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Living in the Now, with John Doe
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U.S. economy poised for somewhat slower growth, leading indicators signal
The leading indicators of the U.S. economy fell again in September because of weakness in a few key industries such as housing and manufacturing, but not enough to suggest any sign of major trouble.
AMD’s stock stands out from other AI names. What that may say about the market.
AMD’s stock is the only one of select AI names with a lower forward multiple now than its five-year average.
Oil prices rebound after last week’s 8% drop as traders weigh China demand concerns
Oil prices climbed on Monday, regaining some of last week’s 8% decline after China lowered its benchmark lending rates, part of a series of stimulus measures to revive the flagging economy for the world’s top oil importer.
Is it better for my taxes if I donate shares or cash?
You get the biggest benefit by getting rid of the biggest potential tax liability.
Royal Caribbean set for strong quarter, momentum into 2025, says analyst
An analyst points to “ongoing momentum and no signs of consumer softness.”
Disney to elevate CEO-search leader James Gorman to chairman
Walt Disney said Monday that Chairman Mark Parker will leave the company after two years in the role, and will be succeeded by board member and CEO succession planner James Gorman.
Fed’s Logan says ‘strong and stable’ U.S. economy still faces ‘meaningful uncertainties’
The chief of the Dallas Federal Reserve said the economy is “strong and stable,” but the central bank needs to be watchful for a rebound in inflation as it gradually lowers U.S. interest rates.
Markets are increasingly reflecting U.S. outperformance — but now there’s a jinx
Markets are increasingly pricing in a scenario of U.S. exceptionalism.
Potential Cigna buyout of Humana is a ‘when,’ not an ‘if,’ analyst says
Humana’s stock looked to rally Monday. And Mizuho analyst Ann Hynes said she believes a buyout by Cigna Group is likely — it’s just a matter of timing.
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