Financial News & Analysis
AI-analyzed market intelligence from trusted sources
Retail-trader 'bottleneck bros' eyeing AI supply chain can't wait for SK Hynix options
Retail traders excited about SK Hynix options, betting on AI supply chain bottlenecks.
IBM shares drop more than 17% after company warns second-quarter earnings fell short of expectations
IBM shares drop >17% on Q2 earnings miss due to client shift to hardware, signaling tech sector weakness.
China Urges Normal Hormuz Passage as Trump Reinstates Blockade
China urges normal Hormuz passage as US reinstates blockade of Iranian ships, risking oil supply disruption.
Hormuz Tensions Put Commodity Supplies at Risk Far Beyond Oil
Hormuz tensions threaten global supply disruptions beyond oil, raising energy and commodity prices.
Fed Is Behind The Curve as Tech Economy Booms, TS Lombard Says
TS Lombard economist says Fed should tighten to curb AI boom, implying rates may stay higher.
SLB, Liberty Energy to Sell Power and Parts to Data Centers
SLB and Liberty Energy partner to supply power and parts to data centers, capitalizing on AI boom.
JPMorgan Sees Record Profit as Stock-Trading Climbs 86%
JPMorgan reports record profit with 86% surge in stock-trading revenue, signaling strong bank earnings and economic activity.
We are not on course for a Nato divorce — yet
NATO divorce risk low near-term; US support continues but Europe must rearm over 2-3 years.
The payments darling in Trump’s crosshairs
US tariff threats on Brazil over Pix payments platform create political and trade uncertainty.
DeepSeek weighs new fundraising a month after closing first round
DeepSeek, a Chinese AI startup, seeks new fundraising quickly after first round to build infrastructure.
Treasury yields rise as Fed rate hike expectations grow ahead of June inflation print
Treasury yields rise as Fed rate hike expectations grow ahead of June inflation print.
Global shipping industry sounds the alarm over Trump’s Hormuz toll plan
Trump's proposed toll on Hormuz passage raises shipping costs and geopolitical risk.