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An Inflation Regime Shift, Not a Blip
On February 28, 2026, the United States and Israel launched Operation Epic Fury against Iranian military and energy infrastructure.Brent Crudesurged past $119 a barrel within days. Shipping insurance premiums across the Persian Gulf spiked 500%, making commercial passage through the Strait of Hormuz economically …
The numbers thatWall Streethad been quietly dreading arrived on Tuesday morning with the bluntness of a blunt instrument. USConsumer Price IndexInflationrose to 3.8% in the latest reading — its highest level since May 2023 — sending Nasdaq 100 futures down more than 1% and …
The Market’s New AI Infrastructure Trade
eBay's (Nasdaq:EBAY) board has formally rejected GameStop's (NYSE:GME) unsolicited USD 125-per-share acquisition proposal, calling it neither credible nor attractive. The decision, signed by board chairman Paul Pressler, was communicated directly to GameStop CEO Ryan Cohen on Tuesday, May 12, 2026, just over a week …
Amazon (Nasdaq: AMZN) announced on May 12, 2026, a significant expansion of Amazon Now, its 30-minute delivery service, rolling it out across dozens of U.S. cities including Atlanta, Dallas-Fort Worth, Philadelphia, Seattle, Austin, Denver, Minneapolis, and Phoenix. The company intends to reach tens of …
Wells Fargo raised its price target on Nvidia ($NVDA) to $315 from $265, maintaining its Overweight rating ahead of the company's quarterlyEarningsreport. The revision is grounded in a new capacity-driven model that reflects growing gigawatt-scale data centre buildouts — a shift that underscores just …
The Longest Conviction Trade in Nuclear Energy
Technology and AI-linked stocks continued outperforming broader markets amid sustained optimism surrounding artificial intelligenceInvestmenttrends and semiconductorDemand. Strong momentum across chipmaking companies remained a key driver supporting overall market strength and helped major US indices remain near record highs despite elevated macro uncertainty. Meanwhile, several …
Harrow (Nasdaq: HROW) fell 7 per cent to $35.50 in after-hours trading on Tuesday after the ophthalmic pharmaceutical company reported first-quarter revenue of $44.2 million — a figure that, on the surface, understates the underlying commercial momentum by the amount of a specific and …
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