The Fed Just Did That Thing Again (Spoiler: No Rate Cuts)
So the Fed met today, and surprise, surprise – they kept rates exactly where they are. I know, I know, you're absolutely shocked. Jerome Powell and his merry band of economic wizards decided that 4.25%-4.50% is still the sweet spot, because apparently we're all having way too much fun with these high borrowing costs.
But here's where it gets spicy: For the first time in over 30 years, two Fed governors actually disagreed. Christopher Waller and Michelle Bowman basically stood up ...
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Microsoft Just Casually Became a $4 Trillion Company (No Big Deal)
So Microsoft just hit $4 trillion in market cap. You know, just another Thursday in Redmond. While the rest of us are trying to figure out why our Excel formulas keep breaking, Satya Nadella is out here collecting trillion-dollar achievements like they're Pokemon cards.
Here's what happened: Microsoft dropped their Q4 earnings yesterday and basically said "hold my Surface Pro" to Wall Street. The stock jumped over 4%, pushing the company past that magical $4 trillion mark for the first time ...
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Wall Street’s Having a Party, But the Smart Money’s Already Calling an Uber
So here's the thing about markets right now: they're absolutely ripping. Stocks are hitting records, crypto's pumping thanks to Trump's crypto-friendly vibes, and retail traders are back to their meme stock shenanigans like it's 2021 all over again. Everything looks peachy, right?
Well, not if you're managing billions of dollars for a living.
A fresh survey from CoreData Research just dropped some fascinating tea about what institutional investors—you know, the people who actually move markets—are really thinking. And spoiler alert: they're not ...
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CoreWeave: The AI Stock That’s Having an Identity Crisis (But Maybe That’s the Point)
So CoreWeave (CRWV) just can't make up its mind, can it? This AI infrastructure darling has been bouncing around like a caffeinated day trader since its IPO debut. We're talking a 75% face-plant after going public in April, followed by an absolutely bonkers 425% rocket ship ride to $175 in June. Now? It's chilling at $100, down 45% from those highs, probably wondering what just happened.
Here's the deal with CoreWeave: they're basically the cool kids who figured out how to ...
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The Economy Just Pulled a Plot Twist: 3% GDP Growth Says ‘Recession Who?’
Remember when everyone was doom-scrolling about a recession? Well, the U.S. economy just said "hold my beer" and delivered a 3.0% GDP growth in Q2 that has economists doing double-takes and recession predictors quietly deleting their tweets.
The Bureau of Economic Analysis dropped these numbers like a mic, crushing expectations of 2.3% growth. After Q1's awkward -0.5% stumble (the economy's first face-plant in three years), this rebound feels like watching your favorite underdog team score a last-minute touchdown.
Consumers: The Real MVPs
Here's ...
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Market’s About to Get Spicy: Time to Bob and Weave Like a Pro
Buckle up, buttercups – the market's about to serve us a reality sandwich with a side of volatility fries.
While everyone's been sipping their summer cocktails and pretending everything's peachy, veteran trader Jonathan Rose is over here placing bets that tech stocks are about to face-plant harder than someone trying to use ChatGPT to write their wedding vows.
Here's the tea: The VIX (aka the market's anxiety meter) is chilling below 15, which basically means traders are as relaxed as a golden ...
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GDP Just Pulled a Plot Twist: Why the Economy’s 3% Growth Has Wall Street Doing Happy Dances
Remember when everyone was doom-scrolling about the economy? Well, plot twist: the U.S. just dropped a 3% GDP growth rate for Q2, and Wall Street is basically doing the financial equivalent of a victory lap.
Here's the tea: economists were expecting a modest 2.3% growth. Instead, we got 3% – which is like ordering a regular coffee and getting a triple shot espresso. The S&P 500 (through the Vanguard VOO ETF) immediately perked up about 0.1% in premarket trading, because apparently ...
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SMCI vs NVIDIA: The David and Goliath Story That’s Actually Pretty Complicated
So you've probably heard the buzz: Super Micro Computer (SMCI) is up a whopping 97% this year, making NVIDIA's "measly" 31.6% gain look like chump change. Naturally, everyone's asking the million-dollar question: Is SMCI the next NVIDIA? Spoiler alert: It's complicated.
The Comeback Kid Story
Let's start with SMCI's redemption arc, because honestly, it's been quite the rollercoaster. Remember when short-sellers were basically calling them fraudsters? Yeah, that was awkward. But plot twist: their new auditor BDO came in, did the financial ...
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