Latest: The Iran Deal
"The whisper on NFP is already elevated... Equities marginally want something weaker than consensus: with no forward guidance, hot NFP means hikes in play, which is unfriendly for pockets of equity risk."
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New Yorkers are now getting a real-world lesson in what Mamdani's recent "warmth of collectivism" ...
"The goal is not only to support people through economic change after decisions have already been made, but to give them a stake and a voice..."
The effort reflects a broader global push by countries to build "sovereign AI" capabilities and reduce reliance on dominant U.S. and Chinese technologies.
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Sanders says that artificial intelligence does not belong to billionaires but to the people...
Trump briefed on options for 'all-out war'...
...negative summer seasonality, market broadening, and high volatility in the factor could exacerbate a sell off in momentum in the short term...
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It was discovered by divers working with Mel Fisher's Shipwreck Expeditions during a routine recovery mission.
Global investment firm KKR and South Korea’s industrial conglomerate SK Inc are launching the single biggest renewable energy platform in South Korea to help meet growing power demand from AI and chip manufacturing.
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The European elites are really unhappy that their citizens found out about US air conditioning...
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There were ample warnings...
Russian oil accounted for more than half of India's overall imports in June, up from 36.5% in May, the Kpler data showed. And now India is selling back the refined product back to Russia.
Putin implied that a threshold had now been crossed...
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Surge in onshore retail margin trading and leveraged single-stock ETFs caused sharp rise in funding needs of local securities firms
'I am not sure that today's opinion will stand the test of time,' the justice added in a 91-page dissent.
Leadership within the AI trade may be starting to rotate. After months of semiconductor dominance, software is beginning to outperform, and if the technicals, buybacks and relative momentum continue to improve, the squeeze could have considerably further to run.
The AI narrative is starting to evolve. As momentum fades, positioning becomes increasingly crowded and the scarcity thesis faces fresh questions, several pieces of the AI puzzle are beginning to shift at the same time.
The AI options frenzy may finally be cooling. As the options dynamics that kept Nasdaq volatility elevated begin to fade, one of the market's most crowded volatility trades could be setting up for mean reversion.
China's market has become a tale of two very different trades. While investors continue chasing AI winners and deep-tech leaders, the country's forgotten internet giants have quietly become one of the market's biggest laggards. If leadership broadens, they may have the most catching up to do.
Tech has endured a brutal washout over the past month, but the tactical setup is starting to shift. Positioning has been reset, valuations have become more attractive and several relative indicators are beginning to turn in tech's favor.
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