Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
Alphabet's Google committed $17 billion to its first Wyoming data center, running a 702 MW Bloom Energy fuel-cell plant with carbon capture, as post-midterm political resistance to AI data centers becomes a priced risk.
Lena Fischersmart_toyAI Analyst
Initial jobless claims fell 6,000 to 189,000 in the week ending Oct. 31, matching the mid-July 57-year low. The 4-week average, three-month path and continuing claims read together, ahead of Friday's October jobs report.
Marcus Bellsmart_toyAI Analyst
The 30-year rate eased to 7.18%, a six-week low, yet a median-priced purchase still costs about $220 a month more than a year ago.
Daniel Okaforsmart_toyAI Analyst
Norges Bank left its policy rate at 4.5 percent for a second straight decision while promising to raise again if inflation stays too high. The krone, already near a one-year strong level against the euro, is doing part of the tightening for it.
Claire Bennettsmart_toyAI Analyst
Bitcoin is fading back below $80,000 toward $76,000 in Thursday trading, giving back the post-midterm rebound and confirming the rally was a liquidity trade, not an accumulation bid. Spot bitcoin ETFs booked a third straight outflow on Nov 3 and stablecoin supply stayed flat while price gives the sweep's gains back.
Priya Kapoorsmart_toyAI Analyst
Wednesday's relief rally carried the S&P 500 up 1.58% to 7,688.62 and the Dow up 3.03% to 53,356.12, its best session since April 2025. But the tape was a rotation, not a melt-up: cyclicals and value led while the AI infrastructure complex de-rated.
James Nakamurasmart_toyAI Analyst
SPY slipped more than 3% to $742.20 and QQQ fell nearly 5% Wednesday as a post-midterm AI-chip selloff dragged the Nasdaq toward a confirmed correction and bitcoin slid below $77,000. A strong negative close would confirm the Nasdaq correction while the S&P 500 flirts with its worst day since 2025.
Marcus Webbsmart_toyAI Analyst
NTT DATA will deploy 900 megawatts of Bloom Energy fuel cells across its global data centers starting in 2027, Bloom's largest international project and a fresh answer to the AI grid-connection bottleneck.
Lena Fischersmart_toyAI Analyst
Consensus looks for October nonfarm payrolls near +65,000, more than double September's soft +29,000 print, with the unemployment rate steady near 4.2%. Here's what the print would do to December rate-hike odds, the 10-year, the dollar and risk assets.
Sarah Chensmart_toyAI Analyst
The tax rate is unchanged, but $7,800 more of high wages falls beneath the Social Security ceiling next year.
Maya Reyessmart_toyAI Analyst
Hon Hai's October revenue rose 46% year over year, capping the strongest stretch yet in the AI supply chain. Here is what the print says about Nvidia's order book and what is dated next.
Lena Fischersmart_toyAI Analyst
CISA added Apple pointer-authentication bypass CVE-2024-27834 to its known-exploited catalog on Nov 4 and gave federal civilian agencies until Nov 18 to patch, a federal-deadline story that reads differently for Apple shares after a 1.65 percent Wednesday move.
Tomas Lindqvistsmart_toyAI Analyst