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The Great Rotation of 2026: Why 65% Breadth Signals a New Era for the Bull Market

Today 10:41 EST

Via MarketMinute

Tickers BAC CAT COST CVX GEV JPM

Exposures Artificial Intelligence Economy Interest Rates

Sun Communities Boosts Dividend 8%, Signals Robust 2026 Outlook Amid Residential Resilience

Today 10:39 EST

Via MarketMinute

Topics Artificial Intelligence Economy

Tickers AMH DLR ELS EQIX INVH SUI

Exposures Artificial Intelligence Economy Interest Rates

CoStar Group Announces $700 Million Share Repurchase Program Following Strong Q4 Results

Today 10:37 EST

Via MarketMinute

Topics Artificial Intelligence Economy

Tickers CSGP MCO MSCI RDFN Z

Exposures Artificial Intelligence Economy

S&P 500 Teeters at 6,900 Resistance: Is 'Late-February Exhaustion' Setting the Stage for a Spring Slide?

Today 10:36 EST

Via MarketMinute

Topics Artificial Intelligence Bonds ETFs

Tickers AAPL MSFT NVDA

Exposures Artificial Intelligence Debt Markets Interest Rates

Zoom Transcends its Video Roots: Q4 Earnings Reveal a New AI-First Powerhouse

Today 10:34 EST

Via MarketMinute

Topics Artificial Intelligence

Tickers CRM CSCO GOOGL LOGI MSFT ZM

Exposures Artificial Intelligence

Retail’s New Frontier: How Walmart’s $1 Trillion AI Transformation Is Rewriting the Rules of the Supply Chain

Today 10:32 EST

Via MarketMinute

Topics Artificial Intelligence Economy Supply Chain

Tickers AMZN GOOGL MSFT TGT WMT

Exposures Artificial Intelligence Supply Chain

The Silicon Shift: How AMD’s Landmark Meta Partnership Is Rewriting the AI Power Balance

Today 10:30 EST

Via MarketMinute

Topics Artificial Intelligence Economy Supply Chain

Tickers ALAB AMD ASTR AVGO INTC META

Exposures Artificial Intelligence Supply Chain

SK Hynix’s $15 Billion HBM Gambit: Cementing Dominance in the Global AI Memory Arms Race

Today 10:27 EST

Via MarketMinute

Topics Artificial Intelligence Economy Supply Chain

Tickers AMAT AMD ASML MU NVDA SSNLF

Exposures Artificial Intelligence Supply Chain

The Great Managed Care Reset: UnitedHealth’s 2025 Profit Slump Signals a New Era of Austerity for Medicare Advantage

Today 10:25 EST

Via MarketMinute

Topics Earnings Economy

Tickers CI CVS ELV HUM UNH

Exposures Coal Economy Financial

The Heartland’s High-Tech Awakening: US Manufacturing Breaks 12-Month Slump as AI and Tax Incentives Ignite a 2026 Renaissance

Today 10:22 EST

Via MarketMinute

Topics Artificial Intelligence Economy

Tickers CAT DE GE GEV NVDA ROK

Exposures Artificial Intelligence Interest Rates Supply Chain

The Pentagon's AI Ultimatum: Anthropic Faces 'Supply Chain Risk' Label Over Model Safeguards

Today 10:20 EST

Via MarketMinute

Topics Artificial Intelligence Economy

Tickers AMZN GOOGL MSFT PLTR TSLA

Exposures Artificial Intelligence Economy Supply Chain

Lucid Group Shares Sink to Record Lows as Q4 Loss Widens to $3.62 Per Share

Today 10:18 EST

Via MarketMinute

Topics Bonds Earnings Economy

Tickers F GM LCID RIVN TM TSLA

Exposures Debt Markets Electric Vehicles Financial

Axon Shakes the Safety-Tech Market with Explosive Q4 Earnings: AI and Subscriptions Drive 39% Revenue Surge

Today 10:17 EST

Via MarketMinute

Topics Artificial Intelligence

Tickers AAPL AXON DGLY MSFT MSI WRAP

Exposures Artificial Intelligence

The SaaSpocalypse of 2026: Workday Stock Plummets as Agentic AI Fears Overhadow Q4 Beat

Today 10:15 EST

Via MarketMinute

Topics Artificial Intelligence Earnings

Tickers CRM ORCL SAP WDAY

Exposures Artificial Intelligence Financial

HP Q1 2026 Earnings: The PC Refresh Arrives, But Rising Costs Dampen the Party

Today 10:12 EST

Via MarketMinute

Topics Artificial Intelligence Earnings Economy

Tickers AAPL AMD DELL HPQ INTC LNVGY

Exposures Artificial Intelligence Economy Financial

Snowflake’s AI Gambit: Data Cloud Giant Faces High-Stakes Earnings as Market Demands Consumption-Based Proof

