Download Full Report This article was authored by: Lance Roberts AI Bears regard today’s datacenter mania a more dire situation that the great fiber-optic capacity overbuilds that cracked in 2000. The Bank for International Settlements flagged roughly $1.65 trillion in off-balance-sheet obligations held by the largest hyperscalers, exceeding the amounts they carry on their books. […]
Download Full Report This article was authored by: Lawrence Fuller There is still lots of talk about stock market bubbles and pending bear market declines, but all this fear mongering is not backed up by the data. Another better-than-expected inflation report for producers helped to alleviate concerns about Federal Reserve rate increases, and Treasury yields […]
Download Full Report This article was authored by: Lawrence Fuller The Consumer Price Index (CPI) fell on a monthly basis for the first time in six years, reversing the surge in gasoline prices that struck after the war started in March. The 0.4% decline was better than the 0.2% drop expected, leading the annualized rate […]
Download Full Report This article was authored by: James Foord The AI bull market has a structural problem, and it’s beginning to show. Microsoft, Amazon and Alphabet are guiding toward a combined $565 billion in capital expenditure this year. That number is up more than 60% from already-historic 2025 levels. But their cash flow is […]
Download Full Report This article was authored by: Alicia Wallace Annual inflation rose to a three-year-high of 4.2% in May. Prices rose 0.5% on a monthly basis. The higher cost of energy accounted for 60% of the monthly increase. Overall food prices and grocery prices didn’t rise as fast as they did in April, increasing […]
Download Full Report This article was authored by: Lance Roberts The SpaceX IPO will be the largest in history and is priced in less than three weeks. SpaceX filed its public S-1 targeting a $1.75 trillion valuation, a $75 billion raise, and a Nasdaq debut on June 12 under ticker SPCX. This market is running […]
Download Full Report This article was authored by: Brooke DiPalma A preliminary reading of US consumer sentiment for the month of May showed that higher prices at the pump and rising costs due to the US-Iran war are impacting Americans’ mindset on the state of the economy. The University of Michigan’s Index of Consumer Sentiment […]
Download Full Report This article was authored by: Jared Blikre “Sell in May and stay away” used to have a case. Lately, it’s mostly had a cost. The old warning says investors should reduce exposure after April and come back later in the year, usually around October or November. But S&P 500 history shows the […]
Download Full Report This article was authored by: Lance Roberts The Strait of Hormuz remains effectively closed since February 28. Roughly 20% of the world’s seaborne oil stopped moving through the chokepoint. The International Energy Agency described the event as “the largest supply disruption in the history of the global oil market.” Gulf producers shut […]
Download Full Report This article was authored by: InvesTech The escalation of the war in the Middle East is dominating the news, and investors are increasingly worried about the impact of this confrontation on the stock market. While investing through such a major regional crisis, there are three key considerations to keep in mind: 1. […]
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