China's 'Four Dragons' Hit Public Markets as Beijing's Chip Independence Plan Accelerates
Moore Threads, MetaX, Biren, and Enflame—China's leading AI chip startups—have gone public or filed IPOs. What this means for global semiconductor competition.
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AMD's Big Moment: Why February 3 Earnings Could Define the AI Chip War's Next Chapter
AMD reports Q4 earnings on February 3 with Wall Street expecting $1.10 EPS. Wells Fargo's upgrade and potential $20 billion in AI deals make this a pivotal moment for Nvidia's top challenger.
OPEC+ Convenes as Oil Markets Balance Geopolitical Fears Against Demand Concerns
OPEC+ producers meet today to assess production levels as oil prices hover near $65, caught between Iran tensions driving prices higher and oversupply concerns pushing them lower.
AMD CEO Lisa Su Declares 'Yottascale' Computing Era at CES 2026, Forecasts $1 Trillion Data Center Market
At CES 2026, AMD CEO Lisa Su unveiled the company's AI vision, predicting 5 billion daily AI users and a $1 trillion data center market by 2030.
Treasury Yields Enter 'No Man's Land' at 4.27% as Bond Market Awaits Warsh Confirmation
The 10-year Treasury yield hovers near 4.27% as bond investors wait for clarity on Kevin Warsh's Fed nomination, creating a range-bound market that could break either direction.
Medicare Advantage Bombshell: CMS's 0.09% Rate Proposal Wipes $200 Billion From Healthcare Stocks
UnitedHealth and Humana plunge 20% after CMS proposes near-flat Medicare Advantage rates for 2027, shocking Wall Street and signaling a crackdown on insurer profits.
US LNG Exports Shatter Records at 111 Million Tons in 2025, Cementing America's Energy Dominance
America became the first country to export over 100 million metric tons of LNG in a single year, with 2026 set to break more records as new facilities come online.
Fed Governor Waller Breaks Ranks: Why His Dissent Signals Rate Cuts Could Come Sooner
Federal Reserve Governor Christopher Waller dissented from the January rate decision and called for more easing, suggesting summer rate cuts may be on the horizon.
Q4 GDP Report Delayed to February 20: Government Shutdown Backlog Scrambles Economic Calendar
The Bureau of Economic Analysis postponed the Q4 2025 GDP advance estimate from January 30 to February 20 due to data collection disruptions from the government shutdown.
OPEC+ Meets Tomorrow: Eight Producers to Reassess 3.2 Million Barrel Production Freeze
OPEC+ producers convene February 1 to evaluate their Q1 2026 production pause. With global oil surplus looming, the meeting could shape energy prices for months.
Oil Surges Past $65 on Iran War Rhetoric, Then Retreats as Trump Signals Continued Talks
WTI crude oil spiked 3.5% to $65.50 per barrel on military threats against Iran, then pulled back as President Trump indicated nuclear negotiations would continue.
Supreme Court Tariff Ruling Delayed Again: 1,000+ Businesses Line Up for Potential $130 Billion Refund
The Supreme Court delayed its decision on Trump's IEEPA tariffs again, leaving 1,000+ businesses waiting for potential refunds from $130 billion in duties collected. The ruling could reshape American trade policy.