Inflationary growth and political populism are a recipe for commodity price strength says Michael Hartnett ...

Core Insights - Consumer spending increased in September, indicating a likely strong economic growth in the third quarter [1] Group 1 - The rise in consumer spending is expected to be a precursor to robust economic growth [1]

The rate of U.S. inflation stayed stuck close to 3% before the government shutdown, a long delayed report showed, adding a final piece of the puzzle before the Federal Reserve votes on whether to cut interest rates again. ...

One analyst predicts that Google will steal market share from Nvidia and emerge as the dominant survivor of any future dot-com-style crash. ...

The stock market always looks ahead, and investors can see that even affluent Americans have been changing their shopping habits and trying harder to get better prices. ...

Core Insights - Netflix is set to significantly expand and transform its operations following the acquisition of Warner Bros. Discovery's studio and streaming businesses [1] Company Impact - The acquisition will enhance Netflix's content library and production capabilities, positioning it as a more formidable player in the streaming industry [1] - This strategic move is expected to increase Netflix's market share and competitive edge against other streaming platforms [1] Industry Implications - The deal reflects ongoing consolidation trends within the media and entertainment industry, as companies seek to bolster their content offerings and subscriber bases [1] - The acquisition may lead to shifts in consumer preferences and viewing habits as Netflix integrates Warner Bros. Discovery's assets [1]

Core Viewpoint - Variant Perception, a U.K. research firm, anticipates a rebound in manufacturing sectors outside of artificial intelligence (AI) [1] Group 1: Manufacturing Outlook - The firm expects a significant increase in manufacturing activities, indicating a positive trend for industries not directly related to AI [1]

Core Viewpoint - Shares of SoFi Technologies Inc. fell over 6% in after-hours trading following the announcement of a $1.5 billion stock offering [1] Company Summary - SoFi Technologies Inc. is planning a stock offering amounting to $1.5 billion, which has led to a significant decline in its share price [1]

If positive seasonality kicks in, investors can expect all-time highs before year-end. ...

"Masstige†is winning even as consumers cut costs elsewhere. ...