General News

Latest news from around the World.


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AI Isn't A Bubble, This Dip Is A Blessing

The AI trade is far from over; recent Nasdaq weakness reflects healthy consolidation, not a structural reversal. Despite profit-taking in the Magnificent Seven, NVDA and other AI leaders retain robust demand and dominant positioning.

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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

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TFC & CPAY Bull Case & Options Trades: What Markets Missed in Financial Space

Tony Zhang with @OptionsPlay offers bullish technical analysis of two unsung financial companies on his radar. He makes the case that Truist Financial (TFC) is a buy even after breaking out to a 52-week high.

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The Fed, The 10-Year Yield, And The Income Investor's Nightmare

The Federal Reserve rate cut came in as expected. Even the announced QE-lite aimed at T-bill purchases did not deviate too much from the market's expectations.

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AI is crushing these once-reliable tech stocks. Are investors missing the point?

FactSet and Gartner are among the S&P 500's worst performers this year — but some on Wall Street see resilient and sticky businesses that can adapt to AI.

...keep reeding on marketwatch.com

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2026: The Revenge Of The S&P 493 (Market Outlook)

Seven stocks have dominated the market for two years; 2026 may finally change the picture, and not for the reasons most investors think. AI Phase 2, cheaper energy, and a quiet manufacturing turn could reshape market leadership.

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Investors are dumping stock-market winners and buying almost everything else. Why that's a good sign.

The latest Fed rate cut is reigniting a “rotation trade” out of trendy AI-linked names. It is a sign investors are feeling more confident about the economy.

...keep reeding on marketwatch.com

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Fed REVEALS decision on rates as Trump hits the road on economy tour | Recap

From President Donald Trump's economic tour kick-off to the Federal Reserve rate decision and the debate over health care, FOX Business covered this week's major news events. #doj #bordercrisis #immigrationdebate #washingtonscandal #aijobs #aipolicy #techgovernance #artificialintelligence #cryptonews #blockchain #useconomy #economicanalysis #federalreserve #jeromepowell #interestrates2025 #powellspeech #trumpeconomy #macroeconomy #inflationimpact #affordabilitycrisis #obamacare #acasubsidies #healthcarecrisis

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What Moved Markets This Week

It was a contrasting week for Wall Street's major averages: the benchmark S&P 500 index (SP500) and the tech-heavy Nasdaq Composite (COMP:IND) posted losses, but the blue-chip Dow (DJI) gained. Sentiment was mixed: a less hawkish-than-expected Federal Reserve interest rate decision was offset by a slump in the artificial intelligence trade.

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The Fed Did Banks a Solid This Week. More Favors May Be Needed

The Federal Reserve's next moves on the size of its balance sheet could matter for banks as much or more than its decisions on rate cuts.

...keep reeding on wsj.com

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JP Morgan strategist predicts 2026 inflation outlook

J.P. Morgan asset management chief global strategist David Kelly analyzes the Fed's rate cut and inflation outlook for 2026 on 'Barron's Roundtable.' #fox #media #breakingnews #us #usa #new #news #breaking #foxnews #barronsroundtable #inflation #economy #finance #markets #federalreserve #fed #ratecuts #2026 #outlook #analysis #investment #global #policy

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Investors have to be resilient, strategist advises

Oppenheimer chief investment strategist John Stoltzfus discusses AI, innovation and investing on 'Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #ai #innovation #investing #economy #markets #stocks #finance #technology #wallstreet #business #stoltzfus #johnstoltzfus #oppenheimer #growth #future #analysis

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Weekly Commentary: It's Back

Ten-year Treasury yields gained five bps to a three-month high of 4.18%. The cryptocurrencies were back under pressure late in the week.

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Prediction Markets Are Upending U.S. Gambling: What It Could Mean For Non-Investment Grade Credit

A 2024 court ruling allowed prediction markets to operate as federally regulated event contract exchanges. Federal regulation of these markets has allowed their operation in all 50 states, including the roughly 20 states covering half of the U.S. population that have no or limited online sports betting.

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From The FOMC To NFP And CPI - Markets Weekly Outlook

The Fed delivered a highly expected 25 bps cut on Wednesday, taking rates from the 3.75%-4.00% range down to 3.50%-3.75%, officially shutting the door on the 4% policy rate era. The US Dollar took a huge hit following the cut, despite the lack of explicitly dovish signals and lower projections in 2026.

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We will go into recession if we do this: Larry McDonald

The Bear Traps Report founder Larry McDonald analyzes the Fed's rate cuts and quantitative easing, highlighting strong GDP and warns of an A.I. bubble driven by dominant tech companies on ‘Maria Bartiromo's Wall Street.

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Fed Eases, Tech Wobbles: The Week That Changed Market Leadership

Fed Moves: 25-basis-point rate cut; shift to meeting-by-meeting approach eases concerns about a “hawkish cut”. Earnings Spotlight: Oracle shows strong cloud/AI growth but weak cash flow; Broadcom delivers solid AI semiconductor results, but stock resets after prior rally.

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Inside the Invitation-Only Stock Market for the Wealthy

The buzziest private companies are being sold to a select few as the universe of stocks everyone else can invest in shrinks rapidly.

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SpaceX Tells Staff It Is Preparing for a Potential IPO Next Year

Finance chief at Elon Musk's space company says possible listing could raise funds for Mars rocket, orbital data centers and more.

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Elon Musk's SpaceX Valued at $800 Billion, as It Prepares to Go Public

A sale of insider shares at $421 a share would make Mr. Musk's rocket company the most valuable private company in the world, as it readies for a possible initial public offering next year.

...keep reeding on nytimes.com