By Sheraz Mian
Mag 7 earnings for Q4 2025 show a "mixed bag." While Meta and Amazon impressed with AI-driven growth, Microsoft and Alphabet faced scrutiny over massive AI capex, creating a performance gap among tech titans.
The Federal Reserve left interest rates unchanged yesterday, as expected, but the challenges are increasing for identifying the right monetary policy for the path ahead.
The year ahead presents both a bullish and bearish case for investors.
Semiconductor giant Nvidia has long been the darling of the artificial intelligence boom on Wall Street, but AMD’s rip-roaring start to 2026 shows investors that there could be a major market opportunity emerging.
McDonald’s has broken March 2025 highs, aiming for 340 as Wave C unfolds, though the rally may be nearing its final stage.
Don't expect Kevin Warsh, or anyone else, to have any material effect on nature of the Federal Reserve or its mission.
Gold climbs above $5,000 as data delays, Fed uncertainty, and Middle East tensions drive safe-haven demand. Hawkish policy signals and geopolitical risks provide a strong backdrop for gold’s continued bullish momentum.