Market Spy

Apple Faces Chip Bottleneck as iPhone Demand Soars and Memory Costs Climb

Contributor:

Junia Wells

Economy

U.S. Shutdown Risk Intensifies as Senate Standoff Over DHS Funding Deepens After Minnesota Shooting

Trade & Tariffs

Trump Unveils Greenland Deal Framework With NATO Centered on Minerals and Defense Cooperation

Corporate & Industry Trends

AI Disruption Hits the Labor Market Like a Tsunami

Personal Finance

Intel Pledges to Match Federal $1,000 ‘Trump Accounts’ Deposits for Employees’ Children

Chipmaker deepens partnership with U.S. government as it mirrors new child investment benefit and expands wealth-building access for families

Contributor:

Rachel Steinberg

Employer Matches Are Turbocharging Trump Accounts for Kids

Major firms are stepping in with dollar-for-dollar contributions, with some families unlocking up to $2,000 or more in their child’s first year alone.

Contributor:

Junia Wells

Trump Proposes Direct Health Care Payments to Households

Experts warn the plan could weaken insurance coverage and raise costs if it replaces existing subsidies

Contributor:

Junia Wells

Economy

Trump Endorses Bipartisan Senate Funding Plan to Keep Government Running as Shutdown Deadline Nears

President backs six-bill spending package funding most federal agencies through September, while lawmakers split off Homeland Security for a short-term extension to avert an immediate shutdown.

Contributor:

Leah Rosenfeld

Trump Set to Reveal Next Federal Reserve Chair After Months-Long Search to Replace Jerome Powell

Following a five-month selection process that began with 11 candidates, President Trump says he will announce his pick Friday morning, with Kevin Warsh emerging as the leading contender amid intense market speculation.

Contributor:

Calder Monroe

U.S. Dollar Tumbles 1.3% After Trump Welcomes Weaker Currency, Marking Sharpest Daily Drop in Nearly a Year

Greenback hits lowest level since early 2022 as president signals comfort with depreciation following a 10% annual slide

Contributor:

Calder Monroe

Investing

Singapore Emerges as Asia’s Capital Haven as Global Investors Seek Stability and Growth

Strong institutions, deep private markets, and access to Southeast Asia are transforming the city-state from a safe harbor into a strategic investment hub.

Contributor:

Rachel Steinberg

Gold Blasts Through $5,000 as Investors Flock to Safety Amid Global Volatility

Historic Breakout Reflects Deepening Geopolitical Strains, Central Bank Buying, and Broadening Demand for the Precious Metal

Contributor:

Junia Wells

OpenAI Eyes Middle East Capital for Massive New Funding Round

AI leader enters high level talks with Gulf sovereign wealth funds as it targets up to $50 billion in fresh capital and accelerates global expansion

Contributor:

Calder Monroe

Lastest articles

York Space Systems Debuts on NYSE at $38 Highlighting ‘Golden Dome’ Defense Ambitions

The Denver-based aerospace company opens at an $4.75 billion valuation, positioning itself as a strategic partner for U.S. missile defense and low-earth orbit satellite operations.

Contributor:

Leah Rosenfeld

Amazon in Advanced Talks to Pour Up to $50 Billion Into OpenAI

Direct negotiations between Andy Jassy and Sam Altman could anchor a massive $100 billion funding round, reshaping the AI landscape and intensifying competition with Anthropic, Microsoft, and Nvidia.

Contributor:

Calder Monroe

Microsoft Stock Suffers Worst Drop Since 2020 as $357 Billion in Market Value Vanishes

A sharp post-earnings selloff rattles investors, exposes Azure capacity constraints, and reignites debate over Microsoft’s massive AI spending strategy.

Contributor:

Rachel Steinberg

Trump-Era Tariffs Couldn’t Slow China: How Supply Chain Rerouting and Forced Labor Helped Drive a Record $1.1 Trillion Trade Surplus

Despite years of U.S. tariffs, China reshaped global manufacturing through Southeast Asia and shadow factories, fueling historic export growth while costing millions of potential jobs worldwide.

Contributor:

Junia Wells

OpenAI Plans Major Model Sunset in ChatGPT; GPT-4o and Other Versions to Be Phased Out Next Month

As usage shifts toward newer AI engines like GPT-5.2, OpenAI will retire multiple legacy models in ChatGPT to streamline performance and accelerate future development.

Contributor:

David Goldfarb

Tesla Unveils $20 Billion Investment Blitz as Musk Signals Radical Shift Beyond Electric Cars

With EV sales slipping and robotics, AI, and driverless tech taking center stage, Elon Musk accelerates Tesla’s transformation, marking what analysts call the end of the company’s traditional auto era.

