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By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. Luckily for them, the market seems to believe there is a long runway for growth as the industry has recorded a 42.6% gain over the past six months, beating the S&P 500 by 31.3 percentage points.

Semiconductors are the core infrastructure powering the Information Age. But they’re also susceptible to economic fluctuations as chip demand will ebb and flow with capital spending. Unfortunately, the market seems to be predicting a downturn as the industry has tumbled by 4.5% over the past six months. This drop is a stark contrast from the S&P 500’s 11.3% gain.

CPI inflation surprises to the upside … the latest twist in the battle for OpenAI … the far bigger story underneath the surface … a hopeful chart for crypto investors From yesterday’s Digest: Three inflation reports this week could be catalysts to help stocks resume their march higher. [If today’s CPI numbers] come in soft, the report could act as a defibrillator, jolting stocks back to life.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Unfortunately, we’re 0-for-1. This morning

Top investors say finance is having its Airbnb moment as tokenization and on-chain markets gain traction.

JPMorgan called Intel the "poster child" of US chip manufacturing and said that 2025 will be a "moment of truth" for the company's plans.

"Texas is the most powerful economy in the nation," Texas governor Greg Abbott said in a statement.

Expectations for rate cuts were recalibrated after CPI, with markets now predicting the Fed will hold rates steady until well into the second half of 2025.