The Weekly Beacon April 25, 2025
AI, AI spending, Vertiv Holdings, NVIDIA, Secretary Bessent, Trump, FED, Global trade, Verizon earnings, VZ stock, Stock market performance, Chipotle stock, China, India, Trade deals
24
04, 2025
3
04, 2025
The Weekly Beacon April 4, 2025
Nasdaq-100, Valuations, OpeAI, Cybersecurity, Real estate, Manhattan, AI, CoreWeave, IPOs, AI
13
02, 2025
The Weekly Beacon – February 14, 2025
Tesla, openAI, Elon Musk, DOGE, Inflation, FED, Powell, Trump, Interest rate futures, China, semiconductors, David Tepper,
30
01, 2025
The Weekly Beacon – January 31, 2025
Tariffs, Canada, Mexico, DeepSeek, China, Nvidia, AI, Uranium, GDP per capita, FED, Jerome Powell, FED, Mining companies, Precious metals
26
09, 2024
The Weekly Beacon – September 27, 2024
China stimulus,Argentina, socialism, Housing market, People's Bank of China, Chinese interest rates, Nuclear news, Nuclear energy, Microsoft-Constellation energy, Nuclear reactors, UEC stock, UEC acquisition, M&A activity, AI stocks, Semiconductors, Intel stock, Apollo Global Management, Qualcomm, regulation
19
09, 2024
The Weekly Beacon – September 20, 2024
HPE stock, Multiples, AI stocks, AI tailwinds, State run capitalism, Chinese consolidation, Chinese private companies, Coffee prices, Brazil coffee production, MLSE, Bell stock, Rogers Communications stock, Debt levels, Dividends, AI fund, Energy demand from data centers, FED, Inflation, Jobs market, FED funds rate, Interest rates, FOMC
1
08, 2024
The Weekly Beacon – August 2, 2024
Emerging markets, China, Economic growth rates, GDP per capita, Indian economy, Technical breakout, Microsoft earnings, Microsoft stock, Markets, AI spending, Semiconductor chip demand, FED, interest rates, rate cuts, Bank of Japan, Yen, Japanese monetary policy, Venezuela election, Maduro and Chavez ruin Venezuela, Oil reserves
