This Week’s Market Menu: Fed Drama, Retail Confessions, and Powell’s Jackson Hole Show
Buckle up, because this week's market calendar is more packed than a Target on Black Friday. We've got Fed minutes dropping like hot gossip, retail earnings that'll tell us if Americans are still buying stuff they don't need, and Jerome Powell taking the stage at Jackson Hole like it's his farewell tour (because, well, it might be).
The Fed's Diary Gets Published
Wednesday brings us the July Fed meeting minutes – basically the central bank's group chat made public. Investors are dying ...
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AI’s $16 Trillion Question: Is Wall Street Getting Ahead of Itself?
So Morgan Stanley just dropped a number that's bigger than most countries' GDP: $16 trillion. That's how much they think AI could add to S&P 500 companies' market value. To put that in perspective, that's like adding another entire U.S. stock market on top of what we already have.
Here's the deal: Stephen Byrd, Morgan Stanley's analyst who apparently has a crystal ball (or at least some really good spreadsheets), says S&P 500 companies could rake in about $920 billion annually ...
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When Bitcoin Hiccups and AI Gets the Side-Eye: Markets Having a Monday Moment
You know that feeling when you're climbing the world's tallest ladder and suddenly remember you're afraid of heights? That's basically where markets are right now.
Bitcoin just face-planted from its victory lap near $125K down to around $115K – a solid 7% "oops" that has crypto bros everywhere frantically checking their portfolios. The culprit? A spicier-than-expected inflation report that made everyone remember the Fed still exists and has feelings about money printing.
But here's the kicker: over $500 million in crypto got ...
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Warren Buffett Just Played His Hand – And One Stock Went Absolutely Bonkers
So Warren Buffett just dropped his quarterly 13F filing (think of it as his investment diary that he's legally required to share), and boy, did the market pay attention. When the Oracle of Omaha speaks – or in this case, when his $260 billion portfolio speaks – people listen.
Here's the tea: Berkshire Hathaway added six new stocks to their collection, and one of them absolutely exploded. We're talking about UnitedHealth Group, which shot up 14% faster than you can say ...
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Big Tech’s $400 Billion AI Shopping Spree (And Why Your Portfolio Should Care)
Remember when your biggest financial worry was whether to splurge on the name-brand cereal? Well, Big Tech just said "hold my kombucha" and decided to drop $400 billion on AI infrastructure. That's not a typo – that's more money than most countries see in their wildest GDP dreams.
While everyone's arguing about whether AI stocks are overvalued (spoiler: they're probably not done climbing), the smart money is following a simple rule: follow the actual money. And right now, that money is ...
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The Big 5: Why These Tech Giants Are Your Best Bet for the Next 5 Years (Spoiler: It’s Not Just About AI)
Look, we've all heard about the "Magnificent Seven" tech stocks, but let me introduce you to their cooler, more comprehensive cousin: the "Ten Titans." These are the biggest growth-focused companies in the U.S., and they're basically carrying the entire S&P 500 on their shoulders like some kind of financial Atlas situation.
The Ten Titans include the usual suspects—Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta, plus Broadcom, Tesla, Oracle, and Netflix. Together, they make up over 37% of the S&P 500. Yeah, that's ...
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Your Friendly Neighborhood Economist Just Dropped Some Not-So-Great News
So, Mark Zandi—Moody's chief economist and the guy who probably has more economic data bookmarked than you have TikToks saved—just casually dropped on X (formerly Twitter, because apparently we're all still figuring that out) that the US economy is "on the precipice of recession."
Cool. Cool cool cool.
Now, before you start panic-buying canned goods and converting your 401k into gold coins, Zandi isn't saying we're in a recession yet. He's more like that friend who sees storm clouds and goes, "Hey, ...
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Google Just Threw $1.8 Billion at a Bitcoin Miner (And It’s Actually Genius)
So here's a plot twist nobody saw coming: Google just backed a Bitcoin mining company with $1.8 billion. No, they didn't suddenly become crypto bros. This is actually way smarter than it sounds.
Meet TeraWulf (WULF), a company that was basically the poster child for "Bitcoin mining is hard." You know how Bitcoin gets "halved" every four years, cutting mining rewards in half? Yeah, that happened in April, and it's been rough for miners. Even with Bitcoin prices doing their thing, ...
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