The feverish post-Trump victory stock market rally came to halt last week, as persistent inflation and a cautious statement from Fed Chair Jerome Powell weighed on markets. Investors are now grappling with uncertainty over the path and pace of the Fed’s rate cut cycle, drowning out the previous excitment over the President-Elect Trump’s potential policy agenda and its impliacation on stock markets.
Earnings are back in focus this, wit...

Building the infrastructure for AI is still very much a work in progress. Capital expenditure at Microsoft , Meta , Alphabet and Amazon reached a combined $60 billion in the third quarter. But companies warned that the spending is not going to end anytime soon.
I am writing this article to examine whether Nvidia can continue to win with more orders as Big Tech AI Capex spending cycle does not seem to show signs of slowing down.
I...

Major indices moved lower on Thursday (14 Nov) with losses across the board.We saw S&P 500 went down by 0.60%, NASDAQ declined 0.64% and DJIA dropped 0.47%, while Russell 2000 underperformed with a 1.4% loss.
This sluggish stretch for the U.S. stock market continued after a big post-election rally. The selling was driven by normal consolidation efforts after a significant run in equities following the elect...