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The Great AI Realignment: Why Investors are Fleeing Tech for the Safety of Utilities and Staples

Tickers AMZN BAC DLR EQIX IRM MSFT

Exposures Artificial Intelligence Economy Financial

Today 11:47 EST

The Growing Strategic Role of Distribution – And Where Brian Gould Fits Into Retail’s Evolution

Topics Artificial Intelligence Bonds Earnings

Tickers AMZN APP CHRW CSCO EQIX GOOGL

Exposures Artificial Intelligence Debt Markets Electricity Generation

Today 11:46 EST

Topics Economy Supply Chain

Exposures Supply Chain

Flowers Foods (FLO) Q4 2025 Earnings Transcript ↗

Today 11:45 EST

How a forgotten first page on Google and Sergei Polynov helped an Indian tech firm triple its revenue and catch the eye of Masayoshi Son

Topics Economy World Trade

Tickers FLO

Exposures Supply Chain Tariff

Today 11:44 EST

Topics Supply Chain

Tickers GOOG GOOGL

Exposures Supply Chain

Margin Pressures at Cisco Systems Drag Dow Lower as AI Infrastructure Costs Surge

Today 11:39 EST

Topics Artificial Intelligence Earnings Economy

Tickers ANET CSCO HPE MU

Exposures Artificial Intelligence Financial Interest Rates

Applied Materials Shares Surge 14.1% as AI ‘Giga-Cycle’ Drives Record Growth

Today 11:37 EST

CNVS Stock Surged 20% Today, Breaching 100-DMA For First Time Since August – Here’s What Triggered The Rally ↗

Topics Artificial Intelligence Earnings Economy

Tickers AMAT ASML KLAC LRCX MU

Exposures Artificial Intelligence Economy Financial

Today 11:29 EST

Via Stocktwits

Topics Economy

Tickers AVSC AVUV CNVS IWC

Exposures Supply Chain

Dauch (DCH) Q4 2025 Earnings Call Transcript ↗

Today 11:21 EST

Taylor’s Scrapyard and Metal Recycling Reports Steel Prices Continue Upward Trend in Early 2026

Topics Earnings Supply Chain

Tickers DCH GM

Exposures Financial Supply Chain

Today 11:15 EST

Allied Steel Buildings Delivers Integrated Steel Solutions Through Automated Steel Fabrication

Topics Supply Chain

Exposures Supply Chain

Today 11:14 EST

Topics Supply Chain

Exposures Supply Chain

Sensient (SXT) Q4 2025 Earnings Call Transcript ↗

Today 11:02 EST

Chairman of Shandong Luci Industrial Technology Attends the 6th Session of the 19th Linqing Municipal People’s Congress

Topics Earnings Economy

Tickers SXT

Exposures Financial Supply Chain

Today 10:58 EST

Topics Supply Chain

Exposures Supply Chain

The 2nm Schism: AI Surges and Automotive Stumbles Drive Semiconductor Volatility in 2026

Today 10:35 EST

Topics Artificial Intelligence ETFs Economy

Tickers AAPL AMD ARM ASML INTC MSFT

Exposures Artificial Intelligence Economy Electric Vehicles

Cooper-Standard (CPS) Q4 2025 Earnings Transcript ↗

Today 10:29 EST

US Consumer Confidence Hits 12-Year Low: What the 'Sentiment Schism' Means for Investors in 2026

Topics Economy

Tickers CPS

Exposures Supply Chain

Today 10:28 EST

Sterling Infrastructure Positions for 2026 Surge as Data Center Demand Fuels Record Earnings Outlook

Topics Economy Workforce World Trade

Tickers AAPL AMZN COST DG F GM

Exposures Economy Interest Rates Layoff

Today 10:21 EST

Federal Backing and Podcast Buzz Send USA Rare Earth Stock Soaring as ‘Project Vault’ Takes Shape

Topics Artificial Intelligence Earnings Economy

Tickers AMZN GVA META MTZ STRL

Exposures Artificial Intelligence Financial Supply Chain

Today 10:19 EST

QuantumScape (QS) at the $10 Crossroads: Analyzing the 2026 Speculation and the Solid-State Battery Race

Topics Bonds Economy Electric Vehicles

Tickers ASX:MIN JPM MP TMRC USAR

Exposures Debt Markets Economy Electric Vehicles

Today 10:14 EST

The Lithium Fever Returns: $12 Billion US 'Project Vault' and Argentina Deal Spark Global Battery Metal Surge

Topics Bankruptcy Electric Vehicles Supply Chain

Tickers QS SLDP SSNLF TM TSLA VLKAF

Exposures Electric Vehicles Financial Legal

Today 10:12 EST

Topics ETFs Economy

Tickers ALB ASX:RIO BYDDY F LAC QS

Exposures Interest Rates Supply Chain

Advance Auto Parts AAP Q4 2025 Earnings Transcript ↗

Today 9:47 EST

Topics Economy

Tickers AAP

Exposures Supply Chain

Leggett and Platt LEG Q4 2025 Earnings Transcript ↗

Today 8:31 EST

FROG Q4 Deep Dive: Security and AI Tailwinds Propel JFrog’s Software Supply Chain Platform

Topics Economy

Tickers LEG

Exposures Supply Chain

Today 8:31 EST

Topics Artificial Intelligence Economy

Tickers FROG

Exposures Artificial Intelligence Supply Chain

Prediction: This Could Be the Best-Performing AI Chip Stock of 2026 ↗

Today 5:35 EST

Topics Artificial Intelligence Earnings Supply Chain

Tickers LITE

Exposures Artificial Intelligence Financial Supply Chain

Wall Street Thinks Walmart Stock Is a Buy. Here's Why I Don't. ↗

Today 4:55 EST

Tesla Stock Slips Premarket As EV Headwinds Mount — But One Wall Street Firm Sees Over 30% Upside On A ‘Physical AI’ Future ↗

Topics Artificial Intelligence Economy

Tickers AMZN WMT

Exposures Artificial Intelligence Supply Chain

Today 4:07 EST

Via Stocktwits

Topics Artificial Intelligence Economy Emissions

Tickers RIVN TSLA

Exposures Artificial Intelligence Political Supply Chain

Is USA Rare Earth Stock a Buy Now? ↗

Today 2:25 EST

Topics Artificial Intelligence Economy Government

Tickers USAR

Exposures Artificial Intelligence Political Supply Chain

AMAT Q4 Deep Dive: AI Demand and Advanced Packaging Lead Guidance Upside

Today 0:38 EST

Topics Artificial Intelligence Economy

Tickers AMAT

Exposures Artificial Intelligence Supply Chain

5 Insightful Analyst Questions From Proto Labs’s Q4 Earnings Call

Today 0:37 EST

Topics Earnings Economy

Tickers PRLB

Exposures Financial Supply Chain

5 Insightful Analyst Questions From Philip Morris’s Q4 Earnings Call

Today 0:36 EST