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Peter Alexander discusses how China is using AI, semiconductors, and advanced manufacturing to drive productivity and reshape its economy. He argues Beijing is focused less on competing for the most advanced AI models and more on deploying AI across industries to boost efficiency and economic resil…
Skydance (SKYD) saw strong selling action in its first full trading day as a merged company. Caterpillar (CAT) and Deere (DE) also sold off as federal agencies eye both companies. NetApp (NTAP) closed at a new record high. Marley Kayden talks about the top stock stories of the trading session. ==…
Concerns that the AI bubble is showing signs of popping is hitting the market outlook for 2027. However, that's not stopping Biohub from partnering with the U.S. government and key Mag 7 firms from using AI to collect biology data. Sam Vadas and Marley Kayden take investors through the top stories …
Nathan Peterson of Charles Schwab addresses the abundance of macro headlines he sees moving cryptocurrencies. Among the biggest movers: the four-year halving cycle for Bitcoin and the lingering climb in Treasury yields. Nate then offers his latest technical look into Bitcoin and Ethereum. =======…
When discussing bond volatility, TheoTrade's Don Kaufman says "it's far from over." He sees the yield impact and macro moves playing a key role in his Big 3. He calls the selling action in gold "well overdone" and expects a bounce in the SPDR Gold Shares ETF (GLD), sees a short …
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