The Weekly Beacon August 1, 2025
Another trade deal, Energy, Garbage Management, U.S. economy, GDP Data, Acquisitions heating up, CyberArk Software
Another trade deal, Energy, Garbage Management, U.S. economy, GDP Data, Acquisitions heating up, CyberArk Software
Vertiv, AI data center, Energy demand from data centers, Nuclear energy, EQT Corp., Natural Gas, Silver, Precious metals, Tariffs, Trade deals, Trump, Japan, Indonesia, Philippines, Telecommunications, Verizon, Earnings, IPO market
Nvidia, AI boom, China, Global trade, tariffs, Tesla, Elon Musk, Inflation, Tariffs, Kenvue, Consumer staples, Housing market, Real estate, Home prices, CPI
Copper, Tariffs, inflation, Nvidia, Worlds Largest Companies, US Steel, Nippon Steel, Trump, CoreWeave, M&A
The Spirit of Independence: Celebrating July 4th
Google, Cruise Operator Carnival CCL
Currencies, U.S. Dollar, Oil, Gas, Iran-Israel conflict, Global oil supply, Gold, Bretton Woods, Gold returns, Federal Reserve, Trade deficit, Trump Group, Bitcoin, Crypto ETFs, Uranium, Nuclear energy
Warner Bros. Discovery stock, Carve outs, Streaming stocks, London Tech Week, Nvidia, Circle IPO, Crypto stocks, Bitcoin, Retail buyers, Housing market, Dallas housing inventory, ChatGPT vs. Wikipedia, Trade talks, China, Tariffs, Bond market, Treasury market, Gold, Central Banks
AI stocks, Hewlett Packard enterprises analysis, Silver, Precious metals, Meta platforms, Nuclear energy, Electricity demand, European private equity, Private market consolidation, IPOs, Circle, Stablecoins, Crypto, Tesla, Waymo, Robotaxis
Bitcoin, Crypto, Largest Bitcoin holders, Salesforce, Informatica, M&A, U.S. Steel, Trump, Nippon Steel, Tariffs, Government Revenue, Saylor, MicroStrategy, Fannie Mae, Mortgage Crisis, Nvidia