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Big Tech Booms, the Fed Splits, and Wall Street Weighs the Cost of AI
🎃 Welcome Back Investors! (October 27 to 31, 2025) Halloween week brought no shortage of market drama brining a few sweet surprises. Big Tech took center stage as Microsoft and Apple posted strong earnings that pushed markets higher, while Meta scared off investors with massive AI spending plans. OpenAI grabbed headlines again, shaking up the tech landscape with new product announcements, deeper partnerships across Silicon Valley, and a vision to go public mid 2026 - 2027.
Daniel Ledenev
2 days ago6 min read
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Gold Crashes, CPI Cools, and Earnings Light Up Wall Street
👋 Welcome Back Investors! (October 20 to 24, 2025) The fourth week of October brought in a mix of relief and rally across Wall Street. A cooler than expected U.S. CPI report reignited hopes for another Federal Reserve rate cut, sending the S&P 500 and Dow Jones to fresh record highs (if you were trading the futures exchange I hope you didn't get wicked out). Gold briefly retreated from its peak as the dollar strengthened, before stabilizing on renewed geopolitical caution. E
Daniel Ledenev
Oct 256 min read
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Banks Shine, Gold Glitters, and Global Warnings Echo: Mid-October Market Recap
👋 Welcome Back Investors! (October 13 to 17, 2025) The third week of October was shorter but still packed with key market catalysts. Big banks kicked off earnings season with strong results from JPMorgan, Goldman Sachs, and Citigroup, offering a dose of optimism amid renewed market volatility. Gold prices surged to record highs as investors sought safety following fresh trade jitters and geopolitical tension. Meanwhile, the IMF’s annual meeting in Washington dominated headli
Daniel Ledenev
Oct 195 min read
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AI Deals Ignite, Oil Sinks, and Tariffs Return: A Volatile Week on Wall Street
👋 Welcome Back Investors! (October 6 to 10, 2025) The second week of October opened with confidence as AMD’s AI chip partnership with OpenAI fueled tech enthusiasm and Fifth Third Bancorp’s $10.9B takeover of Comerica signaled fresh momentum in regional banking. Markets hit record highs early in the week, but optimism faded when President Trump’s renewed tariff threats on China reignited trade tensions, sending stocks lower into Friday. Meanwhile, oil prices climbed after a.
Daniel Ledenev
Oct 115 min read
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Deal Fever and Policy Drama: Wall Street Ignites as October Begins
👋 Welcome Back Investors! (Sept 29 to Oct 3, 2025) The first days of October delivered no shortage of headlines. Markets balanced optimism and anxiety as Washington inched toward a government shutdown, while corporate shake-ups kept investors alert. Electronic Arts surprised with a landmark buyout, and Berkshire Hathaway expanded its industrial footprint with the acquisition of OxyChem. Goldman Sachs struck a bullish tone, upgrading global equities on growth optimism and pol
Daniel Ledenev
Oct 66 min read
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September Shake-Up: Tariffs, Tech, and Gold at Record Highs
👋 Welcome Back Investors! (September 22 to 26, 2025) The final full week of September didn’t disappoint. Tech optimism kept Wall Street energized, with AI headlines fueling rallies even as bond yields hovered near cycle highs. Gold broke through fresh records as investors sought safety, while currencies across the globe weakened under the weight of synchronized rate cuts. Earnings season picked up with big names in retail and semiconductors on deck, and political risks from
Daniel Ledenev
Sep 275 min read
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Rate Cuts, Record Highs, and Market Surprises
👋 Welcome Back Investors! (September 15 to 19, 2025) What a week! The Fed finally delivered its long-anticipated rate cut, trimming by...
Daniel Ledenev
Sep 205 min read
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AI Mega Deals, IPO Comebacks, and Golden Highs: Markets Heat Up
👋 Welcome Back Investors! (September 8 to 12, 2025) What a week! Inflation stayed in focus as U.S. PPI unexpectedly slipped and CPI came...
Daniel Ledenev
Sep 147 min read
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Labor Day to Labor Market: What Shaped the First Week of September
👋 Welcome Back Investors! (September 1 to 5, 2025) The first week of September kept markets anything but quiet. A weaker U.S. jobs...
Daniel Ledenev
Sep 66 min read
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Powell, Politics, and Profits: Markets Close Summer with a Bang
👋 Welcome Back Investors! (August 25 to 29, 2025) The final week of August kept traders on edge, mixing political drama with fresh...
Daniel Ledenev
Aug 306 min read
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From Jackson Hole to Wall Street Highs: A Week of Surprises
👋 Welcome Back Investors! (August 18 to 22, 2025) What a week! Jerome Powell dropped some hints about possible rate cuts at Jackson...
Daniel Ledenev
Aug 235 min read
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August Heatwave: Stocks Rally, Oil Slumps, and Policy Sparks
👋 Welcome Back Investors! (August 11 to 15, 2025) Mid August was anything but sleepy on Wall Street. Softer U.S. inflation numbers gave...
Daniel Ledenev
Aug 176 min read
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Markets in Motion: Tariffs, Tech Triumphs, and Global Trade Tensions
👋 Welcome Back Investors! (August 4 to 8, 2025) If you thought August would be a sleepy month on Wall Street, think again. This week...
Daniel Ledenev
Aug 97 min read
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From Figma to the Fed: This Week’s Finance Rundown
👋 Welcome Back Investors! (July 28 to Aug 1, 2025) This week served as a sharp reminder that even record-setting rallies can hit...
Daniel Ledenev
Aug 26 min read
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Records, Risks & Rallies: This Week in Global Markets
👋 Welcome Back Investors! (July 21 to 25, 2025) This week, Wall Street kept climbing as the S&P 500 and Nasdaq notched fresh record...
Daniel Ledenev
Jul 266 min read
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Earnings Impress, but Macro Tensions Return: Inside a Reluctant Rally
👋 Welcome Back Investors! (July 14 to 18, 2025) Earnings season kicked off with a bang, pushing the S&P 500 and Nasdaq to fresh highs...
Daniel Ledenev
Jul 197 min read
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From $4T Nvidia to 50% Tariffs: This Week Had Everything
👋 Welcome Back Investors! (July 7 to 11, 2025) Summer calm? Not this week. What started as a smooth ride to new highs took a sharp turn...
Daniel Ledenev
Jul 127 min read
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Yields Jump, Stocks Rip: A Short Week with Long-Term Signals
👋 Welcome Back Investors! (June 30 to July 4, 2025) With fireworks in the sky and on the charts, this week reminded us that even a...
Daniel Ledenev
Jul 57 min read
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All-Time Highs, AI Hype, and Fed Signals: Markets Defy the Chaos
👋 Welcome Back Investors! (June 23 to 27, 2025) Markets delivered another high-stakes week as global headlines collided with monetary...
Daniel Ledenev
Jun 287 min read
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Caution & Chaos: Traders Brace as the Fed Stalls and War Ignites
👋 Welcome Back Investors! (June 16 to 20, 2025) Markets kept us on our toes this week with a fresh mix of headlines, from central bank...
Daniel Ledenev
Jun 216 min read
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