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Sep 19, 2025
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12 min read
Markets pause after Intel’s surge and a Fed cut, bonds flash resistance, FedEx delivers global confidence, Nvidia and Intel redraw chip geopolitics, AMD sharpens its edge, satellites emerge as infrastructure.
Sep 18, 2025
10 min read
Gradual easing collides with a $5B Intel surprise — bonds push back, semis surge, and the Bank of Japan takes the stage next.
11 min read
Central banks slow and steady, AI firms wrestle with governance, and robotaxis roll into Nashville.
Sep 17, 2025
Beyond the cut, today’s story is electricity, tickets, uranium, and solar—capital is already choosing its winners.
9 min read
Markets hold near highs as the Fed takes center stage. Oracle expands its AI push, and FedEx gets hit by Washington’s import crackdown.
Sep 16, 2025
Homebuilders slash prices, Netskope goes public, and GE Aerospace breaks a ceiling