After last week's spike, the plateau raises questions about spring demand and broader risk.
Your Daily Market Brief  Mortgage rates have settled into an uncomfortable holding pattern near 6. 15%, and the story behind that stability reveals economic crosscurrents that should worry investors far beyond the housing market. After last week's spike, rates have plateaued, but the question hanging over the market feels heavier than the numbers suggest. We were supposed to see a robust spring homebuying season this year. Read Full Analysis |
Don't Miss These Updates  The Earnings Divergence That Tells the Real Story About This Market The market giveth, and the market taketh away. Oracle shares are climbing after delivering an optimistic outlook, while Campbell's stock is sliding on cautious guidance. That split tells you everything you need to know about where we are in this economic cycle. The S&P 500 is heading toward double-digit earnings growth with more than half of companies already reporting fourth quarter results, but that headline number masks a deeper story about which sectors are powering ahead and which are hitting resistance. Continue Reading → |  Nvidia's $2 Billion Bet on Nebius Reveals the New Power Map of AI Infrastructure Nvidia just dropped $2 billion on Nebius, and the market responded with a 10% surge in Nebius shares. But this transaction tells a bigger story than one company investing in another. This is Nvidia placing a strategic bet on the future architecture of AI infrastructure, and investors need to understand what that means for their portfolios. The chip giant doesn't write checks this size casually. Continue Reading → |
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