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December 11, 2025

Oracle’s earnings and OpenAI partnership, investor sentiment, AI ecosystem opportunities, Microsoft’s growth trajectory and more.

December 11, 2025

Adobe’s earnings, the company reporting a strong sales growth outlook and easing AI concerns, the “orchestration layer” of digital assets and more.

December 11, 2025

Oracle’s earnings, shares dropping sharply after mixed results, competition in the hyperscale space and more.

December 10, 2025

The Federal Reserve’s decision to cut interest rates by a quarter percentage point, how this decision impacts the bar for future rate cuts, historical trends in the labor market and more.

December 10, 2025

Frances’ thoughts ahead of the Fed decision today, the extraordinarily tight unemployment rate, rate cut expectations and more.

December 9, 2025

The upcoming Fed decision, potential volatility potholes this week, year-end options market outlook and more.

December 8, 2025

The K-Shaped economy, the impact of mass retirements, U.S. economic conditions and more.

December 8, 2025

Unilever’s decision making for spinning off its ice cream business.

December 4, 2025

Meta’s stock rally, why the company may be shying away from the Metaverse to focus more on AI chatbots, AI skepticism and more.

December 4, 2025

How U.S. economic growth is expected to slow in 2026, the K-shaped economy, why spending holds strong despite consumer worries and more.

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