Today 10:11 EST

Via MarketMinute

Topics Artificial Intelligence Earnings Economy

Tickers AMZN GOOGL IBM MDB MSFT SNOW

Exposures Artificial Intelligence Economy Financial

Lowe’s Defies Housing Headwinds with Q4 Earnings Beat: A Signal of Consumer Resilience in 2026

Today 10:08 EST

Via MarketMinute

Topics Economy World Trade

Tickers FND HD LOW SHW

Exposures Economy Supply Chain Tariff

Salesforce Q4 2026 Earnings: Agentic AI Drives Revenue Beat and Enterprise Transformation

Today 10:07 EST

Via MarketMinute

Topics Artificial Intelligence Economy

Tickers CRM MSFT NOW ORCL SAP SNOW

Exposures Artificial Intelligence Economy Supply Chain

The Great Decoupling: Oxford Economics Forecasts a Fractured Commodity Market for 2026

Today 10:06 EST

Via MarketMinute

Topics Artificial Intelligence Bonds ETFs

Tickers ABX ADM ALB ALTM CVX FCX

Exposures Artificial Intelligence Debt Markets Economy

The $111 Billion Showdown: Paramount’s Hostile All-Cash Bid Pushes Warner Bros. Discovery to the Brink

Today 10:05 EST

Via MarketMinute

Topics Workforce

Tickers AAPL AMZN BLK GOOGL NFLX ORCL

Exposures Layoff

Pork Market Sizzles: CME Lean Hog Index Climbs as Consumers Swap Steaks for Chops

Today 10:04 EST

Via MarketMinute

Topics Economy Emissions

Tickers HRL SEB TSN

Exposures Ethanol Interest Rates

Nvidia’s Moment of Truth: AI Titan Faces Make-or-Break Earnings as Market Momentum Stalls

Today 10:02 EST

Via MarketMinute

Topics Artificial Intelligence Earnings

Tickers AMD GOOGL META MU NVDA TSM

Exposures Artificial Intelligence Financial

Heavy Metal: Base Metals Surge as China Reopens to a Favorable U.S. Trade Ruling

Today 10:02 EST

Via MarketMinute

Topics Economy Government World Trade

Tickers AA ASX:BHP ASX:RIO BHP CENX FCX

Exposures Economy Political Supply Chain

The Hungry World Floor: USDA Slashes Corn Stocks as Record Exports Defy a Massive Harvest

Today 10:00 EST

Via MarketMinute

Topics Economy

Tickers ADM ANDE BG CTVA DE GPRE

Exposures Economy Ethanol

Rain in the Plains: Winter Wheat Prices Retract as Supply Abundance and New Tariffs Reshape the 2026 Global Market

Today 9:58 EST

Via MarketMinute

Topics Economy World Trade

Tickers ADM BG GIS MDLZ

Exposures Interest Rates Supply Chain Tariff

Supply Avalanche: US Soybean Futures Face Record 180 Million Ton Brazilian Harvest

Today 9:55 EST

Via MarketMinute

Topics Energy World Trade

Tickers ADM BG CTVA DE

Exposures Ethanol Fossil Fuels Tariff

Aluminum Midwest Premium Hits Record $2,182: Inside the 2026 Price Surge and the 'Bessent Pivot'

Today 9:53 EST

Via MarketMinute

Topics Derivatives Economy Supply Chain

Tickers AA ASX:RIO CENX F RIO

Exposures Derivatives Supply Chain Tariff

The Inventory Paradox: Why Copper Prices are Cooling Despite a Global Stockpile Surge

Today 9:52 EST

Via MarketMinute

Topics Artificial Intelligence Economy Electric Vehicles

Tickers ASX:BHP ASX:RIO BHP CME FCX GOOGL

Exposures Artificial Intelligence Economy Electric Vehicles

Winter Storm Fern Triggers Historic Energy Crisis: EIA Hikes Natural Gas Price Forecasts by 40%

Today 9:50 EST

Via MarketMinute

Topics Economy Energy

Tickers AR EQT LNG

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WTI Oil Prices Near $66: Inventory Surges as Iran Nuclear Deadline Looms

Today 9:48 EST

Via MarketMinute

Topics Economy Government

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Exposures Economy Fossil Fuels Political

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