by ADRIAN MANZ | Sep 24, 2025 | The Doctor's Dose
Nvidia AI Backstop: Trader’s Playbook for the AI Ecosystem TraderInsight • September 2025 • NVDA, AI Infrastructure, Market Strategy Nvidia’s $100 billion deal with OpenAI reinforces its role as the Nvidia AI backstop — a financing partner to secure chip demand and...
by ADRIAN MANZ | Sep 23, 2025 | The Doctor's Dose
Is the Stock Market Overvalued? What Traders Should Watch Next TraderInsight • September 22, 2025 • S&P 500, Fed, Valuations The S&P 500 has set 28 record highs this year and sits near 6,664. But valuations are stretched to dot-com era levels, making many...
by ADRIAN MANZ | Sep 23, 2025 | The Doctor's Dose
Powell Speech Market Selloff: Why Stocks Dropped After Fed Remarks TraderInsight • Today • Federal Reserve, Markets, Equities Stocks fell sharply today after Federal Reserve Chairman Jerome Powell delivered a speech that rattled investor confidence. The Powell speech...
by ADRIAN MANZ | Sep 17, 2025 | The Doctor's Dose
Nvidia China Trade War September 2025: Beijing Blacklists RTX Pro 6000D China expands restrictions on Nvidia’s AI chips, intensifying trade war dynamics with the United States. Beijing Targets Nvidia’s Latest AI Chip The Nvidia China trade war September 2025 reached a...
by ADRIAN MANZ | Sep 17, 2025 | The Doctor's Dose
Federal Reserve Interest Rate Cut September 2025: What Traders Need to Know The Fed’s first cut in nine months reflects labor-market risks, sticky inflation, and shifting policy expectations. Fed Cuts Rates After Nine-Month Pause On Wednesday, the Federal Open Market...
by ADRIAN MANZ | Sep 16, 2025 | The Doctor's Dose
TikTok US-China Deal: Beijing Confirms Algorithm Use as Trump Extends Deadline TraderInsight • September 2025 • Tech, Social Media, Geopolitics Beijing has confirmed that TikTok’s U.S. app will continue to run on its Chinese-developed algorithm, even as Washington...
by ADRIAN MANZ | Sep 16, 2025 | The Doctor's Dose
The Federal Reserve heads into this week’s policy meeting with a crowded agenda and a rare layer of political drama. On Wednesday, the FOMC will unveil its policy statement alongside fresh economic projections and the quarterly grid of rate expectations. Markets are...
by ADRIAN MANZ | Sep 15, 2025 | The Doctor's Dose
Fed Rate Cut Trading Strategy: Stocks and Sectors to Watch The Fed is expected to cut rates by 1.5 percentage points over the next year. But not all cuts are bullish for all stocks. How the 2-year yield reacts will dictate whether traders lean into growth, cyclicals,...
by ADRIAN MANZ | Sep 10, 2025 | The Doctor's Dose
Novo Nordisk Job Cuts: 9,000 Roles Axed as Pharma Giant Restructures September 10, 2025 • Healthcare, Pharma, Markets Danish drugmaker Novo Nordisk, maker of the blockbuster weight-loss drug Wegovy, is embarking on a major restructuring under new CEO Maziar Mike...
by ADRIAN MANZ | Sep 10, 2025 | The Doctor's Dose
Lumber Prices Are Flashing a Warning Sign for the U.S. Economy TraderInsight • September 9, 2025 • Macro, Housing, Materials Lumber futures have fallen roughly a quarter from early August highs, even as major producers announce output cuts. In past cycles, this type...
