 Moment Amidst a Maturing Boom
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers APO ARES BX OWL
Exposures Artificial Intelligence Financial Interest Rates
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The Intelligence Pivot: Li Auto’s Race to Reclaim the Premium Crown Through AI
Via Finterra
Topics Artificial Intelligence Electric Vehicles Energy
Tickers BLK BYDDY LI MS NIO SQ
Exposures Artificial Intelligence Electric Vehicles Fossil Fuels
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Broadcom Gains As Big Tech Boosts AI Spending For 2026 ↗
Via Benzinga
Topics Artificial Intelligence
Tickers AMZN AVGO
Exposures Artificial Intelligence
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The Silent Architect: How Data Centers and AI Propelled Arm Holdings to a New Market Era
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMD AMZN ARM GOOGL INTC MSFT
Exposures Artificial Intelligence Supply Chain
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Tesla’s Valuation Crossroads: AI Visionary or Just an Overvalued Automaker?
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers F GM NVDA TSLA
Exposures Artificial Intelligence Financial
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Roblox (RBLX) Deep Dive: The AI-Driven Pivot to a Social Utility
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers AMZN EA MS MSFT RBLX SHOP
Exposures Artificial Intelligence COVID-19 Economy
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Microsoft’s AI Valuation Crossroads: A Deep Dive into Q2 2026 Earnings
Via MarketMinute
Topics Artificial Intelligence
Tickers AMZN GOOGL MSFT NVDA
Exposures Artificial Intelligence
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The Stargate Pivot: A Deep Dive into Oracle’s $175 Billion AI Infrastructure Bet
Via Finterra
Topics Artificial Intelligence
Tickers AMZN GOOG GOOGL MSFT NVDA ORCL
Exposures Artificial Intelligence
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Intuitive Surgical’s New Heart: Analyzing the da Vinci 5 Cardiac Clearance and the Future of Robotic Surgery
Via Finterra
Topics Artificial Intelligence Economy World Trade
Tickers BLK ISRG MDT RDDT SQ
Exposures Artificial Intelligence Product Safety Supply Chain
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Amazon’s $200 Billion AI “Shock and Awe” Campaign Overshadows Record Sales
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMZN ANET AVGO CRM DLR EQIX
Exposures Artificial Intelligence Financial Supply Chain
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The Architecture of AI: A Deep Dive into Lam Research (LRCX) and the Advanced Packaging Revolution
Via Finterra
Topics Artificial Intelligence Economy World Trade
Tickers AMAT ASML INTC LRCX NVDA SQ
Exposures Artificial Intelligence Economy Supply Chain
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The $4 Trillion Question: How Apple’s Record Q4 Fuelled a 2026 Bull Run and Ignited an Analyst Firestorm
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL GOOGL MS MU SSNLF TSM
Exposures Artificial Intelligence Supply Chain
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Micron Technology (MU): Navigating the HBM4 Frontier in the AI Supercycle
Via Finterra
Topics Artificial Intelligence
Tickers AMD AMZN BLK GOOG GOOGL GS
Exposures Artificial Intelligence
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The $200 Billion Gambit: Amazon’s High-Stakes Transformation into an AI Superpower
Via Finterra
Topics Artificial Intelligence Economy Workforce
Tickers AMZN BLK GOOG GOOGL MSFT NVDA
Exposures Artificial Intelligence Layoff Supply Chain
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Meta Platforms: Navigating the Intersection of AI Dominance and European Regulatory Fortresses
Via Finterra
Topics Artificial Intelligence Economy
Tickers AAPL GOOG GOOGL LI META SQ
Exposures Artificial Intelligence Economy
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monday.com (MNDY) Q4 2025 Earnings Call Transcript ↗
Via The Motley Fool
Topics Artificial Intelligence Earnings
Tickers MNDY
Exposures Artificial Intelligence Financial
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The Future of a Healthcare Titan: UnitedHealth Group (UNH) at a Regulatory Crossroads
Via Finterra
Topics Artificial Intelligence Economy
Tickers ARM CVS ELV HUM SQ UNH
Exposures Artificial Intelligence Economy Interest Rates
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The Agentic Pivot: A Deep Dive into UiPath’s (PATH) AI Renaissance
Via Finterra
Topics Artificial Intelligence
Tickers CRM JPM MS MSFT NOW ORCL
Exposures Artificial Intelligence
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PowerFleet (AIOT) Q3 2026 Earnings Call Transcript ↗
Via The Motley Fool
Topics Artificial Intelligence Earnings
Tickers AIOT
Exposures Artificial Intelligence Financial
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Kroger’s Fresh Start: CEO Greg Foran and the Post-Merger Transformation
Via Finterra
Topics Artificial Intelligence Economy
Tickers ACI AMZN BRK-A BRK-B COST DG
Exposures Artificial Intelligence COVID-19 Interest Rates
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Ciena Corporation (CIEN): The Optical Nerve Center of the AI Revolution
Via Finterra
Topics Artificial Intelligence Earnings Initial Public Offering
Tickers AMZN CIEN CSCO GOOG GOOGL GS
Exposures Artificial Intelligence Financial Securities Market
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The Five-Trillion Dollar Titan: NVIDIA’s AI Hegemony and the Nokia Connectivity Revolution
Via Finterra
Topics Artificial Intelligence Economy World Trade
Tickers AMD AMZN GOOG GOOGL META MSFT
Exposures Artificial Intelligence Economy Supply Chain
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The Future of Intelligent Power: A Deep Dive into ON Semiconductor (onsemi)
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers AMZN GS IFNNY MS MSFT MSI
Exposures Artificial Intelligence Economy Financial
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Kyndryl’s Crisis: Assessing the 25% Post-Market Plunge and the Future of the IBM Spinoff
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers ACN ARM BLK DXC GOOG GOOGL
Exposures Artificial Intelligence Financial Intellectual Property
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Pure-Play Pivot: Decoding Becton Dickinson’s (BDX) Q1 Results and the $17.5B Waters Combination
Via Finterra
Topics Artificial Intelligence Economy Product Recall
Tickers ABT BAX BDX BSX EMBC MDT
Exposures Artificial Intelligence Legal Product Safety
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