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Akamai Shares Plummet 9% as AI Infrastructure "Tax" and Memory Shortages Squeeze 2026 Profit Outlook
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AKAM AMZN FSLY MU NET SSNLF
Exposures Artificial Intelligence Financial Interest Rates
News headline image
Stagflationary Shadows: Core PCE Surge and GDP Slump Challenge the Federal Reserve's 2026 Vision
Via MarketMinute
Topics Bonds ETFs Economy
Tickers AAPL IVZ JPM NEM QQQ WMT
Exposures Debt Markets Economy Interest Rates
News headline image
U.S. Q4 GDP Misses Expectations: The 1.4% Growth Slump and the 2026 Outlook
Via MarketMinute
Topics Artificial Intelligence Economy Regulatory Compliance
Tickers BA GS JPM LMT NOC NVDA
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The 'Tariff Train' Returns: Trump Pivots to Section 122 After Supreme Court Defeat
Via MarketMinute
Topics Economy Government Stocks
Tickers AAPL CLF HAS MAT NUE TGT
Exposures Economy Interest Rates Political
News headline image
Supreme Court Strikes Down President Trump’s Emergency Tariffs, Sparking Major Wall Street Relief Rally
Via MarketMinute
Topics Economy Government Lawsuit
Tickers AA AAPL BWA COST CROX ELF
Exposures Economy Financial Legal
News headline image
The "Super Pipe" Revolution: FCC’s 900 MHz Expansion Signals a New Era for Anterix and the Future of Private Wireless
Via MarketMinute
Tickers AEE ATEX ERIC EVRG GE NOK
Exposures Regulatory
News headline image
Opendoor 2.0: Shares Surge as AI-Driven Pivot and Q4 Earnings Signal a New Era for Real Estate
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers ABNB EXPI OPAD OPEN UBER UBS
Exposures Artificial Intelligence Financial Interest Rates
News headline image
Carvana's Q4 Milestone: From the Brink of Bankruptcy to S&P 500 Dominance
Via MarketMinute
Topics Bankruptcy Earnings Economy
Tickers ALLY AN ARM CVNA KMX LAD
Exposures Electric Vehicles Financial Interest Rates
News headline image
Cash Over Barrels: Occidental Petroleum Charts a Post-Growth Course in a $66 Oil World
Via MarketMinute
Topics Emissions Retirement
Tickers ARM BRK-A BRK-B COP CVX HAL
Exposures Pension
News headline image
eBay Reclaims the Resale Crown: Inside the $1.2 Billion Acquisition of Depop
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers EBAY ETSY
Exposures Artificial Intelligence Economy
News headline image
DoorDash Navigates "Investment Intensity" as 2025 Record Profits Meet Cautious 2026 Outlook
Via MarketMinute
Topics Earnings Economy
Tickers AMZN CART DASH UBER
Exposures Economy Financial Interest Rates
News headline image
Gartner (IT) Shares Hit 52-Week Low Amidst Q4 Revenue Miss and Soft 2026 Outlook
Via MarketMinute
Topics Artificial Intelligence
Tickers FORR IT MSFT NVDA
Exposures Artificial Intelligence
News headline image
Gold Shakes the World: Spot Prices Eclipse $5,000 as Geopolitical Turmoil and Economic Stagnation Ignite Flight to Quality
Via MarketMinute
Topics Bonds Derivatives Economy
Tickers ABX AEM B GS NEM
Exposures Debt Markets Derivatives Economy
News headline image
Labor Market Defies Gravity: Jobless Claims Hit 206,000 as "Higher for Longer" Reality Bites
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers AAPL JPM MSFT NVDA XOM
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Yields and Uncertainty: The U.S. Treasury Market Navigates a "Stagflation-Lite" Horizon
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers GS JPM NEE PLD
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Comfort Systems USA (FIX) Surges as Data Center ‘Industrial Supercycle’ Drives Record Q4 Profits
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers EME FIX PWR
Exposures Artificial Intelligence Economy Financial
News headline image
Fidelity National Financial Signals 2026 Expansion as 'inHere' Tech and Title Margins Hit New Peaks
Via MarketMinute
Topics Earnings Economy
Tickers FAF FG FIS FNF ORI STC
Exposures Financial Interest Rates
News headline image
The Great Convergence: How the 'S&P 493' Reclaimed Market Leadership from the Tech Titans
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers CAT CEG GE GOOGL GS IVZ
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
The 7,000 Tug-of-War: S&P 500 Hits Historic Milestone Amid AI Euphoria and Macroeconomic Friction
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN BLK CEG GOOGL GS META
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Nvidia Earnings Preview: Blackwell Demand 'Off the Charts' as the AI Bellwether Prepares to Report
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers AMD AMZN C DELL GOOGL INTC
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Guidance Shadows Growth: Akamai Shares Plunge 9% as AI Spending Weighs on 2026 Outlook
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AKAM AMZN FSLY MSFT NET
Exposures Artificial Intelligence Financial Interest Rates
News headline image
Geopolitical Storm Clouds Gather: Oil Surges to Six-Month Highs Amid Fears of U.S.-Iran Military Conflict
Via MarketMinute
Topics Economy Energy Stocks
Tickers COP CVX DAL F LMT NOC
Exposures Economy Fossil Fuels Interest Rates
News headline image
The Stagflation Trap: Sticky Inflation and Cooling Growth Ignite Market Anxiety
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AAPL JPM RY TSX:RY WMT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
Economic Stagnation: Q4 2025 GDP Misses Mark as Government Shutdown Hangs Heavy Over 2026 Outlook
Via MarketMinute
Topics Earnings Economy
Tickers ACM BAH CACI CAR CMG DAL
Exposures Economy Financial Interest Rates
News headline image
Supreme Court Strikes Down Trump’s Reciprocal Tariffs: A Landmark Victory for Free Trade and Executive Constraint
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL AMZN F GM NVDA TSLA
Exposures Artificial Intelligence Economy Political
News headline image
Safe Havens in a Storm: Investors Pivot to Defensives as Tech Volatility Roils Markets
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers CEG COST DUK GOOGL KO META
Exposures Artificial Intelligence Economy Interest Rates
News headline image
San Francisco Fed’s Mary Daly Signals Policy Stability as AI Productivity Gains Move "Under the Hood"
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers CRM GOOGL MSFT NVDA
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Dollar’s Wild Ride: Inside the 2026 Currency Volatility Reshaping Global Trade
Via MarketMinute
Topics Earnings Economy World Trade
Tickers AAPL ADM CAT DE MS MSFT
Exposures Economy Financial Interest Rates
News headline image
The Industrial Supercycle: Comfort Systems Shatters Records Amid 'Unprecedented' Infrastructure Demand
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers EME FIX JCI PWR
Exposures Artificial Intelligence Economy Electricity Generation
News headline image
AI Dominance Drives Meta to New Heights: 8% Rally Signals 'Epoch of Execution' in Digital Advertising
Via MarketMinute
Topics Artificial Intelligence
Tickers AAPL AMZN GOOGL META PINS SNAP
Exposures Artificial Intelligence
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