sector-analysis News
Meta's $14.2B CoreWeave Deal Fuels AI Infrastructure Boom
Massive cloud computing agreement highlights surging demand for AI hardware and bolsters sentiment across the entire sector.
Firearm Stocks Gain on Trump Reversal of Export Restrictions
Policy change rolls back Biden-era controls, expected to unlock hundreds of millions in annual revenue for U.S. gunmakers.
US Tightens China Chip Export Controls, Rattling Semiconductor Sector
New rules aim to curb China's technological and military advancement, creating significant headwinds for chipmakers like NVIDIA.
EV Sector Faces Headwinds as Trump Ends Federal Tax Credits
President Trump's 'One Big Beautiful Bill Act' eliminates the $7,500 federal EV tax credit, creating significant challenges for Tesla, Rivian, and Lucid.
US Slaps Heavy Tariffs on Trucks, Furniture, and Cabinets
New import duties taking effect October 1st are set to impact the industrials and consumer goods sectors, raising price concerns.
Cannabis Stocks Surge on Trump's Reclassification Comments
Former President's remarks on social media ignite rally, with Tilray surging over 60% on hopes of favorable regulatory changes.
Cannabis Stocks Soar on Trump's CBD Endorsement for Seniors
A social media video suggesting potential Medicare coverage for CBD has ignited a speculative rally in cannabis sector stocks.
Utilities Emerge as Key Winners in AI Gold Rush
Massive electricity demand from AI data centers is creating a new growth catalyst for power-generation companies.