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Meta Platforms (NASDAQ:META) and Broadcom (NASDAQ:AVGO) announced on Tuesday a strategic, multi-year agreement that significantly deepens their existing collaboration on custom artificial intelligence silicon, extending a shared roadmap through 2029. The deal signals a structural shift in how the world's largest social media operator …
index/">index/">indexUpdate:U.S. equities extended gains for a second straight session, with the S&P 500 rising 1.2% to its highest level since early February, the Dow up 318 points, and theNasdaq/">Nasdaq/">Nasdaqadvancing 2%, supported by optimism over potential US–Iran talks and a possible reopening of the Strait …
The End of the Powell Era
Rate Relief, but Not a Recovery
The US equity market session on April 14, 2026, showcased a broad-based and highly constructive advance, with 9 of the 11 major sectors finishing in positive territory. Rather than a pure "risk-on" or "risk-off" dynamic, institutional capital executed a classic "barbell" strategy—aggressively accumulating high-beta …
The US sector rotation on April 14, 2026, reveals a market undergoing a massive structural realignment. The Relative Rotation Graph (RRG) highlights a changing of the guard at the top of the market. With Information Technology and Real Estate claiming ultimate leadership, and Financials …
AI’s Power Demand Creates New Winners
Key Highlights
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