Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding – United S
CPUs For Agentic AI Note the following: Magnificent Seven Money Flows Most portfolios are now heavily concentrated in…
Korea Drives Semi Stocks Lower Despite Solid Taiwan Semi Earnings; Apple Boosts China AI Models – State S
Korea Leading Semiconductors Note the following: Magnificent Seven Money Flows Most portfolios are now heavily concentrated in the…
Critical 4 Hours Ahead, Korea And Iran Drive Selling In US Stocks – United States Oil Fund (ARCA:USO), St
Important Data Ahead Note the following: Magnificent Seven Money Flows Most portfolios are now heavily concentrated in the…
Scott Bessent Defends Tariff Reboot, Unveils ‘3 Through 3’ Plan To Beat ‘Structural Inflation’ – State St
Treasury Secretary Scott Bessent on Wednesday defended the administration’s aggressive trade policies, unveiling a comprehensive “3 through 3”…
Semi Mania Gets A Reality Check From South Korea; Investors Should Pay Attention To Shift In AI Tokens –
Korea Drops 10% Please click here for an enlarged chart of Ishares Msci South Korea ETF (NYSE:EWY). Note…
Good News For Drivers: Mohamed El-Erian Expects Gas Below $4 And Diesel Below $5 Within Days As Crude Pri
A collapse in crude oil futures prices is poised to deliver savings to American motorists, with top economist…
CPI Saves Market; China-Taiwan Tensions Hurt Semis-Momo Crowd Buys the Dip; Iran Truce Looks More Fragile
CPI Saves Stock Market Note the following: Magnificent Seven Money Flows Most portfolios are now heavily concentrated in…
‘E-Shaped’ Economy: Fed Beige Book Reveals High Earners Keep Spending While Middle-Class Americans Stretc
The U.S. economy is increasingly dividing into two distinct realities, with affluent Americans fueling a luxury boom while…
Trump Cuts Tariffs On Some Steel And Aluminum Products To Boost US Manufacturing— But AI Infrastructure M
President Donald Trump has signed a proclamation amending the Section 232 national security tariffs on certain aluminum, steel,…
US Manufacturing Is Booming: Trump’s Tariffs Or AI Capex? – Amazon.com (NASDAQ:AMZN), Bloom Energy (NYSE:
When Donald Trump returned to the Oval Office, one of his loudest promises was to make American factories…
Wall Street Rally Faces Key Test As Earnings, Geopolitics Drive Week Ahead – Alaska Air Group (NYSE:ALK),
Wall Street heads into a high-stakes week after a powerful rally fueled by easing geopolitical tensions. A packed…
Trump Trade Wars To Capital Wars: How Greenland Dispute Led Danish Pension Fund To Sell US Treasuries – SPDR S&P 500 (ARCA:SPY)
A Danish pension fund’s decision to dump $100 million in U.S. Treasuries has sparked fears that geopolitical disputes…