Tag: #AI

September In-Review

October 7, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

September rallies on #RateCuts, but the shutdown complicates October…

Rate Cuts Return 💸

September 21, 2025September 21, 2025 Ryan JueUrsa, Weekend Update#AI, #RateCuts

Markets aren’t buying the Fed’s cautious #RateCuts…

August In-Review

September 2, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets were a rollercoaster in August starting with a #LaborMarkets collapse, but ends at new highs on #RateCuts optimism.

AI Volatility 🫨

August 30, 2025August 30, 2025 Ryan JueResearch, Weekend Update#AI, #ConsumerConfidence, #Inflation, #RateCuts

Weekly Market Recap: #AI Volatility Shakes Stocks

AI Slowing?

August 28, 2025August 28, 2025 Ryan JueMarket Musings, Research#AI

Nvidia crushed earnings again, so what does that mean for the rest of the #AI trade?

AI Bubble Popping?

August 25, 2025August 25, 2025 Ryan JueMarket Musings, Research#AI

Is the #AI bubble popping? Nvidia’s earnings is the next test…

More Tariffs?

August 6, 2025 Ryan JueMarket Musings, Research#AI, #tariffs

Could the new #Tariffs make electronics more expensive?

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?