Signals

Explore the key forces shaping global markets in our Signals category. From AI infrastructure and energy demand to interest rates, liquidity, and broader economic trends, Signals examines the developments and market dynamics that could influence the next market cycle.

Marina Lyubimova Marina Lyubimova Signals
3 days ago

Alibaba’s AI Spending Is Outrunning Cloud Growth

Alibaba ADRs reversed earlier losses and rose 0.5% as cloud growth outweighed concerns over higher infrastructure spending and weaker profit.

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Artem Voloskovets Artem Voloskovets Signals
6 days ago

Raytheon Gets $22.9 Billion Tomahawk Contract as U.S. Targets 1,000 Missiles a Year

The U.S. Navy has awarded Raytheon, an RTX business, a $22.9 billion seven-year contract for Tomahawk cruise missiles, supporting a sharp expansion in production of one of the U.S. military’s main long-range strike weapons.

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Artem Voloskovets Artem Voloskovets Signals
1 week ago

Sandisk Targets 80% Gross Margin and 50% Free Cash Flow Margin by FY2028–FY2030

Sandisk has set aggressive FY2028–FY2030 targets, including mid-to-high teens revenue growth, an ~80% non-GAAP gross margin and a ~50% adjusted free cash flow margin. The outlook suggests management expects AI-driven storage demand, long-term customer agreements and tighter NAND supply to support unusually high profitability through the end of the decade.

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Marina Lyubimova Marina Lyubimova Signals
2 months ago

SpaceX Fell 2% After Its IPO Filing. The Numbers Behind the Reaction Matter More.

SpaceX shares extended their decline following the release of the company's long-awaited IPO prospectus, slipping another 2% as markets digested the details behind what could become the largest public offering in history.

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Marina Lyubimova Marina Lyubimova Signals
2 months ago

How AMD’s New AI PC Makes Running a 235B-Parameter Model Locally Possible

Running large language models meant renting cloud GPUs or building expensive multi-GPU workstations.

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Victoria Bazir Victoria Bazir Signals
2 months ago

Turkey's Inflation Is Down by Half. So Why Is the Central Bank Still Keeping Rates at 37%?

Turkey's central bank left its benchmark one-week repo rate unchanged at 37%, matching expectations and extending a pause that has lasted three consecutive meetings.

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Artem Voloskovets Artem Voloskovets Signals
2 months ago

STMicroelectronics Upgrade Explained: The Business Areas Behind BofA’s €86 Target

Bank of America upgraded STMicroelectronics to Buy from Neutral and raised its price target to €86 from €71. The note is notable not because of the rating change itself, but because of the businesses BofA expects to drive STM's growth over the next several years.

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Victoria Bazir Victoria Bazir Signals
2 months ago

Jet Fuel Prices Are Surging Again: How to Read What the Market Is Really Telling You

Jet fuel prices have surged in 2026, but crude oil tells only part of the story. This analysis explains how refining margins, trade flows, and supply-chain bottlenecks are driving aviation fuel costs higher - and what investors should watch next.

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Marina Lyubimova Marina Lyubimova Signals
2 months ago

The Turnberry Deal Is Less About Tariffs Than About Who Funds the Next AI Boom

The 15% tariff agreed between the U.S. and the European Union dominated headlines. The numbers buried in the agreement tell a different story - one centered on energy, capital flows, and a long-term commitment to American AI infrastructure.

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Victoria Bazir Victoria Bazir Signals
2 months ago

Wall Street Keeps Raising AI Spending Forecasts. That May Be the Real Signal

Morgan Stanley now expects hyperscaler capex to reach $805 billion in 2026 and $1.1 trillion in 2027. The headline number is impressive, but the more important signal is that forecasts keep moving higher despite two years of AI enthusiasm.

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Marina Lyubimova Marina Lyubimova Signals
2 months ago

Japan Wants 70% Nuclear and Renewable Power. The Real Goal Is Energy Independence

Japanese Prime Minister Sanae Takaichi said the country aims to raise the combined share of nuclear and renewable energy from roughly 30% today to as much as 70%. The plan reflects Tokyo’s effort to reduce dependence on imported fuels while meeting rising electricity demand from industry and digital infrastructure.

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Usman Salis Usman Salis Signals
3 months ago

Why Are U.S. Credit Card Delinquencies Rising Despite Record Income?

Serious credit card delinquencies in the United States have climbed to their highest level in decades even as household income continues to reach new highs. Rising borrowing costs, record debt balances, and growing pressure in unsecured lending offer clues to the apparent contradiction.

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Marina Lyubimova Marina Lyubimova Signals
3 months ago

Markets Are Quietly Pricing a “Higher for Longer” Regime Into 2027

The market has started pricing something it spent most of 2025 denying outright: the possibility that the Federal Reserve may still not be done tightening by early 2027.

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Posts feed
Bitcoin ETF Inflows Hit $1.6 Billion as BTC Breaks Above $79,000
2 days ago
Apple Paid $17 Billion in Taxes to Ireland After EU Court Ruling
2 days ago
U.S. Debt Tops $40 Trillion as Higher Rates Change the Fiscal Math
3 days ago
Alibaba’s AI Spending Is Outrunning Cloud Growth
3 days ago
Saudi Crude Vanishes From U.S. Imports — Exposing America’s Heavy-Oil Problem
4 days ago
USD/JPY Drops to 158.81 as the Dollar Retreats From 160
4 days ago
ECB Still Holds €3.19 Trillion in Bonds as Its Market Footprint Shrinks
5 days ago
Is AI a Bubble? 7 Indicators That Matter More Than the Hype
5 days ago
OpenAI’s PORTS-Pike Bet Shows How the AI Boom Is Turning Into an Energy Boom
6 days ago
Raytheon Gets $22.9 Billion Tomahawk Contract as U.S. Targets 1,000 Missiles a Year
6 days ago
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