Nvidia China Trade War September 2025

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...

TikTok US-China Deal

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...

Fed Rate Decision and Dot Plot

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...

Fed Rate Cut Trading Strategy

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,...

Novo Nordisk Job Cuts

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...

Lumber Prices Warning Sign

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...

Biotech Stocks Year-End Rally

Biotech’s Breakout: Trading XBI Leaders into Year-End Biotech just put up a statement week: the SPDR S&P Biotech ETF (XBI) gained 6% while the broader healthcare ETF (XLV) slipped ~0.8%. When this corner of the market leads, risk appetite is usually...

Lowe’s Housing Rebound

Lowe’s CEO Marvin Ellison Prepares for Housing Rebound Sept 4, 2025 • Based on Barron’s interview with Marvin Ellison Overview Lowe’s CEO Marvin Ellison is positioning the company to seize growth when U.S. housing demand rebounds. Despite today’s sluggish home...

Broadcom AI Order

Broadcom Beats, Lands a New AI Customer — What It Means for Traders At a Glance Fiscal Q3 Revenue $15.95B (beat) Adj. EPS $1.69 (beat) Q4 Revenue Guide $17.4B (above consensus) AI Revenue Trend +63% YoY to ~$5.2B in Q3; mgmt sees further Q4 growth Stock Action Closed...