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Market Analysis

Fed Chair Warsh Delivers a Fresh, Clear Perspective

Economic data was a bit lighter this past week, but the new Fed chair held his first meeting and offered plenty to unpack on the health of the economy and future interest rate policy. As such, this edition of the Weekly…

6 min read

China wants in on U.S. AI data center boom. Here's why

China and the U.S. may be competing for dominance in artificial intelligence, but some Chinese manufacturers are eyeing the U.S. data center buildout as an opportunity.

3 min read

2 Semiconductor Stocks That Could Help Set You Up for Life

The semiconductor industry was on a roll last year with annual sales exceeding $600 billion for the first time as companies and governments across the globe lined up to purchase chips for building their artificial intel…

5 min read

Trump-Xi Meeting: Everything You Need to Know About the AI Talks

Aside from the potential name change of the entire industry, the meeting between US President Donald Trump and Chinese President Xi Jinping produced no sweeping agreement to slow its development or impose new restrictio…

3 min read

Stocks Supported by Lower Crude Prices and Strength in Chipmakers

The S&P 500 Index ($SPX) (SPY) is up by +0.25% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.36%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.30%. December E-mini S&P futures (ESZ26) are up +0.25…

5 min read

Dollar Falls as Crude Prices Decline and Stocks Gain

The dollar index (DXY00) fell by -0.32% on Friday. The dollar was under pressure Friday after WTI crude oil prices fell more than -2%, easing inflation expectations and weighing on Fed policy. Also, strength in stocks o…

4 min read

GBP/USD Nears Its June Low as Fed Tightening Outruns the BOE

The British pound (GBP/USD) settled at 1.3216 in New York trading on Thursday, September 24, down 0.17% from Wednesday's close of 1.3239, marking its lowest finish since late June. The pair traded between 1.3216 and 1.3…

28 min read