The AI revolution isn’t running on ideas—it’s running on data. And right now, the biggest challenge for data-hungry workloads isn’t the compute power of GPUs, it’s the bottlenecks that come from moving and accessing information fast enough to keep pace. That’s where...
Markets are charging into uncharted territory with the S&P 500 closing above 6600 for the first time ever 📈 — and all eyes are now locked on tomorrow’s Fed decision. With the first rate cut in quite some time expected, this has become the defining catalyst that...
Wall Street is waking up—and the banks are leading the charge. With equity markets pressing into all-time highs, capital markets are suddenly alive again: IPOs are flowing, deal-making is back, and M&A activity is regaining momentum. Falling interest rates are...
Right now, one thing is clear, this market is almost solely focused on rate cuts. It’s hungry for them and it wants them to begin this week as this hope has been the fuel powering the latest leg of...
When it comes to consumer priorities, the data couldn’t be clearer: experiences are trumping possessions. Even in the face of higher prices and stretched household budgets, demand for travel has surged to levels that few expected would last beyond the pandemic...
Markets finally snapped out of their rangebound funk today 🔥 as a powerful breakout sent indexes to new highs. With expectations of a rate cut next week fueling the move, we dug into the technical picture showing exactly why this surge is different — and why the...
Digital entertainment isn’t just holding steady—it’s exploding. Even as consumers juggle higher costs elsewhere, demand for immersive online experiences continues to accelerate at a staggering pace. The shift in how younger generations spend their time and money has...
Markets continue to wrestle with a strange mix of new highs on the surface but a frustratingly rangebound feel beneath it. 📊 We broke down the technical picture at the index level, showing why price action has been stuck in neutral despite the headlines — and why this...
When shoppers start hunting for value, smart retailers don’t just survive—they thrive. In today’s environment, where wallets are being stretched and consumers are scrutinizing every purchase, one corner of the retail sector is seeing relentless demand. This business...
On the heels of the long holiday weekend, markets opened on Tuesday and the week featured some quite choppy trading. Just before the long weekend began, on the prior Friday, a news headline broke that many of the Trump Admin’s tariffs had been ruled unconstitutional...