Kyle Reidhead Says AI Is Rewiring Cloud Demand and Setting Up a New Tech Race

Kyle Reidhead said AI is reshaping internet infrastructure, lifting cloud demand at Alphabet, Microsoft and Amazon…

Chicago Fed’s Goolsbee Warns Against Cutting Rates on Faster Productivity Gains Alone

Chicago Fed President Austan Goolsbee cautioned against lowering interest rates too quickly in response to stronger…

Correction Risk Builds as Recent Market Rally Faces Three Growing Stress Tests

The market’s recent rally has raised concerns that a correction may be forming as three major…

AI Capex Boom Pushes Global Markets to Fresh Highs as Infrastructure Spending Tops $700 Billion

Global equities are reaching fresh highs as an AI-driven capital expenditure boom continues to reshape market…

Trimmed Mean PCE Emerges as a Test of How the Fed Measures Inflation

Kevin Warsh is weighing whether the Dallas Fed’s Trimmed Mean PCE should become the Federal Reserve’s…

Markets Extend Powerful 1999-Style Rally as Overbought Conditions Build Across Assets

Global markets are sustaining an unusually powerful rally, with sentiment remaining positive even as overbought conditions…

Wells Fargo Says Market Tailwinds Have Played Out as First Stock Sell Signal Since 2021 Appears

Wells Fargo strategists say some of the factors that lifted stocks have played out, issuing their…

Warsh Says Curtailing Fed Transcript Release Could Strengthen Monetary Policy Debate

Kevin Warsh said the Federal Reserve’s release of meeting transcripts can weaken the internal debate needed…

Global Stocks Rise as Oil Slips After U.S. Pauses Hormuz Shipping Effort

Global stocks advanced and oil prices declined after the United States paused an effort tied to…

Continental Delays Raw-Material Price Pass-Through as Sales Decline, Citing Earnings Safeguards

Continental said raw-material price changes are taking time to affect its business, even as sales declined.…