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The Silicon Surcharge: Inside President Trump’s 25% Tariff on Advanced Computing Chips
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AAPL AMD AMZN GFS GOOGL INTC
Exposures Artificial Intelligence Political Supply Chain
News headline image
Morgan Stanley Q4 Earnings Surge: A 47% Investment Banking Jump Signals Wall Street’s Renaissance
Via MarketMinute
Topics Economy Initial Public Offering
Tickers GS JPM LAZ META MS OWL
Exposures Interest Rates Securities Market
News headline image
Wall Street Renaissance: Goldman Sachs Posts Record $9.3 Billion in Fees as Dealmaking Roars Back
Via MarketMinute
Topics Credit Cards Earnings Economy
Tickers AAPL EA GS JNJ JPM MS
Exposures Financial Interest Rates Securities Market
News headline image
The Hard Reality: Chinese Export Controls Trigger 200% Explosion in Global Tungsten Prices
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers ASX:EQR TSX:AII TUNG
Exposures Artificial Intelligence Supply Chain
News headline image
TSMC Shatters Records: AI Demand Drives Record Earnings and $56B Investment Plan
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers AAPL AMAT ASML INTC LRCX NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Fragile State of Aluminum: How Operational Decay and Geopolitical Shifts in Venezuela are Reshaping Regional Markets
Via MarketMinute
Topics Economy Supply Chain World Trade
Tickers AA ASX:RIO CENX NHYDY RIO VALE
Exposures Economy Supply Chain Tariff
News headline image
S&P 500 and Nasdaq Rebound as Chip Stocks Lead Tech Revival
Via MarketMinute
Topics Artificial Intelligence Economy Government
Tickers AMAT AMD ASML GOOGL INTC META
Exposures Artificial Intelligence Fossil Fuels Interest Rates
News headline image
The Red Metal Renaissance: Middle East Projected to See 40% Copper Demand Surge by 2035
Via MarketMinute
Topics Climate Change Economy
Tickers ASX:RIO FCX RIO
Exposures Climate Economy Supply Chain
News headline image
Biofuel Limbo: Why 45Z Tax Credit Uncertainty is Paralyzing US Soybean Oil Markets in 2026
Via MarketMinute
Topics Emissions Energy
Tickers ADM BG DAL DAR GEVO PSX
Exposures Fossil Fuels
News headline image
The Frozen Granary: Black Sea Wheat and Corn Face New Volatility in 2026
Via MarketMinute
Topics Climate Change Economy World Trade
Tickers ADM BG CTVA DE
Exposures Climate Ethanol Supply Chain
News headline image
Rio Tinto and BHP Join Forces in Australia: A Historic Shift in Iron Ore Strategy
Via MarketMinute
Tickers ASX:BHP ASX:RIO
News headline image
Trump Administration Awards First Venezuelan Oil Sale to Megadonor’s Company in Post-Maduro Era
Via MarketMinute
Topics Economy Government World Trade
Tickers COP CVX HAL XOM
Exposures Fossil Fuels Political Supply Chain
News headline image
Buffett-Backed Mitsubishi Corp Acquires U.S. Gas Giant for $7.5 Billion to Fuel AI Future
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers BRK-A BRK-B F LNG SRE
Exposures Artificial Intelligence Climate Coal
News headline image
Metals Mania: Gold, Silver, and Copper Shatter Records as Global Stability Cracks
Via MarketMinute
Topics Artificial Intelligence Economy Electric Vehicles
Tickers AAPL ABX AG FCX GOLD HL
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
Oil Prices Tumble as U.S.-Iran Military Fears Recede: Market Reaction and Future Outlook
Via MarketMinute
Topics Economy Energy Government
Tickers AAL CVX DAL OXY UAL UBS
Exposures Economy Fossil Fuels Political
News headline image
The Great Unlocking: Private Equity and Venture Capital Exits Surge as 2026 Begins
