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The Fed's recent operating losses could impact Treasury remittances for years, raising concerns about market stability. Meanwhile, Trump's shift from AI infrastructure to monetization highlights a growing focus on revenue-generating AI companies. This trend could influence investor sentiment towards tech stocks, particularly in the Nasdaq-100.
Latest News
| Title | Published |
|---|---|
Stocktwits Pharma Pulse: JNJ Earnings, Cancer Updates And Two FDA Target Dates — The Week’s Biotech Watchlist Stocktwits Pharma Pulse: JNJ Earnings, Cancer Updates And Two FDA Target Dates — The Week’s Biotech Watchlist | about 1 hour ago |
OpenAI’s $20 Billion Revenue Problem OpenAI’s $20 Billion Revenue Problem | about 15 hours ago |
‘We’re looking at a bubble here’: Experts including Ray Dalio advise on how to protect your wealth as bond yields spike ‘We’re looking at a bubble here’: Experts including Ray Dalio advise on how to protect your wealth as bond yields spike | about 17 hours ago |
Trump's Accounts Sold AI Suppliers And Rotated Trumpâs August trades hint at a shift from AI infrastructure to AI monetization, favoring AI revenue winners. Read the full analysis here. | about 19 hours ago |
Fed's Operating Income Turns Negative Again Following Rate Hike Fed operating losses are back after rate hikesâasset/liability mismatch and SOMA unrealized losses may delay Treasury remittances for years. Read more on market here. | about 19 hours ago |
15 Years In, I've Never Seen The S&P 500 Hide So Much Damage The S&P 500's 2026 rally is driven by a handful of AI-focused mega-caps, while nearly 40% of constituents declined. Read more on the markets here. | about 20 hours ago |
The Nasdaq-100 Has Gained 20% or More 3 Years Running. This Streak Rests on Far Stronger Earnings Than 1999's. The two earlier streaks like it both ended with a down year of over 30%. Is today's run built any differently? | 1 day ago |
Stocktwits Pharma Pulse: JNJ Earnings, Cancer Updates And Two FDA Target Dates — The Week’s Biotech Watchlist
Stocktwits Pharma Pulse: JNJ Earnings, Cancer Updates And Two FDA Target Dates — The Week’s Biotech Watchlist
OpenAI’s $20 Billion Revenue Problem
OpenAI’s $20 Billion Revenue Problem
‘We’re looking at a bubble here’: Experts including Ray Dalio advise on how to protect your wealth as bond yields spike
‘We’re looking at a bubble here’: Experts including Ray Dalio advise on how to protect your wealth as bond yields spike
Trump's Accounts Sold AI Suppliers And Rotated
Trumpâs August trades hint at a shift from AI infrastructure to AI monetization, favoring AI revenue winners. Read the full analysis here.
Fed's Operating Income Turns Negative Again Following Rate Hike
Fed operating losses are back after rate hikesâasset/liability mismatch and SOMA unrealized losses may delay Treasury remittances for years. Read more on market here.
15 Years In, I've Never Seen The S&P 500 Hide So Much Damage
The S&P 500's 2026 rally is driven by a handful of AI-focused mega-caps, while nearly 40% of constituents declined. Read more on the markets here.
The Nasdaq-100 Has Gained 20% or More 3 Years Running. This Streak Rests on Far Stronger Earnings Than 1999's.
The two earlier streaks like it both ended with a down year of over 30%. Is today's run built any differently?