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News headline image
The Great Divergence: AI Supremacy Masks a Hidden Bear Market in Healthcare and Industrials
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers BA CAT HUM LLY MSFT NVDA
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Eye of the Storm: Treasury Yields Coil as Markets Await Fed’s High-Stakes Verdict
Via MarketMinute
Topics Bonds Economy World Trade
Tickers AAPL BAC CRM DHI DLR JPM
Exposures Debt Markets Economy Interest Rates
News headline image
The Great Pivot: Morgan Stanley Declares the Return of Retail in Bold Sector Shift
Via MarketMinute
Topics Economy
Tickers ABNB AZO BBY CVNA DAL EXPE
Exposures Economy Interest Rates Supply Chain
News headline image
The Great Rotation: Why Wall Street is Betting Big on Banks and Factories in 2026
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers BAC CAT GE GEV GS HON
Exposures Artificial Intelligence Economy Interest Rates
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Brink of Conflict: U.S.-Iran Tensions Send Oil Prices Soaring as March Deadline Looms
Via MarketMinute
Topics Government
Tickers BP F GS LMT NOC XOM
Exposures Political
News headline image
Super Micro’s $40 Billion Ambition: Analysts Signal 'Buy' as Liquid-Cooled AI Factories Scale for the Rubin Era
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers ARM DELL HPE NVDA SMCI
Exposures Artificial Intelligence Economy Financial
News headline image
Nike’s ‘Swoosh’ Stumbles: Why Analysts are Slashing Ratings Amidst Global Supply Chain Shifts and Waning Consumer Confidence
Via MarketMinute
Topics Economy World Trade
Tickers ADDYY BNPQY DKS FL NDAQ NKE
Exposures Supply Chain Tariff
News headline image
AI’s Next Frontier: BofA Lifts Nvidia Price Target as ‘Agentic’ Demand Eclipses Post-Earnings Volatility
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL AMD AMZN BAC CSCO GOOGL
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Big Tech’s Heavy Lifting: S&P 500 Q4 Earnings Surpass 8% Growth Amid AI Capex Anxiety
Via MarketMinute
Topics Artificial Intelligence Economy Electric Vehicles
Tickers AAPL AMZN CAT GE GOOGL META
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
The 7,800 Frontier: Morgan Stanley Flips the Script with Bullish S&P 500 Forecast
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAPL AMZN BSX C CFG DDOG
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Texas Instruments Defies Earnings Miss with 9% Surge on Bullish Forward Guidance, Signaling End to ‘Analog Winter’
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers ADI BAC IFNNY MCHP ON SLAB
Exposures Artificial Intelligence Economy Financial
News headline image
Trade War 2.0: The Fallout of 145% Tariffs and the Pivot to Global Protectionism
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL BA CAT EADSY NVDA RR
Exposures Artificial Intelligence Boeing 737 Coal
News headline image
US Congress Passes Landmark Stablecoin Regulation: A New Era for Digital Assets
Via MarketMinute
Topics Economy Regulatory Compliance
Tickers BK COIN CRCL JPM MA PYPL
Exposures Economy Interest Rates Legal
News headline image
Constitutional Checkmate: Supreme Court Voids Trump’s Emergency Tariffs in Landmark Trade Ruling
Via MarketMinute
Topics Climate Change Economy Emissions
Tickers AA AAPL BA CLF F GM
Exposures Climate Economy Political
News headline image
Beyond the Block: MARA Holdings’ Strategic Pivot to AI Infrastructure Sparks Market Re-Rating
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers CLSK CORZ DLR EQIX MARA MPLX
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
Netflix Abandons Warner Bros. Discovery Pursuit, Signaling a New Era of Capital Discipline in Streaming
Via MarketMinute
Tickers AMZN DIS NFLX WBD
News headline image
A Mega-Media Titan Emerges: Paramount Skydance and Warner Bros. Discovery Agree to Historic $111 Billion Merger
Via MarketMinute
Topics Government Workforce
Tickers AAPL AMZN DIS NFLX ORCL PARA
Exposures Layoff Political
News headline image
OpenAI's $110 Billion Funding Round: What It Means for MSFT and ORCL
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AMZN MSFT NVDA ORCL
Exposures Artificial Intelligence Economy Supply Chain
News headline image
UBS Downgrades US Stock Market Outlook Amid Surprise 2026 Inflation Surge
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers AAPL JPM MSFT NVDA UBS WMT
Exposures Artificial Intelligence Economy Interest Rates
News headline image
S&P 500 and Dow Sink as Surprise Inflation Data Rocks Markets (February 27, 2026)
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers CAT GS JPM MSFT NVDA TSLA
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Unstoppable American Shopper: Consumer Spending Defies Economic Gravity in Early 2026
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers AMZN COST GS SPGI TGT WMT
Exposures Artificial Intelligence Economy Interest Rates
News headline image
From Boom to Buffering: How the 4.4% GDP Peak of 2025 is Haunting Markets in Early 2026
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
Tickers AAPL BAC GS JPM NVDA
Exposures Artificial Intelligence Economy Intellectual Property
News headline image
TKO Group Holdings Defies Tech Sector Rout with 8% Surge on Blockbuster Media Rights and $1B Buyback
Via MarketMinute
Topics Artificial Intelligence World Trade
Tickers DIS FWONA GOOGL MSFT NFLX PARA
Exposures Artificial Intelligence Tariff
News headline image
The 'SaaSpocalypse' Hits Home: Zoom Shares Tumble 11.5% as Agentic AI Threatens the Per-Seat SaaS Model
Via MarketMinute
Topics Artificial Intelligence Earnings
Tickers CRM GOOGL INTU MNDY MSFT NEE
Exposures Artificial Intelligence Coal Financial
News headline image
The $600 Billion AI Arms Race: Hyperscale CAPEX Surges Amid Growing Market Skepticism
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Tickers AMZN AVGO GOOGL META MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
AI Fatigue Triggers Massive Capital Flight: Utilities and Staples Emerge as 2026’s Unlikely Heroes
Via MarketMinute
Topics Artificial Intelligence Bonds ETFs
Tickers AMZN COST DUK GOOGL IBM INTU
Exposures Artificial Intelligence Debt Markets Interest Rates
News headline image
Silicon Valley’s Heavy Lifting: Tech Drives 66% of S&P 500 Earnings Growth as Q4 2025 Wraps
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AAPL ACMR APP GE NVDA SITM
Exposures Artificial Intelligence Economy Financial
News headline image
Rising Tensions in the Middle East: Geopolitical Risks vs. Corporate Fundamentals in February 2026
Via MarketMinute
Topics Bonds Economy Government
Tickers APO BX CVX F LMT MSFT
Exposures Debt Markets Economy Interest Rates
News headline image
The Implementation Pivot: How Accenture Defied the ‘SaaS-pocalypse’ with a Massive AI Rebound
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ACN GOOGL IBM MSFT NVDA PFE
Exposures Artificial Intelligence Economy Interest Rates
News headline image
GoDaddy Soars: Why GDDY Became the S&P 500's Top Gainer Amid an AI-Driven Recovery
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers GDDY NVDA VRSN WIX
Exposures Artificial Intelligence Economy US Equities
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