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The jobs report answered one key question — but left us guessing on another
The August jobs report was supposed to clear up a suite of questions about the economy and what comes next. It only answered one of them.
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A key inflation metric is back to trending below the Fed’s 2% target: Chart of the Week
No big surprises came with Friday's PCE inflation reading, but the Fed got the affirmation it has long sought — on one timeframe, anyway.
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Market volatility goes both ways: Chart of the Week
Volatility is up, and the S&P 500 chalked both its best and worst day of the year this past week. And that you can have both in the span of a few days is an important market lesson.
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Big Tech AI investment is going right to Nvidia: Chart of the Week
This earnings season has confirmed that Big Tech is still spending massively on AI. And a lot of that is going directly to Nvidia — especially from one company in particular.
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Tesla's valuation is turning heads: Chart of the Week
Tesla may not be up much this year, but the company's valuation is trading exceptionally high compared to what it is expected to earn — compared to both its EV and "Magnificent" peers.
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The other reason EV stock prices matter: Chart of the Week
Rivian and VW announced a joint project this week, with the former receiving $5 billion in investment. This allays investor concerns about the EV maker — and consumer ones as well. When you buy a car, you want the company to stick around.
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The 'unequivocally bullish' productivity shift ahead: Morning Brief
The heavily concentrated S&P 500 has enjoyed a boost from the big AI hardware and software companies. But a big bull case ahead comes as the tech actually gets put to work.
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As one streaming era ends, another begins: Chart of the Week
Just as excitement over a paradigm shift helped usher in cheap subscriptions over a decade ago, the ad-supported streaming model has the potential to generate a similar level of sentiment.
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McDonald’s facts draw attention to its problems: Chart of the Week
McDonald's has found itself battling perceptions that its prices are too high after someone posted an $18 Big Mac meal. That may have been an outlier, but this is turning into a very real problem for the fast food chain.
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No one gets in trouble owning too many tech stocks: Chart of the Week
More and more funds bought tech stocks over the past 12 months, with GLP-1 maker Eli Lilly the only non-tech cracking the top 10 stocks that saw increased ownership.
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The stickiest part of the inflation story is still sticky: Chart of the Week
April's Consumer Price Index showed inflation moderating, a welcome sign. But as many categories fell, core services inflation has remained a bugaboo for the Fed — and consumers.
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Wall Street’s biggest bull wishes he'd been a bigger bull
One of Wall Street's biggest bulls, BMO's Brian Belski, revised the bank's year-end 2024 forecast for the S&P 500.
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Most Americans don’t expect to work into their mid-60s: Chart of the Week
A regular survey from the New York Fed found that the amount of people expecting to be working at 62 has dropped significantly in the past few years.
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Apple keeps spending less to make more: Chart of the Week
Apple may be having issues keeping its revenue growth up, but its growing services business has turbocharged its margins, which continue to increase significantly overall.
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Tesla and Microsoft presented 2 distinct versions of AI. Investors liked both.
Earnings presentations from four of the biggest tech companies in the world showed two very different visions of AI: the moonshot and the incremental gains.
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The 2 'micro' companies powering the small-cap Russell 2000 this year: Chart of the Week
Index concentration has been a running theme for well over a year, and it's not limited to the S&P 500's "Magnificent Seven" stocks. The small-cap Russell 2000 index has its own set of outperformers, the "Micros."
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AI will reshape the business world — here's where it's hitting first: Chart of the Week
Like much of the contemporary innovation, Big Tech's monopoly on talent and money means that AI's vanguard will take place in the advertising space — just like the internet.
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Nothing in markets goes without saying: Chart of the Week
The precipitous fall of Trump Media, Truth Social's parent company, following a regulatory filing illustrates a cardinal rule in markets.
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The Fed’s massive economic upgrade: Chart of the Week
Investors watched carefully for dot plot changes, but instead got some much bigger news: Jerome Powell and the Fed see 2024 growth coming in at almost double what was expected.
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Cisco stock still isn't back to its 2000 high: Chart of the Week
Investors have been voicing concerns about whether the AI-driven stock market has anything in common with the dot-com boom.