General News
Latest news from around the World.
The One AI Chart That Completely Reshaped My Portfolio
AI has taken the market by storm. Its implications for the economy are already being felt in a major way.
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2025 a "Year of Two Halves" for Markets
The first half was a story of volatility driven by tariffs, while fears of an economic downturn and monetary policy are the most recent concerns facing investors according to Shana Sissel of Banríon Capital Management. Sissel thinks fear of an A.I.
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The Fed's biggest decision this week could have nothing to do with interest rates
The stock market finished on the cusp of record highs on Friday, led higher as the odds of another Federal Reserve rate cut looked like a foregone conclusion.
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This week's Fed meeting will highlight the central bank's challenge: Preventing a recession while tackling inflation
The Fed is widely expected to cut interest rates for the third meeting in a row when it meets this week.
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These 10 fast-growing AI stocks may offer the best bang for your buck
The jury is out on whether the artificial-intelligence trade is now a bubble. But the last few weeks have shown that high valuations are fragile as investors have moved some money out of priciest technology names.
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What Moved Markets This Week
Wall Street kicked off December with a volatile first week of trading. The three major averages saw range-bound moves in each session but eventually ended up positive for the week on Friday, in a pattern that matches historical trading trends during this holiday time of the year.
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The Biggest Market Surprise Of The 2020s Is Potentially Still Ahead
AI-driven disruption is accelerating, threatening even dominant innovators and requiring new portfolio strategies for resilience. I see three resilient investment buckets: "New railroads" (utilities/infrastructure), national security/defense stocks, and hard assets like REITs and midstream.
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Weekly Commentary: $12 TN And Counting
Money Market Fund Assets surged $132 billion last week to a record $7.654 TN - the largest increase since the week ended April 1, 2020 (massive covid-related QE). Global finance is in the throes of history's greatest monetary inflation.
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Have Trump's Tariffs Gone as High as They Can Go? Business Hope So
A wave of companies are petitioning for exemptions from the Trump administration's high levies on foreign-made goods, saying they are hurting business and raising prices.
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U.S. Equities: I Want To Put All My Eggs In This Basket
U.S. equities earn a 'cautious buy' rating, reflecting structural optimism but near-term valuation concerns. U.S. markets offer exceptional long-term compounding due to innovation, robust institutions, and demographic advantages over emerging and other developed markets.
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ECB's Rehn sees downside risks to inflation, urges action on Ukraine funding
Inflation in the euro zone faces downside risks in the medium term, even as price growth has returned to the ECB's 2% target, European Central Bank policymaker Olli Rehn said, according to a report in a magazine on Saturday.
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U.S. Bank Stocks Outperform In November
Investors favored small- and medium-capitalization US bank stocks following the third-quarter 2025 earnings season. Sixteen banks, 15 of which had market caps of less than $3.5 billion at Nov. 28, posted double-digit percentage gains.
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AI Stocks Are a Bet on the Future. Markets Are Ignoring the Now.
Most AI winners have traded on hopes for the far-flung future during this bull market.
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Markets Cool In November: Real Estate Takes The Lead
November 2025 saw modest movements across most asset classes, with U.S. real estate staging a notable comeback. Most asset classes posted small positive returns for the month.
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Why Tech's Comeback And A 'Hawkish' Fed Could Change Everything
After Monday's crypto-driven selloff, mega-cap technology rebounded strongly midweek, led by NVIDIA, Apple, Microsoft, and Intel, with earnings beats and AI-driven initiatives supporting the rally. Market breadth improved as industrials, energy, financials, and consumer cyclicals posted gains, highlighting that the rally is no longer solely dependent on tech.
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‘TOO SOON'?: Market strategist argues what investors should be ‘CAREFUL' about in tech stocks
Franklin Templeton chief market strategist Stephen Dover assesses buying opportunities in the stock market, shares his 2026 outlook and more on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #stephendover #dover #markets #market #stocks #tech #technology #investing #investment #finance #economy #outlook #2026 #wealth #trade #policy #government #politics #political #politicalnews
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‘SUPERB ECONOMIST': Could Kevin Hassett be the next Fed chair?
Former Federal Reserve board nominee Judy Shelton discusses the state of the economy and mulls whether the Federal Reserve will cut rates on ‘Maria Bartiromo's Wall Street.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #mariabartiromoswallstreet #inflation #economy #federalreserve #fed #interestrates #rates #judyshelton #shelton #kevinhassett #hassett #markets #finance #money #business #usaeconomy #america #policy #government #politics #political #politicalnews
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Get Your Santa Claus Rally Caps On. Then Prepare for a Comedown.
Since 1950, the last two weeks of December have been the best weeks for stocks on the calendar, averaging a 1.4% return.
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4 Questions For The AI 'True Believers'
The AI narrative, which has driven most equity gains over the past three years, continues to hold up despite mounting questions around a potential AI bubble. Most investors believe this cycle will continue as equities remain trading near record highs.
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Market will likely embrace Fed decision, says Bryn Mawr Trust's Andrew Davis
Andrew Davis, Bryn Mawr Trust Advisors SVP & Head of Macroeconomic Research, joins 'Fast Money' to talk the current state of play in teh market and how to position going into next year,
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