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The Great Bank Consolidation of 2026: Mike Mayo Signals a ‘Generational Restructuring’ of the Financial Sector
Via MarketMinute
Topics Artificial Intelligence Fraud
Tickers BANC BKU C CADE CMA COF
Exposures Artificial Intelligence Legal
News headline image
The OBBBA 'Refund Ripple': How a Retroactive Tax Windfall is Fueling a 2026 Consumer Surge
Via MarketMinute
Topics Credit Cards Economy
Tickers AMZN COF COST DG GPS INTU
Exposures Economy Interest Rates
News headline image
The 2.7% Inflation Trap: Wall Street Paralyzed as Fed Braces for 'Sticky' GDP Data
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers DHI GS JPM NVDA WMT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Walmart’s $190B ‘Beat and Raise’ Signals a Tax-Fueled Retail Renaissance
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMZN BAC COST DG DLTR GOOGL
Exposures Artificial Intelligence Economy Financial
News headline image
The Agentic AI Crisis: CrowdStrike Plummets as Markets Reassess the Cybersecurity Moat
Via MarketMinute
Topics Artificial Intelligence Earnings Hacking
Tickers CRWD FROG MSFT PANW ZS
Exposures Artificial Intelligence Financial Information Security
News headline image
The AI Tax: Akamai’s 14% Plunge Signals a Brutal Revaluation for the Cloud and Software Sectors
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ADBE AKAM AMZN ARM CRM FSLY
Exposures Artificial Intelligence Coal Economy
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Alphabet Defies Tech Slump: Why the Search Giant is Surging While Peers Stumble
Via MarketMinute
Topics Artificial Intelligence Stocks
Tickers AAPL AMZN GOOGL GS META MSFT
Exposures Artificial Intelligence US Equities
News headline image
The Great Decoupling: Gold Pierces $5,180 as WTI Crude Stumbles Amid Global Trade Volatility
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers ABX CVX GOLD NEM XOM
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
Treasury Resilience: TLT Defies Dollar Devaluation and Global Unrest in Surprising Breakout
Via MarketMinute
Topics Bonds ETFs Economy
Tickers AAPL BAC BLK GS IVZ MS
Exposures Debt Markets Economy Interest Rates
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Global Trade Fractures as EU and India Pivot Away from U.S. Following New Tariff Surcharge
Via MarketMinute
Topics Economy Electric Vehicles Government
Tickers AAPL F GM INFY TGT TSLA
Exposures Economy Electric Vehicles Interest Rates
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The Glass Ceiling Shatters: Corning’s AI Pivot Sparks 7% Stock Surge as Connectivity Demands Explode
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
Tickers COHR GLW LITE LUMN META MSFT
Exposures Artificial Intelligence Intellectual Property Supply Chain
News headline image
The Great Rotation: Small-Cap Stocks Slay the Giants as Market Breadth Hits Record Highs
Via MarketMinute
Topics Economy Initial Public Offering
Tickers AAPL APGE AXSM DY FIX NVDA
Exposures Economy Interest Rates Securities Market
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A Tale of Two Titans: Eli Lilly Surges as Novo Nordisk Stumbles in the Weight Loss Price War
Via MarketMinute
Tickers LLY UNH
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The $1 Trillion Software Carnage: How AI Agents Broke the SaaS Model
Via MarketMinute
Topics Artificial Intelligence Workforce
Tickers ADBE CRM FIS GOOGL HUBS MSFT
Exposures Artificial Intelligence Layoff
News headline image
The "Warsh Shock": Nomination of Kevin Warsh as Fed Chair Signals Aggressive Balance Sheet Pivot and 2026 Rate Normalization
Via MarketMinute
Topics Bonds Economy
Tickers BAC JPM MET NEE PLD PRU
Exposures Debt Markets Economy Interest Rates
News headline image
Nvidia’s $67 Billion Reckoning: The ‘Do or Die’ Moment for AI Infrastructure
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMD AMZN GOOGL INTC META MSFT
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Domino’s Delivers a Premium Performance: Revenue Beat and Dividend Hike Signal Tech-Driven Dominance
Via MarketMinute
Topics Economy
Tickers DASH DPZ PZZA UBER YUM
Exposures Interest Rates
News headline image
The Great Rebalancing: Capital Abandons Silicon Valley for the 'Real Economy'
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers ADBE BAC CAT COST CRM GEV
Exposures Artificial Intelligence Economy Interest Rates
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Resilience Amidst Retrenchment: S&P 500 Tests 6,900 as Corporate Earnings Defy Policy Turbulence
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AMP CRWD GS MS MSFT PEP
Exposures Artificial Intelligence Interest Rates Tariff
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The 150-Day Squeeze: Trump Pivots to Section 122 After Supreme Court Blocks Emergency Tariff Powers
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL F FDX GM NUE NVDA
Exposures Artificial Intelligence Interest Rates Political
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Fear Returns to Wall Street: VIX Hits 2026 Peak as 'Software-mageddon' and New Tariffs Rattle Markets
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers CRM LUMN MSFT NOW T
Exposures Artificial Intelligence Political Supply Chain
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The Great Divergence: Mixed Economic Signals Trap the Federal Reserve in a Policy Purgatory
Via MarketMinute
Topics Economy
Tickers BA CAT DHI GE HON LEN
Exposures Economy Interest Rates
News headline image
Data as the Ultimate Moat: Thomson Reuters Surges 14% as AI Strategy Defies Sector Sell-Off
Via MarketMinute
Topics Artificial Intelligence Intellectual Property
Tickers ADBE CRM NOW RELX TRI WTKWY
Exposures Artificial Intelligence Intellectual Property
News headline image
The Great Defensive Pivot: Staples and Health Care Surge as AI Fatigue and Trade Turmoil Rattle Tech
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers COST CRM INTU MSFT NVDA PEP
Exposures Artificial Intelligence Economy Interest Rates
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SCOTUS Shatters Trade Status Quo: IEEPA Tariff Strike-Down Triggers $175 Billion Legal Firestorm
Via MarketMinute
Topics Bonds Economy Government
Tickers AAPL AMZN FDX NUE TGT WMT
Exposures Debt Markets Economy Financial
News headline image
Tariff Whiplash: US Treasury Yields Retreat to 4.03% as Global Trade Uncertainty Mounts
Via MarketMinute
Topics Bonds Economy Government
Tickers CRWD DUK ORCL PLTR SAP
Exposures Debt Markets Interest Rates Political
News headline image
FIS Signals Resurgence with Strong 2025 Results and Strategic Pivot to Core Banking
Via MarketMinute
Topics Fraud
Tickers FI FIS FISV GPN JKHY
Exposures Legal
News headline image
The Great SaaS Rebound: How Anthropic’s ‘Enhancement’ Doctrine Saved the Software Giants
Via MarketMinute
Topics Artificial Intelligence
Tickers CRM DOCU INTU TRI
Exposures Artificial Intelligence
News headline image
The Great Divide: Fed Minutes Reveal 'Neutral Hold' as Markets Pivot to July Rate Cut
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN GS JPM META MS MSFT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Gold Surges Past $5,200 as Trump Defies Supreme Court with 15% Global Tariff Surcharge
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL ABX GOLD IBM KGC NEM
Exposures Artificial Intelligence Economy Interest Rates
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