The AI trade is unwinding — with investors increasingly worried about debt raising by companies like Oracle and CoreWeave used to finance AI data-center buildouts. ...

Core Viewpoint - Starting in 2029, the Academy Awards will be broadcast exclusively on YouTube, indicating a significant shift in how major entertainment events are consumed and potentially diminishing traditional television viewership [1] Group 1 - The Academy Awards will transition to an exclusive streaming model on YouTube, marking a pivotal change in the broadcasting landscape [1] - This move suggests a growing trend towards digital platforms for major events, reflecting changing consumer preferences [1] - Traditional television may face challenges as high-profile events migrate to online platforms, impacting viewership and advertising revenue [1]

Group 1 - The core viewpoint suggests that Nvidia is expected to modestly outperform Eli Lilly over the next two months according to a DataTrek analyst [1] - The analysis indicates that historical trends support Nvidia's potential performance advantage [1] - However, the report also highlights that there are certain caveats to consider regarding this prediction [1]

Core Viewpoint - Emerging-market stocks have significantly outperformed U.S. equities in 2025, marking a major surprise in the market landscape [1] Group 1 - Emerging-market stocks have broadly crushed the U.S. equities market this year [1]

Many are energy stocks that have been crushed as the price of oil has declined — but analysts expect a tremendous rebound for the group. ...

Core Viewpoint - Southwest Airlines' stock is experiencing renewed optimism regarding U.S. airlines, with Barclays predicting increased profitability for the carrier in the new year [1] Group 1: Company Insights - Southwest Airlines is expected to become more profitable, reflecting a positive outlook for the airline industry [1]

New rumors of stalled data-center funding have sent Oracle's stock lower, but some experts argue the negative narrative has gotten too harsh. ...

Core Insights - The U.S. jobs market is currently underperforming, indicating a weaker labor market than expected [1] - Inflation rates are significantly higher than desired, posing challenges for economic stability [1] Group 1: Jobs Market - The U.S. jobs market is not performing well, suggesting potential concerns for economic growth and consumer spending [1] - Investors are reacting to the underwhelming job market data, which may influence market strategies [1] Group 2: Inflation - Inflation levels are described as "hotter than anyone would like," indicating persistent inflationary pressures [1] - The current inflation situation could lead to tighter monetary policies as authorities seek to control rising prices [1]

Group 1 - The parent company of Facebook is highlighted as a top stock pick for the first half of the year by Rosenblatt [1] - Applied Optoelectronics and Magnite are also included in the list, with significant upside potential projected for their shares [1]

The artificial-intelligence trade has become so popular that it is causing currencies in Asia to artificially weaken as locals trade their money for dollars, presumably to buy hot AI stocks. ...