Economy News
Markets, macro and movers — curated.
AI as a Macro Force: The Trillion-Dollar Compute Boom and the Road to 7% GDP Growth
Why AI drives economic growth four ways, could push GDP past 7% by 2030, and creates trillions in compute demand for NVDA, AMD and cloud.
The Clarity Act Is Coming: Why Banks Are Fighting Crypto and Which 7 Coins Look Bullish
Why big banks are lobbying hard against the Clarity Act, the deposit-flight myth, and seven crypto coins burning supply to capture value.
Gold's Hidden Buyers: The Proxy Theory Behind Suppressed Prices
A look at why gold prices fell while central banks and Tether bought record amounts, and the theory that Tether buys gold as a US government proxy.
July Retail Sales Fall as Consumer Sentiment Slides and AI Trade Powers Markets
July retail sales fell 0.6% and consumer sentiment dropped to 51, while strong AI earnings lifted tech and memory stocks.
Single-Stock Leverage ETFs: How Direxion Trades the SpaceX and Tesla "Musk Complex"
How 2x leveraged and inverse single-stock ETFs on SpaceX and Tesla work, why they reset daily, and how the US market differs from South Korea.
Why Private Equity's Workday Bid Could Lift the Whole Software Group
Silver Lake's rumored bid for Workday signals a price floor for beaten-down SaaS stocks and points to which names could be bought next.
Bull vs. Bear on Amazon (AMZN): AWS Surge and the Slowdown Risk
Amazon's (AMZN) AWS growth and record backlog fuel the bull case, while slowing cloud rates and a weaker consumer stand as the main risks.
Google Cloud Growth Cools While Alphabet's Billion-User Empire Stays Strong
Google Cloud's 82% growth shows early signs of slowing, but Alphabet's search, YouTube ads, and Gemini adoption keep the long-term case bullish.
The Big Three: Palantir, CrowdStrike, and Cloudflare Chart Setups
Trade setups and chart levels for PLTR, CRWD, and NET, with support, resistance, moving averages, and RSI signals.
Three Mispriced Tech Stocks for a Second-Half 2026 Rebound: ORCL, MRVL, RDDT
Why Oracle (ORCL), Marvell (MRVL), and Reddit (RDDT) look mispriced after big pullbacks and could each climb 20% by year-end.
Tesla's Split Story: EV Dominance Now, Robotaxi and Optimus Later
Tesla (TSLA) still leads US EVs while its robotaxi and Optimus bets stay years out, dragging a stock flat over the past year.
Investors Skip Hedges as Confidence Holds and Earnings Tailwind Fades
A quiet August market shrugs off soft data as hedging drops to the 20th percentile and the earnings tailwind nears its end.
Cisco Downgraded on Margin Worries While Wayfair and Fox Win Upgrades
HSBC cuts Cisco to hold on margin fears; Bernstein lifts Wayfair; JP Morgan and Wells Fargo upgrade Fox on World Cup and NFL clarity.
Applied Materials Beats and Raises, But Wall Street Wanted More
Applied Materials (AMAT) beat earnings and raised guidance, but high expectations pushed the stock down, creating a possible options trade.
Retail Sales Dip But Consumer Stays Strong; Big Retail Earnings and Reddit's S&P Entry Ahead
Retail sales fell month over month but rose 5% yearly; key retail earnings, Iran sanctions, tech results, and Reddit joining the S&P 500 are in focus.
NVIDIA's $500B AI Financing Push: GPUs Become a New Asset Class
NVIDIA is unlocking $500B in AI financing by turning GPUs into a bankable asset class, extending chip life and widening who buys chips.
Markets Hit Records on Earnings Strength as SNDK and RDDT Rally, AMAT Slips
Records for the S&P 500 and Russell 2000 on strong earnings, while SNDK and RDDT jump and AMAT falls after its report.
The Everything Rally: Why Tech and the Rest of the Market Can Rise Together
A broad-based stock rally lifts tech and cyclical sectors together, driven by stable rates, range-bound oil, and strong earnings.
Coherent's Post-Earnings Drop Is a Buying Chance, Not a Warning
Coherent (COHR) beat every metric yet fell after a 60% run; here's why the dip is a buy and where else AI money is flowing.
The Illusion of Treasury Liquidity and Why Gold's Breakout Signals a Fiat Debt Crisis
Gold and silver break out while a $24 trillion Treasury market hides an exit trap that could force selling and drive a fiat debt reset.