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Economy
Samsung’s AI-Chip Rebound Signals Early Phase of Memory Super-Cycle
Samsung’s third-quarter rebound adds fuel to the global AI-hardware trade, yet the pace of capital rotation into memory markets now…
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Biggest Day of the Year: Fed Cuts Begin as Tech Giants Prepare to Report
Probably the biggest day of the year: The beginning of the cuts, and after the close, three of the biggest companies report (, , and ).…
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Zions Bank Is the Perfect Example of an Unhealthy Lender Being Propped Up
Following the recent sharp drop in ’ share price driven by loan loss provisions, there’s been a lot of discussion about the bank. One…
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Labor Pains Spread as Automation Boosts Efficiency Across US Firms
If you are looking for evidence that AI is eliminating jobs, on Tuesday announced 14,000 job cuts because it says it needs to better…
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Why Individual Investors Can’t Rely on Fed Cuts for Financial Freedom
Markets are pricing in a 98% chance of a Federal Reserve quarter-point on October 29. But for individual investors hoping cheaper money…
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Markets on Fire as Trend Remains Strong and Precious Metals Pull Back
Biggest earnings week of the season. All-time highs across the board.
The market is on fire. With today’s gains, the S&P 500 is up…
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Trade Thaw Reignites Global Risk Appetite
Markets began the week in rally mode as signals of improving US–China relations restored confidence in the global trade outlook. Asian…
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China’s Economy Has a Few Major Problems
China’s economy is struggling with excessive debt, deflation, excess capacity, and a rapidly aging population. China continues to rely on…
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Incredible Boom in Data Centers Lifts Backlogs and Earnings Across the Sector
Financial markets are celebrating the better-than-expected inflation news and the anticipation of another Fed rate cut. The Labor…
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