Tag: #BigTech

Oil Trouble 🛢

July 26, 2026July 26, 2026 Ryan JueResearch, Weekend Update#AI, #BigTech, #GlobalTension

#BigTech spending & rising oil has Wall Street worried…

January In-Review

February 2, 2026 Ryan JueMarket Musings, Research#AI, #BigTech, #GlobalTension, #Goldilocks, #Inflation, #LaborMarkets, #tariffs

January finishes higher despite #Tariffs threats, #RateCuts uncertainty, mixed #AI earnings

Fed Uncertainty

January 31, 2026 Ryan JueResearch, Weekend Update#BigTech, #Inflation, #RateCuts, #tariffs

Fed Chair nominee & hotter PPI #Inflation shakes market confidence…

Disappointed Markets

November 2, 2025November 2, 2025 Ryan JueResearch, Weekend Update#AI, #BigTech, #RateCuts, #tariffs

Markets end mixed after #Tariffs trade talks and #BigTech earnings disappoint…

The Week Ahead 🔮

October 27, 2025October 27, 2025 Ryan JueMarket Musings, Research#BigTech, #Inflation, #RateCuts, #tariffs

Huge market week ahead: Fed, China & earnings on tap

September Jobs Week

September 6, 2025 Ryan JueResearch, Weekend Update#BigTech, #LaborMarkets, #RateCuts, #Recession

August Jobs Report Miss Sparks Recession Fears…

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.

Big Market Week 👀

July 28, 2025July 28, 2025 Ryan JueMarket Musings, Research#BigTech, #ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets are starting the week cautious after weekend tariff news. All eyes now shift to the Fed’s July meeting, Big Tech earnings, and key macro data including PCE inflation and jobs numbers.

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?