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Goldman Sachs Chief Economist Jan Hatzius highlighted US economic resilience, lowering 12-month recession risk to 15%. Hatzius noted that AI investment sustains growth despite elevated energy costs, …
Goldman Sachs CEO David Solomon delivered a constructive outlook on the U.S. economy, highlighting consumer resilience and corporate profit growth. He projected that multi-year enterprise AI investme…
Despite geopolitical tensions, strong economic fundamentals and recent gains in tech stocks like Nvidia and Apple suggest buying opportunities for longer-term investors amidst short-term volatility.
Meta gained from Nvidia's processor supply deal, boosting tech stocks alongside solid US economic data. Fed minutes hint at potential rate hikes, bolstering the dollar, while risk remains in inflatio…
Nvidia surged on a multi-year AI chip deal with Meta, while Amazon gained amid tech rebound. Meta was steady despite Nvidia’s deal. The broader tech sector saw renewed buying after recent AI-related …
Business investment surges as AI adoption accelerates, driving strong demand for Nvidia's chips and fueling U.S. economic growth in 2025, with robust spending expected to continue into 2026.
U.S. officials describe the weaker dollar as natural, boosting exports and GDP growth forecasts, while dollar weakness persists amid economic uncertainties and weak consumer spending data.
Tesla CEO Elon Musk highlights Optimus robots as transformative for US GDP, expecting the general-purpose robot to have significant long-term economic impact.
The U.S. dollar weakened and the euro strengthened after President Trump dropped tariff threats against Europe. Economic growth data was revised higher, easing investor fears and boosting global equi…
Microsoft is investing heavily in AI and quantum computing, with SEC-approved new options expirations enhancing its trading flexibility.
Mapfre AM expects AI investments by Microsoft and Nvidia to drive US economic growth, supported by Fed rate cuts and good earnings, boosting risky assets in the medium to long term despite inflation …
Elon Musk's optimistic US economic growth forecast has revived Bitcoin optimism, though analysts warn of downside risk in 2026 amid Fed policy uncertainty and recent price pullbacks.
Tech stocks including Amazon rebound as the S&P 500 hits a new high, supported by strong US economic growth and optimism about multiple Fed rate cuts in 2026 boosting earnings outlook.
Markets face mixed outlook with AI driving gains but lofty valuations and uncertain earnings growth temper enthusiasm; tech giants including Microsoft and Alphabet invest heavily in AI amid caution a…
Deutsche Bank highlights potential surprises in 2026, including AI-driven growth and inflation risks. Nvidia's strong earnings outlook faces risks if forecasts flatten, raising questions on the AI tr…
Nvidia-backed AI investments surge as Anthropic projects rapid revenue growth, fueling AI sector optimism despite margin challenges amid strong competition from OpenAI and others.