Markets
Microsoft’s AI Spending Is Becoming a Revenue Engine
Stock Introduction & ThesisMicrosoft’s fiscal 2026 results make its artificial-intelligence strategy more measurable. The case is no longer only that generative AI could strengthen...
Daily Market Report
Daily Market Report: August 17, 2026
Market Overview
Investors begin the week balancing a still-supportive earnings and inflation backdrop against a clearer warning from the U.S. consumer and an unsettled energy...
Precious Metals
Gold Holds $4,400 as Metals Rally Broadens
Gold moved above $4,400 as a softer dollar and changing Fed expectations lifted the broader precious-metals complex, while miners showed selective strength.
Earnings
Market Preview: Fed Minutes and Retail Earnings Test a Record-High Market – Week of August 17, 2026
Week Ahead Overview
U.S. equities enter the week of August 17 with resilient index performance but less room for disappointment. The S&P 500 finished Friday...
Weekly Market Wrap Up
Market Wrap: Small Caps Lead as Soft Data Tempers Rate-Hike Fears – Week of August 10, 2026
Week in Review
U.S. equities extended their summer advance, but the path was uneven. The S&P 500 gained 0.4% for the week to 7,785.76, its...
Daily Market Report
Daily Market Report: August 14, 2026
Market Overview
U.S. equities ended Thursday with a renewed risk-on tone after a softer producer-inflation reading eased immediate concern that the Federal Reserve would need...
Energy
Oil’s $40 Whipsaw Sets a New Test for Energy Stocks
Energy Market Overview
Energy markets enter mid-August with a difficult combination: oil prices remain elevated because physical supply routes are constrained, while demand expectations are...
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