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  1. Dell Lifts Forecasts on Surge in AI Server Demand

    Dell Lifts Forecasts on Surge in AI Server Demand

    Dell raises annual revenue and profit outlook sharply, driven by massive data center buildout for AI.

    3w ago 1 min read
  2. Rising Inflation Breaks the Bond-Stock Hedge, Pushing Capital Toward Bitcoin

    Rising Inflation Breaks the Bond-Stock Hedge, Pushing Capital Toward Bitcoin

    US Treasuries lose their safe-haven status as inflation and yields surge simultaneously, driving institutional investors to consider Bitcoin and tokenized bonds.

    3w ago 2 min read
  3. Fed's Key Inflation Gauge Hits Highest Level Since 2023

    Fed's Key Inflation Gauge Hits Highest Level Since 2023

    The PCE price index climbed 3.8% year-over-year in April, signaling persistent price pressures despite earlier rate cuts by the Federal Reserve.

    3w ago 1 min read
  4. Trump Administration Launches App for Managing Child Investment Accounts Funded by $1,000 Government Deposits

    Trump Administration Launches App for Managing Child Investment Accounts Funded by $1,000 Government Deposits

    Starting July 4, the Trump administration rolls out an app for custodial accounts seeded with $1,000, aimed at intergenerational wealth-building.

    3w ago 2 min read
  5. Inflation is Breaking the 60/40 Portfolio Rule

    Inflation is Breaking the 60/40 Portfolio Rule

    Persistent inflation and fiscal concerns are eroding the traditional hedge that US Treasuries provide in balanced portfolios.

    3w ago 1 min read
  6. US Q1 GDP Revised Down, Inflation Hits 3-Year High

    US Q1 GDP Revised Down, Inflation Hits 3-Year High

    US economy grew at 1.6% in Q1, down from 2.0% estimate. PCE inflation hit 3.8%, its highest since 2023. Consumer spending under pressure.

    3w ago 1 min read
  7. UBS Predicts Three Fed Rate Cuts by Early 2026

    UBS Predicts Three Fed Rate Cuts by Early 2026

    UBS argues markets are mispricing Fed policy, forecasting a December cut and two more by Q1 2026.

    3w ago 1 min read
  8. Fed's Musalem Warns: Don't Bet on AI to Fix Inflation

    Fed's Musalem Warns: Don't Bet on AI to Fix Inflation

    St. Louis Fed President cautions that AI's productivity gains are not yet real, so inflation remains above target and rates may stay high.

    3w ago 1 min read