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The Silicon Supercycle: How the Data Center Boom is Shielding Semi Stocks from Macro Winds
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMD
AMZN
AVGO
GOOGL
META
MRVL
Exposures
Artificial Intelligence
Economy
Interest Rates
Refining Giants Surge as "Operation Absolute Resolve" Reshapes Global Energy Markets
January 05, 2026
Via
MarketMinute
Topics
Economy
Energy
Supply Chain
Tickers
CVX
GS
MPC
PSX
VLO
Exposures
Fossil Fuels
Interest Rates
Supply Chain
The Great Rebalancing: Wall Street Abandons Silicon Valley for the 'Security Supercycle' and Value
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
CVX
ESLT
GS
HAL
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
High and Low Earners Will Feel the Biggest Impact of 2026 Social Security Changes
↗
January 05, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Alpha Restored: How D.E. Shaw and Bridgewater Navigated 2025’s Volatility to Reshape Institutional Playbooks for 2026
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
CRM
GS
META
MS
MSFT
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
Twin Engines: Financials and Energy Surge to Propel S&P 500 as Rate Expectations Shift
January 05, 2026
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Tickers
BAC
CVX
HAL
JPM
XOM
Exposures
Debt Markets
Economy
Interest Rates
Bank of America Issues 2026 'Priced for Perfection' Warning: Why the S&P 500 Faces a High-Stakes 'Air Pocket'
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
BAC
LLY
MSFT
NVDA
PG
UNH
Exposures
Artificial Intelligence
Economy
Interest Rates
Priced for Perfection: Bank of America Issues Stark Warning on S&P 500 Valuation for 2026
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AMT
AMZN
ASX:TWR
BAC
LLY
Exposures
Artificial Intelligence
Interest Rates
Layoff
The Cereal Killer Economy: General Mills Hits 52-Week Low as Consumer Staples Face a Structural Reckoning
January 05, 2026
Via
MarketMinute
Topics
Economy
World Trade
Tickers
CAG
GIS
K
KHC
KR
WMT
Exposures
Economy
Interest Rates
Supply Chain
Gold’s New Frontier: Bullion Reclaims Safe-Haven Crown as Geopolitical Shocks Drive Prices Toward $4,500
January 05, 2026
Via
MarketMinute
Topics
Economy
Government
World Trade
Tickers
ABX
AEM
GOLD
NEM
Exposures
Interest Rates
Political
Tariff
The Powell Era Sunset: Fed Braces for 2026 Transition as Rate Cut Hopes Dim for January
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
BAC
D
DLR
JPM
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
Why the Mexican Peso Could Keep Crushing the U.S. Dollar in 2026
January 05, 2026
Via
Barchart.com
Topics
Economy
Exposures
Interest Rates
Gold Hits New Heights: Newmont Corporation Surges as Geopolitical Chaos Sparks Global Flight to Safety
January 05, 2026
Via
MarketMinute
Topics
ETFs
Economy
Tickers
ABX
AEM
FCX
GOLD
NEM
WPM
Exposures
Economy
Interest Rates
Varonis Systems, BILL, Elastic, Commerce, and The Trade Desk Shares Are Soaring, What You Need To Know
January 05, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
BILL
CMRC
ESTC
SSNLF
TTD
VRNS
Exposures
Artificial Intelligence
Interest Rates
ZoomInfo, Upstart, F5, Marqeta, and Upland Software Stocks Trade Up, What You Need To Know
January 05, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
FFIV
GTM
MQ
SSNLF
UPLD
UPST
Exposures
Artificial Intelligence
Interest Rates
The Powell Finale: Federal Reserve Braces for Leadership Overhaul as Rate Cut Hopes Fade
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMT
ASX:TWR
BAC
DHI
GS
JPM
Exposures
Artificial Intelligence
Debt Markets
Economy
Dow Jones Shatters 49,100 Record as Venezuela Turmoil Sparks Massive Blue-Chip Rotation
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
BA
CAT
CVX
GS
HAL
Exposures
Artificial Intelligence
Economy
Interest Rates
Dow Jones Hits Historic 49,100 Milestone: Analyzing the Catalysts Behind the New All-Time High
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
CAT
CRM
GS
IBM
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
December ISM Manufacturing Report: Continued Contraction, Continued Stagflation, Poor Employment
↗
January 05, 2026
Via
Talk Markets
Topics
Economy
Exposures
Interest Rates
Why LendingClub (LC) Stock Is Trading Up Today
January 05, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
AAPL
JPM
LC
MSFT
Exposures
Artificial Intelligence
Interest Rates
Citigroup (C) Stock Is Up, What You Need To Know
January 05, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AAPL
C
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
U.S. Bancorp (USB) Stock Trades Up, Here Is Why
January 05, 2026
Via
StockStory
Topics
Economy
Tickers
USB
Exposures
Interest Rates
Why Is Shopify (SHOP) Stock Rocketing Higher Today
January 05, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
KO
MSFT
SHOP
Exposures
Artificial Intelligence
Interest Rates
Fed Credibility And Powell's Performance
↗
January 05, 2026
Via
Talk Markets
Topics
Economy
Government
Exposures
Interest Rates
Political
Trump's Venezuela Move Reignites Geopolitical Angst — Gold And Silver ETFs Become The First Refuge
↗
January 05, 2026
Via
Benzinga
Topics
ETFs
Economy
Government
Exposures
Interest Rates
Political
Chip Makers and Energy Producers Lead Stock Indexes Higher
January 05, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Economy
Interest Rates
Dollar Rallies and Precious Metals Surge on Geopolitical Risks
January 05, 2026
Via
Barchart.com
Topics
Economy
Government
Exposures
Economy
Interest Rates
Political
Is the Vanguard Russell 2000 ETF a Buy Now?
↗
January 05, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
VTWO
Exposures
Artificial Intelligence
Economy
Interest Rates
Stocks Climb on AI Spending Optimism and Strength in Energy Producers
January 05, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Economy
Interest Rates
Turkish Disinflation Dips Below Central Bank’s Forecast Range
↗
January 05, 2026
Via
Talk Markets
Topics
Economy
Exposures
Interest Rates
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