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Daily Market

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Daily Market

165,000 New Jobs. So Why Am I Worried?

Strong hiring and falling unemployment sound like good news. So why could October's jobs report be bad for stocks, bonds, and the AI trade?
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Daily Market

Blue at Midnight, Bullish by Breakfast

Choppy markets may follow the election, but secular trends in AI, energy and capital spending will ultimately matter more than politics.
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Daily Market

The Bond Market Voted. AI Investors Should Pay Attention.

On Election Day, the bond market has already voted. What Oracle's borrowing costs tell us about the next phase of the AI boom
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Daily Market

The Election Is the Costume. AI Is the Face Underneath.

Wall Street hates uncertainty, not political parties. Discover what 120 years of market history reveals about midterm elections and stock returns.
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Daily Market

Two Consumer Surveys. Two Diagnoses. One Troubling Reality.

The consumer says one thing and spends another. Why conflicting confidence surveys, rising prices, and declining saving rates demand a closer look.
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Daily Market

Follow the Money: Who’s Really Funding the AI Boom?

Meta is raising billions as NVIDIA invests in its customer. The real question for AI investors: how much chip demand is organic, and how much is financed?
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