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The Gilded Fortress: Analyzing LVMH’s Pivot in a Post-Super-Cycle World
Via Finterra
Topics Artificial Intelligence Economy World Trade
Tickers LVMUY
Exposures Artificial Intelligence Interest Rates Supply Chain
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The Robinhood Renaissance: From Disruption to the Dominant Fintech Super-App of 2026
Via Finterra
Topics Artificial Intelligence Credit Cards ETFs
Tickers FIS HOOD SCHW
Exposures Artificial Intelligence Economy Interest Rates
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Palantir (PLTR) 2026 Deep Dive: From Secretive Startup to AI Operating System
Via Finterra
Topics Artificial Intelligence Economy Stocks
Tickers AI BLK MSFT PLTR SNOW
Exposures Artificial Intelligence Supply Chain US Equities
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Regional Fed Manufacturing Indexes Suggest Rebound Continued In January ↗
Via Talk Markets
Topics Economy
Exposures Interest Rates
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The Liquid-Cooled Titan: A Deep Dive into Super Micro Computer’s (SMCI) 2026 Recovery and AI Dominance
Via Finterra
Topics Artificial Intelligence Economy Regulatory Compliance
Tickers DELL GS HPE JPM NVDA SMCI
Exposures Artificial Intelligence Economy Legal
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The Silicon Architect: A Deep-Dive into Applied Materials (AMAT) in 2026
Via Finterra
Topics Artificial Intelligence Economy Supply Chain
Tickers AMAT ASML BLK INTC KLAC LRCX
Exposures Artificial Intelligence Economy Supply Chain
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Fed Meeting: Two Ways Powell Could Move The S&P 500 (Live Coverage) ↗
Via Investor's Business Daily
Topics Economy Stocks
Exposures Economy Interest Rates US Equities
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The Architect of the Grid: Why GE Vernova (GEV) Tumbled 3.3% Amidst a Blockbuster Earnings Beat
Via Finterra
Topics Artificial Intelligence Economy Energy
Tickers ABB AMZN BLK GE GEV MSFT
Exposures Artificial Intelligence Economy Electricity Generation
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Trump Says The Dollar Is &#39;Great&#39; – Gold And Silver Are Proving It Isn&#39;t ↗
Via Benzinga
Topics Economy Government
Exposures Interest Rates Political
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The Master of the Microscopic: ASML and the Future of AI
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers ASML BLK CAI INTC NVDA SSNLF
Exposures Artificial Intelligence Economy Financial
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ADP’s Fiscal 2026 Resurgence: Inside the ‘Sleepy Giant’s’ 11% EPS Growth and Tech Pivot
Via Finterra
Topics Artificial Intelligence Economy Retirement
Tickers ADP BLK DAY GS JPM PAYX
Exposures Artificial Intelligence Economy Interest Rates
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AUD/USD Trades Flat Near 0.7000 As Markets Await Fed Decision ↗
Via Talk Markets
Topics Economy
Exposures Interest Rates
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Reclaiming the Third Place: A Deep Dive into Starbucks’ 2026 Turnaround
Via Finterra
Topics Climate Change Economy World Trade
Tickers BROS CMG GS JPM LKNCY PEP
Exposures Climate Supply Chain Tariff
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The Labor Fortress: US Jobless Claims Defy Expectations as Resilient Workforce Stymies Recession Fears
Via MarketMinute
Topics Artificial Intelligence Economy Immigration
Tickers MSFT NVDA UNH WMT
Exposures Artificial Intelligence Economy Immigration
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The Sovereign of Silicon: NVIDIA’s $4.5 Trillion Hegemony and the New Geopolitics of AI
Via Finterra
Topics Artificial Intelligence Economy World Trade
Tickers AMD AMZN GOOGL INTC MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
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Morgan Stanley Crushes Estimates as Investment Banking "Renaissance" and Wealth Machine Drive Blowout Earnings
Via MarketMinute
Topics Artificial Intelligence Economy Initial Public Offering
Tickers BAC C JPM META MS OWL
Exposures Artificial Intelligence Economy Interest Rates
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GM Crowns Massive Turnaround with $6 Billion Buyback and Dividend Hike as ICE Profits Fuel Record Returns
Via MarketMinute
Topics Economy Electric Vehicles Emissions
Tickers F GM RIVN STLA TSLA
Exposures Electric Vehicles Supply Chain
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Scotts Miracle-Gro (SMG) Earnings Call Transcript ↗
Via The Motley Fool
Topics Earnings Economy
Tickers SMG
Exposures Financial Glyphosate Supply Chain
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Verizon’s Fiber Gambit: The $20 Billion Frontier Acquisition and the New Strategic Reset
Via MarketMinute
Topics Artificial Intelligence Economy Workforce
Tickers FYBR LUMN PYPL T TMUS VZ
Exposures Artificial Intelligence Economy Layoff
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Google Joins $425 Million Capital Raise For Battery Storage Provider Redwood Materials ↗
Via Talk Markets
Topics Economy
Tickers GOOG GOOGL
Exposures Supply Chain
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Dollar Stabilizes Ahead of Today's FOMC Decision
Via Barchart.com
Topics Economy Government World Trade
Exposures Interest Rates Political Tariff
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Microsoft (MSFT) Deep Dive: Navigating the $100 Billion AI Infrastructure Cycle
Via Finterra
Topics Artificial Intelligence ETFs Economy
Tickers AAPL AMZN CRM GOOGL MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
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Intel’s Paradox: Earnings Beat Masked by Dire 2026 Outlook as Foundry Woes Trigger Market Sell-Off
Via MarketMinute
Topics Artificial Intelligence Bankruptcy Earnings
Tickers AAPL AMD IBM INTC META MSFT
Exposures Artificial Intelligence Financial Legal
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The Firefly Ascendancy: A Deep Dive into Firefly Aerospace’s Public Era (FLY)
Via Finterra
Topics Bankruptcy Economy Initial Public Offering
Tickers BA FLY LMT NOC RKLB
Exposures Climate Economy Financial
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Clorox Sweeps Up Purell Maker GOJO in $2.25 Billion Bet on Hygiene Leadership
Via MarketMinute
Topics Economy
Tickers CLX PG
Exposures Supply Chain
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The Frictionless Engine: A Deep Dive into Synchrony Financial (SYF) in 2026
Via Finterra
Topics Artificial Intelligence Credit Cards Economy
Tickers AFRM AMZN AXP BFH BLK C
Exposures Artificial Intelligence Economy Interest Rates
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The Great Pivot: Kimberly-Clark’s High-Stakes Transformation in 2026
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers KMB PG
Exposures Artificial Intelligence Economy Financial
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The $500 Billion Reckoning: Big Tech Earnings Set to Recalibrate 2026 Growth Projections
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AAPL GOOGL META MSFT TSLA
Exposures Artificial Intelligence Economy
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American Consumer Sentiment Hits Decade Low as Washington Turmoil and Inflation Bite
Via MarketMinute
Topics Economy World Trade
Tickers AMZN DG JPM TGT WMT
Exposures Economy Interest Rates Tariff
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The Quiet Compounder’s Reckoning: A Deep Dive into Roper Technologies (ROP)
Via Finterra
Topics Artificial Intelligence Earnings Economy
Tickers BLK CAI DHR ROP TSX:CSU TYL
Exposures Artificial Intelligence Economy Financial
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