Covering the biggest moves in the stock market, the headlines making waves, and the trends shaping tomorrow.substack.com/@stockmktnews United StatesJoined July 2022
Latest data shows AI adoption among large firms (250+ employees) is now declining after climbing steadily since 2023.
The numbers come from a biweekly US Census Bureau survey of 1.2M firms, which tracks AI use in production.
Crude oil is sliding to its lowest levels in months, and it is the result of both too much supply and not enough demand. On the supply side, OPEC+ has started pulling back on its earlier cuts and is now pushing an extra 400,000 barrels a day into the market. Non-OPEC producers…
Crude oil is sliding to its lowest levels in months, and it is the result of both too much supply and not enough demand. On the supply side, OPEC+ has started pulling back on its earlier cuts and is now pushing an extra 400,000 barrels a day into the market. Non-OPEC producers…
Since late 2022, AI stocks have been the main engine behind the S&P 500’s rise. The companies most directly tied to AI are up an incredible 181%, and together with AI-related utilities and equipment, they explain most of the index’s gains. To put it simply, these few sectors now…
U.S. private companies CUT 32,000 jobs in September, missing forecasts for a +52,000 gain.
That’s the steepest decline since 2023.
To make it worse, August was revised from +54,000 to -3,000.
And with the shutdown, this will be the only jobs data we get this week.
(a…
Pharma stocks just had one of their strongest days in years, with large-cap names surging 9% after months of being stuck under political pressure. The move came from a wave of policy and industry news that reshaped how investors viewed the sector almost overnight.
Trump’s…
Pharma stocks just had one of their strongest days in years, with large-cap names surging 9% after months of being stuck under political pressure. The move came from a wave of policy and industry news that reshaped how investors viewed the sector almost overnight.
Trump’s…
US hyperscalers are about to unleash an unprecedented capex wave.
From 2022–24, they’ve already spent $477 billion on data centers. But between 2025–27, that number is expected to more than double to $1.15 trillion, per Morgan Stanley.
The math is staggering: global data center…
Historically, shutdowns have not been the market killer many fear. The last 6 shutdowns all saw the S&P 500 rise from start to finish. Even the 35-day freeze in 2018–19 saw the index surge nearly 10%.
Yes, Powell’s dovish pivot helped then but the bigger takeaway is clear:…
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