Via MarketMinute
Topics Artificial Intelligence Economy Initial Public Offering
Tickers APO BX EA GS HOLX JPM
Exposures Artificial Intelligence Coal Economy
News headline image
The 8,100 Gambit: Why Analysts are Betting on a Historic 2026 S&P 500 Surge
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers BK C CAT DB GS HON
Exposures Artificial Intelligence Economy Interest Rates
News headline image
Citigroup Shakes Up Wall Street with Record M&A Revenue as Global Dealmaking Thaws
Via MarketMinute
Topics Economy
Tickers C GS HSBC JNJ JPM MS
Exposures Economy Interest Rates
News headline image
Hard Borders, Empty Sites: The 2026 Labor Squeeze Hits Homebuilding and Healthcare
Via MarketMinute
Topics Economy Immigration
Tickers DHI HCA LEN PHM THC
Exposures Coal Economy Immigration
News headline image
"Animal Spirits" Return: Morgan Stanley Signals M&A Renaissance as Healthcare and Industrials Lead Shifting Landscape
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
Tickers BSX GEV HON JNJ LLY MDT
Exposures Artificial Intelligence Interest Rates Securities Market
News headline image
The Wealth Dividend: How Asset Appreciation Is Keeping the US Economy Afloat in 2026
Via MarketMinute
Topics Artificial Intelligence Credit Cards Economy
Tickers AAPL AXP DAL HESAY HST LVMUY
Exposures Artificial Intelligence Coal Economy
News headline image
The January Jolt: Why a Subdued VIX Finally Woke Up to a Dense Macro Calendar
Via MarketMinute
Topics Artificial Intelligence Bonds ETFs
Tickers AMD CAT GE JPM NVDA WFC
Exposures Artificial Intelligence Debt Markets Interest Rates
News headline image
The Great Disconnect: Can the Energy Sector’s Record-Low 2.9% Weighting Spark a Market Realignment?
Via MarketMinute
Topics Artificial Intelligence Economy Energy
Tickers COP CVX EOG XOM
Exposures Artificial Intelligence Economy Fossil Fuels
News headline image
Fiscal Firepower: How the ‘One Big Beautiful Bill Act’ is Fueling a 2026 Corporate Earnings Boom
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Tickers CAT CVX DE FSLR GS JPM
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The Wafer-Scale Revolution: Cerebras Systems Eyes Landmark 2026 IPO to Challenge NVIDIA’s AI Throne
Via MarketMinute
Topics Artificial Intelligence Initial Public Offering
Tickers AAPL AMD AVGO IBM INTC META
Exposures Artificial Intelligence Securities Market
News headline image
The Infinite Forge: Why AI Infrastructure Spending Defies the 'Bubble' Narrative in 2026
Via MarketMinute
Topics Artificial Intelligence Bonds Economy
Tickers AMZN CEG ETN GOOGL META MSFT
Exposures Artificial Intelligence Debt Markets Economy
News headline image
The Stink Bug in the Golden Path: Goolsbee Signals Hawkish Pivot Amid Fed Independence Crisis
Via MarketMinute
Topics Economy Law Enforcement World Trade
Tickers DHI JPM NVDA TSM
Exposures Economy Interest Rates Legal
News headline image
The Great Broadening: Why the S&P 500 Rally Is No Longer Just a Tech Story
Via MarketMinute
Topics Artificial Intelligence Economy Stocks
Tickers ADP AMAT BA DE HON HWM
Exposures Artificial Intelligence Economy Interest Rates
News headline image
The $7.8 Trillion Dam Breaks: How the 'Cash Wall' is Fueling a Historic January Effect
Via MarketMinute
Topics ETFs Economy
Tickers AAPL BLK DHI GOOGL IVZ LEN
Exposures Interest Rates
News headline image
Geopolitical De-escalation: Trump’s Shift to Economic Pressure Sends Oil Prices Tumbling
Via MarketMinute
Topics Economy Government World Trade
Tickers CVX DAL HAL UAL XOM
Exposures Economy Fossil Fuels Political
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