Jules RimmerJules Rimmer is a markets reporter in London.Rimmer spent more than 30 years as a trader and stockbroker in financial markets, starting at Salomon Brothers in the Liar's Poker era, taking in ING Barings, Jefferies and ending it in emerging markets at Investec. He hung up his headset and pivoted to journalism in 2021. ...

Core Insights - The iPhone 17 is experiencing significant demand, indicating strong consumer interest and potential sales growth for the company [1] - Analysts are highlighting supply-chain bottlenecks that could impact production and delivery timelines, posing a risk to meeting demand [1] - A controversial partnership with Google AI has drawn criticism, with some viewing it as detrimental to the company's brand integrity [1] Supply Chain Issues - Supply-chain bottlenecks are being flagged by analysts, which may hinder the company's ability to fulfill the high demand for the iPhone 17 [1] Partnership Concerns - The partnership with Google AI is described as divisive, with critics suggesting it could compromise the company's core values and reputation [1]

Core Viewpoint - Kevin Warsh has been nominated by President Donald Trump to chair the Federal Reserve, indicating a potential shift in monetary policy direction towards rate cuts and market stimulation [1] Group 1: Background on Kevin Warsh - Warsh has a history of criticizing easy monetary policies, referring to inflation as "a choice" [1] - He resigned from the Federal Reserve in 2011 due to disagreements over quantitative easing (QE2) [1] Group 2: Views on Federal Reserve Policies - Warsh has labeled the Federal Reserve's $7.5 trillion balance sheet as "a relic of crisis-era thinking," suggesting a need for reevaluation of current monetary strategies [1] - His appointment may align with President Trump's desire for less resistance to rate cuts and a focus on market booms [1]

Group 1 - Federal Reserve governor Chris Waller suggested that the Fed should have cut interest rates due to a weak U.S. job market [1]

Core Viewpoint - Sandisk's stock has experienced a significant increase following impressive earnings, with analysts suggesting that the company may face a prolonged period of high demand for its storage products due to a substantial supply-demand imbalance [1] Group 1: Earnings Performance - Sandisk's quarterly revenue guidance exceeded expectations by nearly 60% at the midpoint [1] - The company's profit outlook surpassed estimates by 150% [1] Group 2: Market Reaction - Following the earnings report, Sandisk shares saw a substantial rise, indicating strong market confidence in the company's future performance [1] - Analysts have characterized the stock upgrade as "one of the most delayed upgrades in history," reflecting the unexpected strength of Sandisk's financial results [1] Group 3: Supply and Demand Dynamics - There is an anticipated widening gap between supply and demand for Sandisk's storage products, which could lead to the company being sold out for years [1]

The cost of wholesale goods and services rose sharply at the end of last year, underscoring the battle against inflation is far from over as President Trump gets set to name a new chairman of the Federal Reserve. ...

Mark HulbertMark Hulbert is a columnist for MarketWatch. His Hulbert Ratings service tracks investment newsletters that pay a flat fee to be audited. ...

Core Insights - American Express reported steady growth in spending for its fourth quarter, driven by increased retail and travel purchases by cardholders [1] Group 1 - The company experienced growth in consumer spending, indicating a positive trend in customer engagement and economic activity [1] - Cardholders are increasingly leaning into retail and travel purchases, suggesting a shift in consumer behavior towards these sectors [1]

Both Chevron and Exxon Mobil both said production of oil and gas reached historic levels, but also saw profit and revenue decline as energy prices fell. ...

SoFi's home-loan originations nearly doubled in the latest quarter. ...