The AI Trillion Dollar Question
Written by Michael Lebowitz and Lance Roberts | Oct 10, 2025 | Daily Market CommentaryAccording to The Wall Street Journal, on an inflation-adjusted basis, technology companies have spent more…
> Read MoreAccording to The Wall Street Journal, on an inflation-adjusted basis, technology companies have spent more…
> Read MoreThe graph below, courtesy of the St. Louis Fed, charts the amount of money in…
> Read MoreAs we led in yesterday’s Commentary, AMD rose 25% on the news that OpenAI would…
> Read MoreAdvanced Micro Devices (AMD) stock opened up by nearly 35% on Monday morning, following reports…
> Read MoreThe following discussion is courtesy of Paul Mortimer Lee, as provided by Edward Albert. Paul…
> Read MoreEli Lilly and other US-based drug makers have led the market over the last few…
> Read MoreIn Monday’s Commentary, we alerted readers that the dollar could be setting up for a reversal…
> Read MoreIn a bold and unusual pivot, a traditional Japanese manufacturer of Kimonos is transitioning to…
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> Read MoreThere appears to be a frequently repeated myth on social media that foreigners are selling…
> Read MoreSeveral articles and social media posts have recently discussed the irregular partnerships that Nvidia is…
> Read MoreEli Lilly (LLY) and Novo Nordisk (NOVO) dominate the market for weight loss drugs. The…
> Read MoreMeme stocks are highly speculative stocks, heavily traded by retail traders, and characterized at times…
> Read MoreOur friend Jim Colquitt, in his Weekly Chart Review, brought to our attention a large…
> Read MoreDoes size matter? Since the Pandemic, and judged by the recent performance of the Magnificent…
> Read MoreSince the middle of July, UST 10-year yields have fallen from 4.50% to 4.00%. While…
> Read MoreNot surprisingly, the Fed cut rates by 25 basis points at yesterday’s meeting. With the…
> Read MorePresident Trump is pushing to reduce the SEC’s financial reporting requirements from quarterly to semiannual…
> Read MoreThe White House has turned its attention to the Bureau of Labor Statistics after a…
> Read MoreAfter years of abundant liquidity, U.S. overnight funding markets are beginning to show signs of…
> Read MoreOilfield service companies are fighting an uphill battle after years of weak demand from traditional…
> Read MoreThe AI infrastructure trade stagnated through August, with enthusiasm fading even after NVDA beat earnings…
> Read MoreMain Street optimism edged higher in August, as the NFIB Small Business Optimism Index rose…
> Read MoreThe August jobs report clarified what many investors already suspect: the U.S. labor market is…
> Read MoreAnother round of quarterly earnings reports has come and gone, and once again, many companies…
> Read MoreThe Fed has cut the Fed Funds rate by 1% since late 2024, and the…
> Read MoreTesla is the leading manufacturer of electric vehicles (EVs) in the US and second, behind…
> Read MoreThe graph below breaks down the monthly performance of the S&P 500 since 1928. As…
> Read MoreOnce again, we find ourselves waiting on the all-important BLS labor report. The markets and…
> Read MoreOnce again, Nvidia continues to see its earnings and revenues grow at astonishing rates. Consider…
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