01-29-2026 | Markets hit records as rates hold, healthcare stocks slide, and AI chip flows reshape global momentum.

01-29-2026 | Markets hit records as rates hold, healthcare stocks slide, and AI chip flows reshape global momentum.

MARKETS. Standard and Poor’s five hundred breaks seven thousand. United States stocks hit new records as the Standard and Poor’s five hundred crossed seven thousand, driven by big technology companies and optimism around artificial intelligence. Trading volumes increased and investors rotated toward growth stocks, while gold and copper jumped to record levels amid a weaker dollar and adjustments in bond yields. THE ECONOMY. Federal Reserve holds rates steady. The Federal Reserve kept the benchmark interest rate between three point five and three point seven five percent, citing solid economic growth and slower job gains, while stressing that future decisions depend on incoming data as inflation remains above target. COMPANIES. UnitedHealth shares slide. UnitedHealth stock fell sharply after a proposal to keep Medicare Advantage payments flat in two thousand twenty seven, pressuring earnings expectations and triggering a broad selloff across health insurers that weighed on the healthcare sector. INNOVATION. Nvidia H two hundred in focus. China signaled approval for imports of Nvidia H two hundred artificial intelligence chips, with initial orders mentioned in the hundreds of thousands, while conflicting statements from officials and executives keep uncertainty high over timing, volumes, and global technology supply chains.

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Episoder(224)

03-05-2026 | Robotics cuts, resilient services data and rising volatility shape the global outlook.

03-05-2026 | Robotics cuts, resilient services data and rising volatility shape the global outlook.

COMPANIES. Amazon cuts robotics jobs. Amazon eliminated at least ONE HUNDRED corporate roles in its robotics division. The company says the move is part of a review of advanced technology teams. The r...

5 Mar 1min

03-04-2026 | Oil tensions, junk ratings and rising yields reshape the market outlook today

03-04-2026 | Oil tensions, junk ratings and rising yields reshape the market outlook today

COMPANIES. Paramount downgraded to JUNK after studio deal. Fitch cut Paramount Global’s credit rating to JUNK status following its major studio transaction. The agency cited higher leverage and integr...

4 Mar 1min

03-03-2026 | A 3.9 billion dollar deal, rising oil, and a pivotal war powers vote reshape markets.

03-03-2026 | A 3.9 billion dollar deal, rising oil, and a pivotal war powers vote reshape markets.

COMPANIES. Select Medical to go PRIVATE in multi-billion dollar deal. Select Medical Holdings agreed to be acquired by a consortium led by Robert Ortenzio, Martin Jackson and WCAS. The transaction val...

3 Mar 1min

03-02-2026 | Oil surge and military tensions reshape markets as global shipping routes face disruption.

03-02-2026 | Oil surge and military tensions reshape markets as global shipping routes face disruption.

COMPANIES. Shipping giants halt Hormuz transits. Hapag-Lloyd SUSPENDS sailings through the Strait of Hormuz and imposes a WAR RISK surcharge. Maersk and CMA CGM also reroute vessels. Hundreds of tanke...

2 Mar 1min

02-28-2026 | Major deals, rising inflation, federal tech shift and record AI funding reshape markets

02-28-2026 | Major deals, rising inflation, federal tech shift and record AI funding reshape markets

COMPANIES. PARAMOUNT TO BUY WARNER BROS DISCOVERY FOR ONE HUNDRED TEN BILLION DOLLARS. Paramount Skydance agreed to acquire Warner Bros Discovery in a deal valued at ONE HUNDRED TEN BILLION DOLLARS, i...

28 Feb 1min

02-27-2026 | A 6 point 6 billion dollar deal and fresh labor data move global markets.

02-27-2026 | A 6 point 6 billion dollar deal and fresh labor data move global markets.

COMPANIES. Brink’s to acquire NCR Atleos in 6 point 6 billion dollars deal. Brink’s announced it will buy NCR Atleos in a cash and stock transaction valued at 6 point 6 billion dollars. The deal expan...

27 Feb 1min

02-26-2026 | Tech earnings and AI deals lift markets as confidence edges higher in the United States.

02-26-2026 | Tech earnings and AI deals lift markets as confidence edges higher in the United States.

COMPANIES. AXON shares JUMP seventeen percent after earnings BEAT. Axon reported fourth quarter revenue of seven hundred ninety seven million dollars and adjusted earnings of two dollars and fifteen c...

26 Feb 1min

02-25-2026 | AI mega deals, rising confidence, and markets rebound shape today’s economic outlook.

02-25-2026 | AI mega deals, rising confidence, and markets rebound shape today’s economic outlook.

COMPANIES. AMD seals 60 billion dollar AI chip deal with Meta. Advanced Micro Devices agreed to supply up to 60 billion dollars in artificial intelligence chips to Meta Platforms over five years. The ...

25 Feb 1min

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