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Evercore ISI warns that Big Tech's $650-700 billion AI infrastructure spending could make hyperscalers go cash flow negative, a red flag for stock valuations. Free cash flow could drop 90%.
Congress rejected virtually every spending cut proposed by Trump's Department of Government Efficiency. Only 1 of 30 targeted programs was eliminated as lawmakers kept funding flowing.
Mortgage refinance activity has more than doubled year-over-year and now accounts for 60% of all applications, while all-cash home purchases have fallen to their lowest share since 2020.
Danaher's $9.9 billion acquisition of Masimo at a 40% premium is the largest medtech deal in three years and marks the start of a new wave of healthcare M&A.
Coinbase reported a $667 million Q4 loss as revenue tumbled 20%, then authorized $3.7 billion in share repurchases. The move signals extraordinary conviction as Bitcoin trades near $67,000.
General Mills is cutting prices on nearly two-thirds of its grocery products while PepsiCo slashed snack prices by up to 15%. The moves signal that America's consumer has reached a breaking point after years of food inflation.
The Department of Homeland Security shutdown that began February 14 is now in its second week, leaving 260,000 federal employees without pay as TSA and border security budgets run dry.
Private credit's true default rate approaches 5% when selective defaults are included, and JPMorgan's Jamie Dimon warns that 'when you find one cockroach, more are nearby.'
The Eurozone flash manufacturing PMI hit 50.8 in February, crossing the growth threshold for the first time since early 2024 while U.S. PMI weakened. The transatlantic economic divergence is creating investment opportunities.
Palantir trades at a trailing P/E of 424 with government revenue up 55% and commercial revenue surging 121%. Citi just upgraded to Buy with a $235 target. Is it the most dangerous stock in America or the most important AI company outside Nvidia?
Non-US developed markets are up nearly 9% year to date while the S&P 500 is flat. Korea has surged 30%, Japan 13%, and Europe over 5%. With international stocks 40% cheaper on a P/E basis, the rotation may be just beginning.
Vertiv Holdings reported a 252% surge in Q4 organic orders and a record $15 billion backlog as AI data center demand drives the infrastructure supercycle to new heights.