Cloud Stocks: ASML Rides High On AI Boom
ASML is expected to see increasing demand by riding the AI boom.
Private Credit & Contagion Risk The Culprit
What we learned this week was that the private credit sector, meaning the firms that essentially replaced banks in riskier loans over the past decade, has problems that is bleeding into the regional banks.
Oracle Stock Slips Despite Meta Partnership, Weighed Down By Execution Fears
Oracle shares fell over 7% despite a new Meta partnership, as investors focused on rising costs and execution risks.
A 20 Percent Portfolio Allocation To Gold And Silver Is Going Mainstream
The policies and economic dynamics driving this gold rally aren't going away any time soon.
Bitcoin Price Hits Four-Month Low As Macro Tensions, Selling Pressure Intensify
Over $1.19 billion in leveraged positions were liquidated in 24 hours.
The Unfolding Effects Of Trump’s Tariffs
The underlying economic forces behind the tariffs grind slowly, but they do happen.
