Important Earnings Season Observations
By Christopher Combs, Silicon Valley Capital Partners — October 31, 2025 The Q3 2025 earnings season is delivering a wealth of data, and I believe there are eight particularly important observations that deserve attention. These insights matter not only for how markets are digesting results today, but also for how portfolios should be positioned going […]
Amazon’s Cloud Acceleration Calms Investor Fears of AI Bubble
Summary by Bloomberg AI Amazon Web Services generated $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected. Amazon’s shares jumped 12% to $249.42 as the markets opened in New York on Friday, after the company posted robust cloud growth that reassured investors about its artificial […]
Earnings Calls Show AI Boom Keeps Growing
Oct 30, 2025 The AI boom is far from over. It’s getting bigger. The demands for power and cooling will keep growing. Caterpillar rose the most in 16 years on Wednesday because of demand for power-generation equipment for AI data centers. The message from Wednesday’s Microsoft and Alphabet calls is that they’re not investing in […]
What Credit-Card Trends Tell Us About the U.S. Consumer, in Charts
There is a trade war, a government shutdown and a sluggish job market, but households are still spending By Imani Moise and Ben Glickman Oct. 23, 2025 Americans may feel worse about the economy, but they are still wielding their credit cards with confidence. An escalating trade war, a prolonged government shutdown and a stagnant […]
AI investment boom shielding US from sharp slowdown, says IMF
Fund upgrades outlook for global growth but warns latest trade tensions between Washington and Beijing are a concern Claire Jones and Sam Fleming in Washington Oct 14th, 2025 An “investment surge” in artificial intelligence has helped the US avoid a sharp slowdown but risks stoking inflation, the IMF’s chief economist has warned, as the fund […]
Economists Lower US Job Growth Through 2026, Fueling Rate Cuts
Summary by Bloomberg AI Economists downgraded their projections for US job growth through the end of next year, citing an average of 71,000 payrolls rising a month from the fourth quarter of this year through 2026. The more subdued pace of job creation will encourage US central bankers to gradually lower borrowing costs, culminating with […]
U.S. and global growth forecast lifted by OECD as economies surprise to the upside
Sophie Kiderlin CNBC September 23, 2025 Key Points The OECD now expects global growth of 3.2% this year, compared to the 2.9% expansion it had forecast in June. “Global growth was more resilient than anticipated in the first half of 2025, especially in many emerging-market economies,” the OECD said. The full effect of tariffs is […]
US banks say consumers are ‘healthy’ despite economic uncertainty
Joshua Franklin and Akila Quinio 7/15/2025 JPMorgan Chase and Citigroup struck an upbeat tone on the strength of US consumers, underscoring how the world’s biggest economy has remained resilient despite the effects of Donald Trump’s tariffs. The duo of Wall Street banks said there were signs that Americans’ financial footing was solid even as they […]
TSMC Revenue Climbs 39% in Latest Sign of AI Spending Boom
By Debby Wu 07/09/2025 22:41:09 [BN] Summary by Bloomberg AI Taiwan Semiconductor Manufacturing Co.’s revenue rose 39% in the June quarter, beating the average analyst projection. TSMC Chief Executive Officer C.C. Wei says AI chip demand still outstrips supply, and the company has pledged to spend $100 billion ramping up manufacturing. According to Charles Shum, analyst, TSMC […]
Lutnick Says US-China Trade Truce Signed, 10 Deals Imminent
By Jennifer A. Dlouhy, Kailey Leinz and Joe Mathieu 06/26/2025 23:17:07 [BN] Summary by Bloomberg AI The US and China have finalized a trade understanding reached last month in Geneva, which includes China’s commitment to deliver rare earths used in various industries. The White House plans to reach agreements with 10 major trading partners, with President Donald Trump prepared to […]