Category: Economy

  • Stocks Retreat; AI Valuations Heighten Investor Anxiety

    The Dow Jones Industrial Average reached new highs in December 2025 while investors simultaneously grappled with concerns about AI-driven market sustainability. This bifurcation reveals something worth watching. Major indices climb even as companies like Oracle and Broadcom face scrutiny over their AI performance metrics and future outlooks. The S&P 500, now heavily weighted toward artificial…

  • Growth Stocks Climb Amid AI and Sector Expansion

    The S&P 500 Growth index climbed 18.9% in 2025. Investors continue to track companies showing rapid revenue increases. Financial outlets, CNBC and Yahoo Finance, highlight firms such as Credo Technology, MongoDB, and Walmart for their performance. In technology and AI, firms such as Alphabet, Arista Networks, and Axon Enterprise are also commonly recognized in these…

  • The PCE Report: When Markets Move in Milliseconds

    The Personal Consumption Expenditures Price Index dropped on December 5, 2025, and financial markets processed the data before most analysts finished reading the headline. The Bureau of Economic Analysis released the latest inflation gauge, the Federal Reserve’s preferred metric for monetary policy decisions. Core PCE came in at 2.9% year-over-year, matching consensus forecasts exactly. No…

  • Salesforce Reports Strong Q3 Earnings as AI Agent Adoption Accelerates

    Salesforce reported Q3 revenue of $10.3 billion on December 3rd, beating Wall Street expectations and raising its fourth-quarter guidance. The earnings report comes after a difficult year for the stock, which had declined nearly 30% year-to-date heading into the announcement. The company’s performance reflects a broader shift happening across enterprise software: the move from simple…

  • Industrial and Technology Demand Push Silver to New Highs

    Silver prices reached record territory in late November 2025, driven not by speculation but by a structural supply deficit that shows no signs of easing. The metal is caught in a squeeze. Industrial applications now account for nearly 60% of total silver consumption, a sharp departure from its traditional role as primarily a monetary asset.…