Monica L. Correa

Seeking Alpha

A 50-basis-point rate cut in December is increasingly likely, says Ed Yardeni

By: Monica L. Correa

MicroStockHub The Federal Reserve will cut interest rates by 50 basis points at its December meeting, said Ed Yardeni, president of Yardeni Research.

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The Fed will not raise interest rates by 50 basis points – Goldman Sachs’s Robin Brooks

By: Monica L. Correa

The Federal Reserve will not raise interest rates by 50 basis points at its Dec. 9 meeting despite a hotter-than-expected inflation report, said Robin J. Brooks, former chief economist at the IIF.

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NVDA is ‘silly cheap,’ now is ‘the opportunity of an absolute lifetime’ – analysts

By: Monica L. Correa

Antonio Bordunovi/iStock Editorial via Getty Images Nvidia shares ( NVDA ) may be “silly cheap” right now, presenting a compelling buying

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3 things to look out for on Wednesday (SP500:) (SP500:)

By: Monica L. Correa

U.S. stocks fall as October inflation eases less than expected; traders price 90.5% odds of a 25-basis-point Fed rate hike.

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Stocks making big moves after hours: CRWV, STUB, LAND (SP500:) (SP500:) (SP500:) (SP500:)

By: Monica L. Correa

U.S. stocks fall as October inflation cools less than expected; CoreWeave beats Q3 revenue and GAAP EPS estimates and lifts 2026 capex to $39B.

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The growth vs. value 10-year uptrend has been ‘so far, so perfect’

By: Monica L. Correa

Donny DBM The growth vs. value 10-year uptrend remains intact. Its trend has been "so far, so perfect,” even amid the recent technology-led selloff, said Seth Golden, chief market strategist at Finom Group.

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Nvidia’s earnings won’t be impacted by Huang’s scandal – Wolfe Research’s Chris Caso

By: Monica L. Correa

By Monica L. Correa SA News Editor 1 Comment BING-JHEN HONG/iStock Editorial via Getty Images

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Higher rates are the ‘only pin that pricks a bubble’ – Rockefeller International’s Ruchir Sharma

By: Monica L. Correa

Ruchir Sharma warns the AI boom could be a bubble that bursts if rates rise, potentially triggering recession; he suggests a 50-basis-point Fed hike.

Seeking Alpha

The AI boom is headed towards market dislocations – Sixth Street’s Alan Waxman

By: Monica L. Correa

panida wijitpanya Alan Waxman, CEO, and co-founder of Sixth Street, is warning that the artificial intelligence investment boom is headed

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One Anthropic quarter generated more money than Microsoft's Windows 95 full year – Andreas Steno Larsen

By: Monica L. Correa

Analyst sees Anthropic as a Windows-era platform shift: Anthropic posted $17B in one quarter, and software firms must choose whether to integrate Claude.