Following a prolonged data drought, the Federal Reserve is weighing whether delayed economic data will support further interest rate cuts. Resilient labor market and persistent inflation suggest additional cuts may not be warranted.

JPMorgan's analysis suggests AI hyperscalers will need $1.5 trillion to fund data center expansions. The report examines potential funding sources and risks.

Wells Fargo downgrades IT stocks amid overvaluation concerns, suggesting investors reduce exposure to AI stocks and allocate capital to higher-rated sectors like Industrials, Utilities, and Financials.

Japanese companies are experiencing an earnings boom driven by AI, a weak yen, and easing tariff pressures, boosting stocks and exceeding forecasts.

This article examines the impact of the Federal Reserve's policies, particularly quantitative easing, on the dollar's value and inflation. It warns that a new round of QE could trigger significant inflation.

Despite a recent correction, gold remains promising, supported by central bank buying and increasing asset allocation. UBS and JPMorgan Chase anticipate significant price appreciation, potentially reaching $5,000/oz by 2026.