Business News
Markets, macro and movers — curated.
Intel and SK Hynix Rise on Report of US Memory Chip Partnership Talks
Intel (INTC) and SK Hynix climb on a Reuters report of talks to make memory chips in the US, plus an INTC options trade idea and rate-cut view.
Hot Data Clouds the Fed's Path as Markets Price a 25 Basis Point Rate Hike
Strong retail sales and the hottest import prices since 2022 make a dovish hike harder as markets price a 25 basis point Fed move.
Fed Rate Decision and Forward Guidance Put Stocks and Bonds at a Critical Point
A Fed rate hike is nearly priced in, so forward guidance and the 10-year yield near 5% now drive stocks and bonds.
Wednesday Movers: JB Hunt Warning, Homebuilder Price Cuts, Expedia Downgrade
JB Hunt drops 11% on a rare profit warning, Truist cuts homebuilder targets, and Morgan Stanley starts Expedia at underweight.
Bull Run Set to Outlast Fed Rate Hikes as Energy and Staples Hold Firm
A Fed rate hike looks likely, but the bond market already did much of the work and the long-term bull case stays intact.
Lennar (LEN) Near 52-Week Lows: A Bearish Put Butterfly Ahead of Earnings
Lennar (LEN) sits near 52-week lows in a falling wedge; a defined-risk bearish put butterfly targets more downside into earnings.
Fed Rate Decision Day and Zuckerberg's Backing of the AI Race
A Fed rate decision splits the vote, mortgage demand collapses, retail sales beat, and Zuckerberg sides with Nvidia on keeping AI fast.
Fed Rate Decision in Focus: Hawkish Hike or Dovish Hold, Plus Oil, China, and Intel
A rate hike is nearly certain today; the market watches whether the Fed's tone reads hawkish or dovish amid oil, China, and Intel news.
Swarmer (SWMR) Buys Ratel Robotics to Turn Ground Drones Into Launch Platforms
Swarmer (SWMR) acquires Ratel Robotics to make unmanned ground vehicles the launch base for drone swarms and cut human risk in combat.
A Rate Hike for Show, Not Substance
Why a Fed rate hike this week would answer supply shocks with the wrong tool, hurt lower-income borrowers, and squeeze company margins.
Fed Poised to Hike, AI Leaders Over Followers, and Why SpaceX Looks Overvalued
A near-certain Fed hike, staying with AI leaders while dumping hardware followers, and a contrarian call that SpaceX is badly overpriced.
The Clarity Act Fails: What the Crypto Vote Really Means for U.S. Regulation
The U.S. Senate rejected the crypto Clarity Act 49-50, but tokenization and regulatory action are still moving forward without it.
Treasury Yields Top 5%, Crypto's Clarity Act Fails, SoftBank Backs OpenAI with $12B Loan
10-year yield tops 5% before the Fed decision, the crypto Clarity Act fails a Senate vote, and SoftBank secures $12B for OpenAI.
Memory Chips Become AI's Next Big Bottleneck: The Bull Case for MU, SKHY, and Samsung
Why memory has become the hottest chip trade after Nvidia, with multi-year demand, tight supply, and record earnings growth for MU, SKHY, and Samsung.
Clarity Act Stalls in the Senate: What It Means for Bitcoin and Crypto
The Clarity Act failed a key Senate vote, but regulators plan to write crypto rules anyway as Bitcoin and Coinbase sell off.
The Global Monetary Reset: Why Gold, Platinum, and Hard Money Are Coming Back
Gold's jump from $2,000 to $5,500 signals dollar debasement, and central bank gold buying points to a coming monetary reset.
Crypto's Clarity Act Vote: A Turning Point for Bitcoin and XRP
A Senate procedural vote on the Clarity Act could speed institutional crypto adoption, with XRP and Bitcoin holding different regulatory standings.
Broadcom (AVGO) Falls on Soft Q4 Guidance Despite Booming AI Chip Growth
Broadcom stock slides 31% from highs on light Q4 guidance and Anthropic reliance, even as AI chip revenue grows over 200%; two options trades laid out.
Amazon's AWS Cloud Growth Trails Microsoft as Supply Limits Bite
Amazon (AMZN) leads cloud and e-commerce, but supply limits push developers to Microsoft (MSFT); the AI demand outlook decides the bet.
The Big Three: Circle (CRCL), Bank of New York Mellon (BK), and Apple (AAPL)
Trade setups for CRCL, BK, and AAPL tied to the Clarity Act, interest rates, and AI, with key technical price levels.