market-analysis News
China Pauses Lithium Export Controls, Easing Supply Chain Fears
Beijing's one-year suspension of planned controls on key battery materials provides temporary relief to the global electric vehicle and energy storage industries.
Airline Stocks Rally on Hopes of Shutdown Deal, Shaking Off FAA Flight Cuts
Major carriers like United, American, and Delta surged over 5% on Thursday, reversing earlier losses as investors bet on a swift end to the government shutdown causing FAA staffing shortages.
Ray Dalio Warns of 1999-Style 'Melt-Up' as Fed Easing Stokes Bubble Fears
The Bridgewater founder argues the central bank is 'stimulating into a bubble, not out of a depression' as other Wall Street leaders echo concerns over stretched valuations.
Airline Stocks Tumble as US Mandates 10% Flight Cut
Carriers face holiday chaos as a prolonged government shutdown forces the FAA to slash flights at 40 major airports, citing safety concerns.
CoreWeave to Join MSCI World Index, Triggering Major Passive Fund Inflows
The AI cloud provider's inclusion solidifies its big-league status and is expected to create billions in institutional demand for the stock.
SoftBank Plunge Sparks AI Valuation Jitters Across Markets
The tech investor's $50 billion two-day rout is fueling concerns that the sector's sky-high valuations are unsustainable, pressuring US stocks like Arm Holdings.
Supreme Court Case Puts $108 Billion in Tariff Refunds in Play for Retailers
A ruling against the government on IEEPA-based tariffs could deliver a massive windfall to importers like Walmart, Target, and Home Depot, easing years of price pressure.
US Injects $1.4B Into Rare Earth Sector to Counter China
A public-private partnership aims to build a domestic magnet supply chain, targeting 50% of U.S. demand and reducing reliance on foreign imports for critical defense and tech materials.