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AI BOOM GROWTH INFLATION
Democratic victory in midterm elections adds a new twist to stock markets' Iran war, AI, and debt worriesInvestors are watching the implications of the recent Democratic win in the US midterm elections. Geopolitical tensions, particularly the I...- Donald Trump's midterm drubbing demonstrates the power of data center opponentsDemocrat victories in recent midterm elections signal a shift in public sentiment regarding data centers and AI technology. Key races in Te...
- AI boom draws chip supply from other end-markets, Siltronic CEO saysSiltronic, which makes silicon wafers used in semiconductors, raised its annual sales forecast for the second time this year on Wednesday, ...
- What do midterm election results 2026 mean for US Stock Market, Bond Treasury Yields, common Americans?Donald Trump is not on ballot for US Midterm elections 2026 but election results will give us hint how things will move forward till 2028 P...
- Is the AI boom losing steam? Global economy faces growing risksGlobal financial markets face mounting pressure from geopolitical conflicts, rising government debt and trade tensions, raising concerns ab...
- India’s consumers are back, its stocks aren’t: Srinivasan SivabalanAmid the vibrant festive season in India, consumer demand is soaring, prompting businesses to boost sales and raise prices accordingly. How...
- Banks are safe; AI bubble is the risk for global markets: Julius Baer CEO Stefan BollingerStefan Bollinger highlights the potential risk of an AI bubble affecting global markets significantly. He notes that India's equity valuati...
- Charting the global economy: Central banks hold rates steadyGlobal central banks have opted to keep interest rates unchanged amidst growing inflation worries stemming from energy costs. While the Fed...
- US Stock Market is feeling AI investments pressure but check list of stocks that are jumping amidst Artificial Intelligence spending fearsUS Stock Market today: As the world's biggest technology companies race to expand computing capacity, demand for such facilities has surged...
- Global Market: Wall Street's top asset managers bet big on AI infrastructure boomWall Street’s leading alternative asset managers are ramping up investments in AI infrastructure, betting on long-term leases and creditwor...
- US Bond Treasury Yield Notes fall big: Why are 10-year, 30-year, 2-year notes down? Check factors, what to expectUS Treasury yields were down ahead of the US midterm elections 2026 due to a number of factors.
- US Markets Today: US stocks end lower as Alphabet revenue miss revives AI capex jittersWall Street ended the day on a sour note, as Alphabet's revenue shortfall cast a shadow over the AI investment landscape and overall market...
- AI boomerang: What one should keep in mind if Microsoft, Barclays Bank, Kroger rehire sacked employees?Microsoft, Barclays Bank and supermarket chain Kroger are among the latest entries on a growing list of companies that have announced AI-re...
- Samsung logs record $80.5 bln profits despite investor AI jittersMassive demand for AI chips delivered record quarterly profits to South Korea's Samsung Electronics on Thursday, but shares fell as investo...
- Fed holds rates, says data will guide next moveIn their latest meeting, Federal Reserve officials decided to keep interest rates steady, reflecting a measured approach towards inflation ...
- US Treasury predictions: Will 2-year, 10-year, 30-year bonds hit historic highs soon? Details hereUS benchmark 10-year yield last Thursday had its biggest one-day drop in nearly four years as stocks dropped. It was up slightly on Tuesday...
- US stocks today: S&P 500, Nasdaq advance as oil eases ahead of Fed decisionUS stocks are experiencing an uptick with the S&P 500 and Nasdaq gaining due to easing oil prices. The Federal Reserve is expected to maint...
- US stocks today: US stocks rise as Anthropic IPO puts AI spending under scrutinyWall Street's main indexes experienced gains as technology stocks led the rise amid AI investment discussions. Investors are preparing for ...
- US growth boosted by AI, but no sign of a turning point higherEconomists estimate the growth potential of the US economy to be around 2%, whereas President Donald Trump aspires to double it. Business i...
- The war bump is a false victory for S&P 500 profitsThe commentary argues that strong S&P 500 earnings growth is narrowly concentrated in AI-linked companies and sectors benefiting from the I...
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