Contributor:

Calder Monroe

Trump Endorses Bipartisan Senate Funding Plan to Keep Government Running as Shutdown Deadline Nears

President backs six-bill spending package funding most federal agencies through September, while lawmakers split off Homeland Security for a short-term extension to avert an immediate shutdown.

Contributor:

Leah Rosenfeld

Gold Pulls Back After Explosive Rally as Asia-Pacific Stocks Trade Mixed and Investors Eye Fed Decision

Bullion retreats more than 4% from record highs as traders lock in profits, while Asian markets show uneven performance amid easing U.S. shutdown fears, volatile tech earnings, and a sharp slide in bitcoin.

Contributor:

Rachel Steinberg

Apple Faces Chip Bottleneck as iPhone Demand Soars and Memory Costs Climb

Record quarterly results mask supply constraints, with Apple warning that limited access to advanced chips and rising memory prices could cap near-term growth despite strong global demand.

Contributor:

Junia Wells

Trump Set to Reveal Next Federal Reserve Chair After Months-Long Search to Replace Jerome Powell

Following a five-month selection process that began with 11 candidates, President Trump says he will announce his pick Friday morning, with Kevin Warsh emerging as the leading contender amid intense market speculation.

Contributor:

Calder Monroe

Trump Warns UK Against Deepening China Ties as Starmer Pushes Economic Reset With Beijing

As London and Beijing unveil visa-free travel, tariff cuts, and multi-billion-dollar investments, Donald Trump cautions Britain over growing closer to China while Keir Starmer insists the UK can balance both Washington and Beijing.

Contributor:

David Goldfarb

Phinergy — The Startup Powering Long-Range Electric Vehicles with Metal-Air Batteries

How an Israeli clean-tech startup is redefining energy storage for sustainable transportation

Contributor:

Junia Wells

Deutsche Bank Surpasses Profit Forecasts in Strong Q4 Performance

Fourth-quarter net income rises to €1.3 billion as revenues beat analyst estimates, despite regulatory scrutiny

Contributor:

Rachel Steinberg

China and the UK Move to Rebuild Ties After Years of Tension

President Xi signals openness to a long-term strategic partnership as Prime Minister Keir Starmer launches the first UK leader visit to China in eight years

Contributor:

Leah Rosenfeld

Tesla Commits $2 Billion to xAI as Elon Musk Deepens His Bet on Artificial Intelligence

The automaker joins a massive $20 billion funding round for Grok creator xAI, signaling tighter integration between Tesla and Musk’s fast-growing AI ambitions

Contributor:

David Goldfarb

Carvana Stock Slides After Short Seller Alleges $1 Billion Earnings Inflation

Gotham City Research claims accounting irregularities and undisclosed family-linked dependencies as shares suffer one of their worst days in a year

Contributor:

Calder Monroe

Home Depot Restructures Workforce and Ends Hybrid Work as Sales Slow

Retail giant cuts 800 corporate roles and mandates full return to office in bid to accelerate decision-making and reconnect with customers

Contributor:

Rachel Steinberg

Singapore Emerges as Asia’s Capital Haven as Global Investors Seek Stability and Growth

Strong institutions, deep private markets, and access to Southeast Asia are transforming the city-state from a safe harbor into a strategic investment hub.

Contributor:

Rachel Steinberg

Tesla Retires Model S and X as Musk Shifts Fremont Factory Toward Optimus Robot Production

Elon Musk signals a major strategic pivot, ending Tesla’s oldest vehicle lines to make room for humanoid robots, even as the company reports its first ever annual sales decline.

Contributor:

Leah Rosenfeld

Samsung Smashes Profit Records as AI Memory Boom Triggers Global Chip Shortage

Soaring demand for high bandwidth memory and AI servers drives a threefold jump in earnings, with Samsung beating forecasts and signaling renewed investment in advanced chips.

Contributor:

Junia Wells

Wall Street Backs Zuckerberg’s AI Bet as Meta Accelerates Spending Toward “Personal Super Intelligence”

Strong ad revenues and upbeat earnings give Meta the confidence to nearly double AI investment, even as questions linger over when new products will pay off.

Contributor:

Junia Wells

Advantest Stock Surges on AI Chip Wave as Record Sales Fuel Upgraded Profit Forecast

Booming demand for AI and high performance semiconductors lifts quarterly results, pushes shares sharply higher, and strengthens outlook for Japan’s leading chip testing specialist.

