The Market Screener

Markets start the week under a long shadow. Airlines are cutting routes as key air corridors over the Middle East shut down. Tankers are being rerouted away from one of the world's most important oil chokepoints. Oil and gas facilities in the region have halted production. Crude prices have jumped sharply. In a worst-case scenario, some analysts warn, prices could vault past $100 if flows through Hormuz are seriously disrupted.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street may be fascinated with artificial intelligence, but today's real test comes from something less flashy: producer prices. This morning's PPI arrived at a sensitive moment and it did not deliver reassurance.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Nvidia's results were, by any normal standard, extraordinary. Revenue keeps climbing at a pace that would have seemed absurd just a few years ago. The company's sales curve, once flat and predictable, now looks like a cliff face. Orders remain deep. Demand for high-powered AI chips is still intense. Competition is rising, but Nvidia continues to sit at the narrowest part of the hourglass, where money flows in before it spreads across the rest of the tech world. And yet, the stock barely budged.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Tonight, after the closing bell, Nvidia reports earnings, an event that now functions less like a quarterly update and more like a public stress test for the entire AI trade. Stock futures were modestly up ahead of the open, in anticipation. Because the tech giant has become a proxy for a whole story the market has been telling itself: that the AI boom is real, durable, and worth paying almost any price for.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The American economy has seen its share of plot twists. A pandemic. A supply-chain snarl. A banking scare. Now, as investors and executives scan the horizon, they are confronting something harder to quantify: a technological shift that feels less like a cycle and more like a reckoning.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

After the Supreme Court struck down much of Trump’s tariff regime, the White House swiftly unveiled a new global levy, reigniting trade uncertainty and rattling stocks, bonds, currencies, oil, and crypto all at once. With Nvidia earnings looming, fresh inflation data ahead, and U.S.–Iran talks back on the table, investors face a week where policy shocks and corporate reality collide.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors were waiting this morning for answers: is the U.S. economy cooling gently or losing altitude ? Have we achieved a soft landing? At 8:30 a.m. Eastern, they got their answer. And it was not the one many had penciled in.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week was supposed to be about earnings and artificial intelligence. Instead, it is shaping up as a test of how many shocks investors can process at once.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street looks deceptively calm. Futures are pointing higher, tech shares are trying to find their footing, and investors are bracing for the release of minutes from the Federal Reserve's latest meeting. After weeks of nerves, the mood is less panicked than cautious. Early trading suggests a tentative return of risk appetite.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors are trying to recalibrate. Business models will change with AI. Some will thrive. Others will discover that their moat was more decorative than defensive. Analysts have drawn parallels to the early pandemic era, when entire sectors were abruptly revalued, some permanently. The difference this time is that the disruption is self-inflicted, driven by corporate investment rather than a virus. But the speed of repricing feels similar.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Corporate earnings are once again running the show. This morning, stock futures are edging higher as investors brace for another wave of quarterly results and a crucial inflation report tomorrow. The mood is not euphoric, but it is steadier than it was 24 hours ago. Wednesday's stronger-than-expected jobs report - 130,000 jobs added in January, unemployment dipping to 4.3%, wages holding firm - helped ease fears of an imminent economic slowdown. In recent weeks, markets have oscillated between worrying about overheating and worrying about stalling. For now, the data suggest neither extreme.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week was always going to be about one thing: data. Investors came into today bracing for the January employment report, delayed by the partial government shutdown and wrapped in unusual suspense. The mood was cautious. Stock futures wobbled in early trading. Treasury yields dipped. The dollar softened. Traders were trying to game out the same question: Is the labor market cooling enough to nudge the Federal Reserve toward cutting rates sooner? Now we have the answer.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The consumer has been the economy's last reliable thrill ride, and now it's starting to coast. December retail sales flatlined, a quiet but loaded signal that shoppers are no longer panic-buying, revenge-spending, or swiping first and thinking later. If retail is the canary in the macro coal mine, it didn't drop dead - but it definitely stopped singing.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

As Monday's session gets underway, U.S. stock futures are hovering just below flat. The Dow, S&P 500, and Nasdaq are all slightly in the red, the kind of timid move that suggests investors are less interested in bold bets than in keeping their hands close to the exit. Oil prices are barely budging. The economic calendar, for today at least, is empty. However, it's the calm before a very busy storm of data.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

How long does this get to cost so much before AI pays for itself? That question hangs over today's session like a low cloud. After several days of selling in U.S. technology stocks, the market tried, somewhat awkwardly, to regain its footing.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

U.S. stocks slipped again as investors reacted to Alphabet's earnings, strong numbers paired with a spending plan that landed like a very expensive shrug. Google's parent company made it clear that it plans to nearly double its capital expenditures this year to stay competitive in artificial intelligence. The results were good. The ambition was undeniable. The market's response was less generous.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Software, we were told, is the cleanest business model on Earth: low marginal costs, recurring subscriptions and loyal customers. The software sector didn't just grow, it ascended. It almost became a religion, complete with prophets in Patagonia vests and believers who treated earnings calls like scripture. And then AI showed up, not as a feature, but as a force. This week, the market is beginning to act like it has finally understood what that means.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Roughly a quarter of the S&P 500 reports earnings this week, and investors are no longer satisfied with glossy talk about "innovation". They want proof. Analysts now expect nearly 11% earnings growth for S&P 500 companies in the December quarter, up from about 9% at the start of January. Expectations are rising. So is the pressure.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

For a while there, investors had found what looked like the perfect adult version of having it all: stay heavily exposed to artificial-intelligence stocks for growth, while quietly stacking precious metals "just in case". It was the kind of strategy that makes you feel both bold and responsible - like ordering a salad with fries. And then Friday happened.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

That's official, Donald Trump nominated Kevin Warsh to chair the Federal Reserve. After sliding overnight, futures cut some losses once the announcement became official this morning. That reaction - subdued, cautious - may be the most telling early verdict on the man now poised to inherit the most consequential economic job in America.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.