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S&P Signals Major Shift: How AI and Private Markets Are Remaking Your ETF
EconomyEN
S&P Signals Major Shift: How AI and Private Markets Are Remaking Your ETF

S&P Dow Jones Indices indicates that AI and private markets are fundamentally changing how financial indexes and ETFs are built, creating new opportunities and risks for investors.

Tech Rebounds on AI Hopes, But Dow Lags as Investors Eye Santa Claus Rally
EconomyEN
Tech Rebounds on AI Hopes, But Dow Lags as Investors Eye Santa Claus Rally

As the market weighs the potential for a Santa Claus rally, a tech stock rebound led by AI players contrasts with Nike's 13% plunge. We analyze key trends in big tech, consumer spending, and what's ahead for the holiday week.

The Two-Speed Market: AI's Relentless Rally Masks Rot in the Consumer Core
EconomyEN
The Two-Speed Market: AI's Relentless Rally Masks Rot in the Consumer Core

Nvidia's AI rally and Nike's consumer warning signal a two-speed market. Discover why this divergence is the key trend for investors to watch.

Waymo's Real Lead Over Tesla Isn't Tech—It's a Masterclass in Trust
TechEN
Waymo's Real Lead Over Tesla Isn't Tech—It's a Masterclass in Trust

A deep analysis of the 2025 robotaxi market reveals why Waymo's methodical strategy is outpacing Tesla's tech-first approach. The real battle is trust, not AI.

Broadcom & Costco Signal a Reckoning for High-Multiple Stocks
EconomyEN
Broadcom & Costco Signal a Reckoning for High-Multiple Stocks

Broadcom and Costco's sharp declines signal a market reckoning for high-multiple stocks. Our analysis reveals the core risks and what investors should do now.