AI Targets the ‘Inertia Economy’
Consumer inertia has long been a quiet profit centre. People let subscriptions renew, accept higher...
Higher Rates Are Back
The Federal Reserve has raised rates by 25 basis points to 3.75% to 4%, its first increase since...
AI Leaders Blink
This week’s focus follows an unusual call for restraint from some of AI’s most influential leaders....
AI’s Power Trip
Chatbots are getting smarter, and their appetite for chips, electricity and data centres is growing...
FTSE’s 11K in Sight
Rather than relying on one superstar stock or theme, the FTSE has had several engines helping to...
Deep Dive: Bargain Bin or Premium Price for TJX?
The Daily Breakdown takes a closer look at TJX Companies, as the stock of this premium retailer is...
Gold’s Policy Boost
Gold has climbed to a three-month high as investors reassess the outlook for US government debt,...
Carry Still Pays
FX traders are getting a reminder that sometimes getting paid to wait can matter more than picking...
Deep Dive: Caterpillar Digs Into Growth
After shares climbed more than 100% over the past year and 200% over the past three years, The...
Growth Meets Constraints
CoreWeave, Applied Materials and Cisco Face the Earnings Test
This week’s earnings from...