Contributor:

David Goldfarb

SK Hynix Surpasses Samsung in Annual Profit for the First Time as AI Memory Demand Reshapes Korea’s Chip Industry

AI’s explosive growth propels SK Hynix to a historic profit lead, signaling a major shift in the global memory semiconductor landscape.

Contributor:

Calder Monroe

Olio — The Startup Fighting Food Waste Through Community Sharing

How a UK-based startup is connecting neighbors and businesses to reduce food waste

Contributor:

Rachel Steinberg

Anthropic CEO Warns AI Could Trigger ‘Unusually Painful’ Job Market Disruption

Dario Amodei cautions that AI’s rapid expansion may affect multiple industries simultaneously, calling for urgent policy action to mitigate economic shock

Contributor:

Rachel Steinberg

LVMH Tops Q4 Forecasts as China Demand Reignites Global Luxury Growth

Europe’s largest luxury group delivers stronger-than-expected revenue, signaling early recovery in Asia while executives caution that 2026 remains uncertain

Contributor:

Leah Rosenfeld

Anthropic Secures Massive New Funding Round Exceeding $10 Billion as Valuation Climbs to $350 Billion

Oversubscribed raise backed by Coatue and GIC could grow further if Microsoft and Nvidia join, underscoring surging investor demand for top-tier AI companies

Contributor:

Junia Wells

AppLovin Pushes Back Against Short Seller, Calls CapitalWatch Report “Defamatory” and Demands Immediate Retraction

Ad-tech giant sends cease-and-desist letter after a 35-page short-seller report alleges criminal ties, reigniting scrutiny already fueled by multiple bearish research firms

Contributor:

David Goldfarb

U.S. Dollar Tumbles 1.3% After Trump Welcomes Weaker Currency, Marking Sharpest Daily Drop in Nearly a Year

Greenback hits lowest level since early 2022 as president signals comfort with depreciation following a 10% annual slide

Contributor:

Calder Monroe

Canada’s Mark Carney Pushes Back on Trump Claims, Reaffirms Davos Warning on Global Trade Shifts

Prime minister says he stood by his World Economic Forum speech during call with President Trump as tariff threats and China tensions escalate

Contributor:

Rachel Steinberg

Intel Pledges to Match Federal $1,000 ‘Trump Accounts’ Deposits for Employees’ Children

Chipmaker deepens partnership with U.S. government as it mirrors new child investment benefit and expands wealth-building access for families

Contributor:

Rachel Steinberg

Australia Inflation Climbs to 3.6%, Strengthening RBA’s Case to Keep Rates Higher for Longer

Consumer prices hit a six-quarter high as housing costs surge and policymakers warn that interest rate cuts remain unlikely in 2026

Contributor:

Leah Rosenfeld

Amazon Signals Fresh Round of Layoffs After Internal Email Reveals AWS Restructuring

Accidental staff notice points to organizational changes in Amazon Web Services as company prepares broader corporate job cuts

Contributor:

Junia Wells

China’s AI Surge Accelerates as Alibaba, Baidu, and Moonshot Race to Challenge U.S. Tech Giants

One year after DeepSeek shook global markets, Chinese AI companies double down on rapid model launches, open-source strategies, and ecosystem-driven growth

Contributor:

David Goldfarb

UK Prime Minister Keir Starmer Leads Major Business Delegation to China in High-Stakes Economic Reset

Nearly 60 British companies and institutions join landmark visit as London seeks to revive trade ties with Beijing after eight years

Contributor:

Calder Monroe

Nike to Slash 775 U.S. Distribution Jobs as Automation Push Intensifies

Layoffs target Tennessee and Mississippi centers as company seeks higher efficiency and long-term profitability

Contributor:

Leah Rosenfeld

UpNano — The Startup Pushing the Limits of 3D Printing

How a German startup is creating nanoscale structures for medical and industrial innovation

Contributor:

Calder Monroe

USA Rare Earth Secures $1.6 Billion U.S. Government Backing to Strengthen Domestic Rare Earth Supply Chain

Federal funding and equity stake aim to reduce reliance on China as company ramps up mining and magnet production projects

Contributor:

Rachel Steinberg

Health Insurance Stocks Sink After Trump Administration Signals Flat Medicare Advantage Rates for 2027

Humana, UnitedHealth, CVS and peers slide as CMS proposes just a 0.09% payment increase, far below Wall Street expectations

Contributor:

Leah Rosenfeld

Hyundai Shares Slide After Trump Signals 25% Tariffs on South Korean Cars and Pharmaceuticals

Automaker stocks wobble as Washington cites stalled trade deal approval, raising fresh concerns over exports, supply chains, and U.S.–Korea relations

Contributor:

Rachel Steinberg

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