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AI Still Booming

July 31, 2025July 31, 2025 Ryan JueMarket Musings, Research#AI, #BigTech

Investors are showing signs of caution with markets sitting at all-time highs, but AI momentum is still going strong.

AI Spending War

July 27, 2025July 27, 2025 Ryan JueResearch, Weekend Update#AI, #BigTech, #tariffs

Markets rallied this week on a Japanese tariff deal and Big Tech earnings.

Big Tech AI Bets

July 24, 2025July 24, 2025 Ryan JueMarket Musings, Research#AI, #BigTech

Google’s doubling down on #AI. Will it pay off?

Eyes on Big Tech

July 21, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #RateCuts, #tariffs

Markets keep rallying, but this week is all about earnings. Google reports first of the Big Tech names — and all eyes are on AI. Can they prove the investment is worth it?

Thawing Tension

May 3, 2025May 3, 2025 Ryan JueResearch, Weekend Update#AI, #LaborMarkets, #Recession, #tariffs

Thawing #ChinaTension and strong #LaborMarkets keep historic market rally going

Recession Proof AI?

May 1, 2025May 1, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

Investors may be starting to worry about a #Recession, but for #AI… what recession?

Reality Check 🤔

April 20, 2025April 20, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

Markets finish the week lower after Powell’s #Tariffs reality check

Tariff Flexibility 🧘‍♀️

March 23, 2025March 23, 2025 Ryan JueResearch, Weekend Update#AI, #RateCuts, #tariffs

The White House teases tariff flexibility sending markets higher and breaking a three-week red streak.

Rate Cuts, Tariffs and AI, Oh My!

February 18, 2025February 18, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets opened the shorten week fairly cautious at all-time highs despite lots of uncertainty. Rate cuts, tariffs and AI – what’s the latest?

January In-Review

February 2, 2025February 2, 2025 Ryan JueMarket Musings, Research#AI, #Goldilocks, #Inflation, #tariffs

The S&P 500 kicked off the year strong finishing January up almost 3%, but tariffs may derail the rally in February.

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