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News headline image
Merck's Two-Drug HIV Regimen Challenges Industry Standards Following Positive Phase 3 Results
Via MarketMinute
Topics Intellectual Property
Tickers ARM GILD GSK MRK
Exposures Intellectual Property Product Safety
News headline image
Xylem Inc. (XYL) Authorizes $1.5 Billion Share Repurchase Program Signaling Strong Growth Strategy
Via MarketMinute
Topics Energy
Tickers BMI FELE PNR VLTO XYL
Exposures Electricity Generation
News headline image
A Thaw in the Cold: Home Depot Beats Earnings as Housing Market Teeters Toward Recovery
Via MarketMinute
Topics Earnings Economy Supply Chain
Tickers FND GMS HD LOW SHW
Exposures Economy Financial Interest Rates
News headline image
Pulse of Resilience: February Job Surge Revives 'Soft Landing' Hopes Amid New Year Slump
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers ADP CAT GOOGL MAN META PAYX
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Supreme Court Strikes Down Emergency Tariffs, Triggering Wall Street Relief Rally
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL NVDA TGT WMT
Exposures Artificial Intelligence Economy Political
News headline image
Consumer Resilience Defies Gravity: US Confidence Surges to 91.2 Amid Economic ‘Warsh Shock’
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers ADP CRM HCA HYMTF JPM MSFT
Exposures Artificial Intelligence Economy Financial
News headline image
AMD and Nutanix Forge $250 Million Alliance to Challenge NVIDIA’s AI Dominance
Via MarketMinute
Topics Artificial Intelligence
Tickers AMD AVGO META NTNX NVDA
Exposures Artificial Intelligence
News headline image
Record Results, Harsh Realities: Why HEICO’s 12% Plunge Masked a Quarter of New Highs
Via MarketMinute
Topics Earnings Energy
Tickers AIR BA HEI HON LHX RTX
Exposures Coal Electricity Generation Financial
News headline image
Growth Interrupted: The Trade Desk Shares Plummet 16% as Weak Guidance Overshadows Q4 Revenue Beat
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers AMZN ARM META ROKU TTD
Exposures Artificial Intelligence Financial
News headline image
AMD and Meta Redefine the AI Landscape with Massive 6-Gigawatt Infrastructure Pact
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AMD GOOGL META MSFT NVDA TSM
Exposures Artificial Intelligence Supply Chain
News headline image
Salesforce Shatters Records with $11.2B Q4 Revenue as 'Agentic Enterprise' Vision Gains Massive Traction
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers AMZN CRM MSFT NOW NVDA ORCL
Exposures Artificial Intelligence Financial
News headline image
NVIDIA Shatters Expectations with $68.1 Billion Quarter as "Agentic AI" Era Begins
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMD AMZN AVGO GOOGL INTC NVDA
Exposures Artificial Intelligence Economy Financial
News headline image
The Great Reset: UnitedHealth Signals End of Growth Era as 2027 Medicare Rate Shock Looms
Via MarketMinute
Topics Economy
Tickers CNC CVS ELV HUM UNH
Exposures Interest Rates
News headline image
The AI PC Paradox: HP Inc. Navigates a High-Stakes Refresh Cycle Amidst Component Crises
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMD DELL HPQ INTC LNVGY MSFT
Exposures Artificial Intelligence Financial Pension
News headline image
The Efficiency Trap: Workday’s Record Margins Mask a Cooling Enterprise Software Market
Via MarketMinute
Topics Artificial Intelligence
Tickers CRM MSFT NOW ORCL SAP WDAY
Exposures Artificial Intelligence
News headline image
CoStar Group Signals Confidence with $700 Million Buyback Following Record Q4 Earnings and Residential Surge
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers CSGP RKT Z
Exposures Artificial Intelligence Economy Financial
News headline image
The 'Warsh Doctrine' and the 2026 Yield Curve Twist: Why 10-Year Yields Are Defying Rate Cut Expectations
Via MarketMinute
Topics Bonds Economy
Tickers AGNC BAC JPM NLY SOFI
Exposures Debt Markets Economy Interest Rates
News headline image
The Darwinian Transition: AI Monetization and Metabolic Mastery Define the Market’s New Frontier
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers GOOGL INTC LLY MSFT NVO QCOM
Exposures Artificial Intelligence Interest Rates Supply Chain
News headline image
The 2026 AI Hardware Bellwethers: AMD and SuperMicro Earnings Preview
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMD AMZN DELL GOOGL HPE META
Exposures Artificial Intelligence Supply Chain
News headline image
Amazon’s 2026 Inflection Point: Can AWS and Logistics Gains Validate a $200 Billion Bet?
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AMZN FDX GOOGL JPM MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Mercado Libre Dominance Deepens: Q4 Revenue Surges 45% as Logistics and Fintech Synergy Redefines Latin American Commerce
Via MarketMinute
Topics Artificial Intelligence
Tickers AMZN ARM GOOGL MELI NU SE
Exposures Artificial Intelligence
News headline image
Tech-Driven Safety: Axon Enterprise Surges on 39% Revenue Growth and AI Expansion
Via MarketMinute
Topics Artificial Intelligence Earnings World Trade
Tickers AXON MSI PLTR
Exposures Artificial Intelligence Financial Tariff
News headline image
Pfizer Secures Full FDA Approval for BRAFTOVI in First-Line Colorectal Cancer, Bolstering Oncology Growth Strategy
Via MarketMinute
Topics Economy Intellectual Property
Tickers AZN BMY LLY MRK NVS PFE
Exposures COVID-19 Intellectual Property Interest Rates
News headline image
The Nvidia Weight: Inside the Giant Shaping the S&P 500's Fate
Via MarketMinute
Topics Artificial Intelligence Economy Retirement
Tickers AAPL AMD AMZN ASML CRM GOOGL
Exposures Artificial Intelligence Economy Pension
News headline image
The 'Spring of Stimulus': How the 'One Big Beautiful Bill' Act is Fueling a 2026 Economic Surge
Via MarketMinute
Topics Bonds ETFs Economy
Tickers BBY CAT CMG DE DRI MA
Exposures Debt Markets Economy Interest Rates
News headline image
The Return of the Mega-LBO: Electronic Arts Goes Private in Record $55 Billion Deal
Via MarketMinute
Topics Artificial Intelligence Intellectual Property
Tickers ARM EA MSFT SONY TTWO UBSFY
Exposures Artificial Intelligence Intellectual Property
News headline image
The Great Rotation of 2026: Small-Caps Emerge from the Shadow of Silicon Valley
Via MarketMinute
Topics Artificial Intelligence Bonds ETFs
Tickers CAT CVX GE GOOGL IVZ IWM
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The $700 Billion Re-Rating: How the Medicare Advantage ‘Rate Shock’ Ended the Era of Managed Care Excess
Via MarketMinute
Topics Economy Government
Tickers ARM CVS ELV HUM UNH
Exposures Interest Rates Political
News headline image
The Great AI Divide: Why Wall Street Rewarded Meta’s Pragmatism While Punishing Microsoft’s Ambition
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers AMZN GOOGL META MS MSFT NVDA
Exposures Artificial Intelligence Financial
News headline image
S&P 500 Records Historic Fifth Quarter of Double-Digit Earnings Growth as IT and Industrials Lead the Way
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAPL CAT FCX GE MSFT NVDA
Exposures Artificial Intelligence Interest Rates Supply Chain
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