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Microsoft Challenges GPU Dominance with Maia 200: A New Era of ‘Inference-First’ Silicon

Topics Artificial Intelligence Economy

Exposures Artificial Intelligence Supply Chain

February 05, 2026

Silicon Sovereignty: Google’s $185 Billion Bet on ‘Ironwood’ and Trillium Redefines the AI Arms Race

Topics Artificial Intelligence Economy

Tickers AAPL AMD AMZN GOOGL MSFT NVDA

Exposures Artificial Intelligence Economy Supply Chain

February 05, 2026

The 6-Micron Leap: How TSMC’s Hybrid Bonding Revolution is Powering the Next Generation of AI Supercomputers

Topics Artificial Intelligence Economy

Tickers AMZN AVGO GOOG GOOGL MSFT NVDA

Exposures Artificial Intelligence Economy Supply Chain

February 05, 2026

Topics Artificial Intelligence Bonds Economy

Tickers AMD AMZN INTC MSFT NVDA SSNLF

Exposures Artificial Intelligence Debt Markets Supply Chain

Why Dogecoin is Getting Slammed This Week ↗

February 05, 2026

Topics Artificial Intelligence Economy

Exposures Artificial Intelligence Interest Rates

The 2nm Supremacy: TSMC and Intel Clash in the High-Stakes Battle for AI Dominance

February 05, 2026

Topics Artificial Intelligence Economy

Tickers AAPL AMZN INTC MSFT NVDA TSM

Exposures Artificial Intelligence Supply Chain

Retirees: Can This Silver ETF Help Reduce Your Risk in the Markets This Year? ↗

February 05, 2026

The Glass Age: Semiconductor Breakthrough Shatters the ‘Warpage Wall’ for Next-Gen AI Accelerators

Topics ETFs Economy Government

Tickers SLV

Exposures Interest Rates Political

February 05, 2026

Topics Artificial Intelligence Economy

Tickers AMD AMZN INTC NVDA SSNLF TSM

Exposures Artificial Intelligence Economy Supply Chain

The Silicon Engine of the Trillion-Parameter Era: Inside NVIDIA’s Blackwell Revolution

February 05, 2026

Topics Artificial Intelligence Economy

Tickers AMD AMZN GOOGL INTC META MSFT

Exposures Artificial Intelligence Supply Chain

U.S. Hiring Slowdown Points To Weaker Jobs Numbers ↗

February 05, 2026

Via Talk Markets

Topics Economy

Exposures Interest Rates

Dear MicroStrategy Stock Fans, Mark Your Calendars for February 5

February 05, 2026

Trump Administration To Launch TrumpRx Platform For Discounted Drugs Later On Thursday: Reports ↗

Topics Economy World Trade

Exposures Interest Rates Tariff

February 05, 2026

Via Stocktwits

Topics Economy Government World Trade

Tickers AMGN LLY MRK NVO PFE

Exposures Political Supply Chain Tariff

2 Dividend Stocks to Buy in 2026 for a Lifetime of Passive Income ↗

February 05, 2026

Topics Economy Retirement World Trade

Tickers COST KO

Exposures Economy Pension Tariff

Cattle Posting Thursday Losses

February 05, 2026

Topics Economy

Exposures Fossil Fuels Interest Rates

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought ↗

February 05, 2026

Topics Artificial Intelligence Economy

Tickers AMD TEM TSLA

Exposures Artificial Intelligence Economy

Chipotle Is Sacrificing Profits in 2026 to Win Back Customers ↗

February 05, 2026

Topics Earnings Economy World Trade

Tickers CMG

Exposures Financial Interest Rates Tariff

Can Nio Stock Beat the Market Over the Next Decade? ↗

February 05, 2026

Topics Economy Electric Vehicles

Tickers NIO TSLA

Exposures Economy Electric Vehicles

Why is COIN Stock Falling More Than 8% Today? ↗

February 05, 2026

Via Stocktwits

Topics ETFs Economy Government

Tickers AVUS BTC COIN SPXV

Exposures Interest Rates Political

A $3 Billion Reason to Buy This Rare Earths Stock

February 05, 2026

Topics Economy Government

Exposures Fossil Fuels Political Supply Chain

The Great Sector Rotation of 2026: Why Capital is Fleeing AI Tech for the 'Old Economy'

February 05, 2026

Uber Shares Drop 5.2% Following Earnings Report: Growth Fears and Revenue Miss Reality Check

Topics Artificial Intelligence Economy Electric Vehicles

Tickers ADBE ALB ASX:BHP BHP CAT CRM

Exposures Artificial Intelligence Electric Vehicles Electricity Generation

February 05, 2026

Topics Earnings Economy

Tickers DASH GOOGL LYFT MSFT TSLA UBER

Exposures Economy Financial

The Return of the Giants: Private Equity Mega-Deals Surge in Early 2026

February 05, 2026

Wall Street’s Final Frontier: CME Group to Launch 24/7 Futures for Cardano, Chainlink, and Polkadot

Topics Artificial Intelligence Economy Initial Public Offering

Tickers APO BSX BX EA HOLX KKR

Exposures Artificial Intelligence Interest Rates Securities Market

February 05, 2026

Brookfield’s $1.2 Billion Acquisition of Peakstone Realty Trust: A Catalyst for the CRE M&A Revival

Topics Derivatives ETFs Economy

Tickers BLK CME COIN FIS GOOGL ICE

Exposures Derivatives Economy Legal

February 05, 2026

Topics Economy

Tickers AMZN BAM BN BX KIM PECO

Exposures Interest Rates

Xcel Energy (XEL) Q4 2025 Earnings Call Transcript ↗

February 05, 2026

The AI Sovereign: Palantir Rockets as Q4 Results Confirm Its Dominance in the Enterprise AI Era

Topics Artificial Intelligence Earnings Economy

Tickers XEL

Exposures Artificial Intelligence Financial Fossil Fuels

February 05, 2026

Amazon Eyes Historic $700 Billion Revenue Milestone as Technical Indicators Turn Bullish Ahead of Q4 Earnings

Topics Artificial Intelligence Earnings Economy

Tickers AI AMZN CRM MSFT NVDA PLTR

Exposures Artificial Intelligence Economy Financial

February 05, 2026

Topics Artificial Intelligence Earnings Economy

Tickers AMZN GOOGL MSFT NVDA TGT WMT

Exposures Artificial Intelligence Financial Supply Chain

NVDA at the Rubicon: Can the $180 Support Level Save the Tech Sector?

February 05, 2026