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...

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...

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...

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: 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: 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 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’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 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 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...

CDC Shake-Up Puts Vaccine Trades in Play Washington’s overhaul of the nation’s public-health apparatus is no longer background noise—it’s a live catalyst for vaccine names. This piece explains how CDC turmoil and vaccine stocks intersect with trading tactics you can...

Figma earnings miss: What traders need to know now Figma’s first report as a public company came in hot on revenue growth—but cool on expectations—sending shares sharply lower after hours. Below is the fast read for day-traders and swing-traders, followed by deeper...

Alphabet antitrust ruling sends shares to a record high A federal judge issued targeted remedies in the Google search case—no breakup, no ban on default-search payments—fueling a sharp rally in Alphabet and a relief pop in Apple. Updated September 3, 2025 Alphabet...

Trump Administration Locks Intel Into Foundry Business with Equity Stake The Trump administration has taken the unusual step of converting $8.9 billion in Chips Act manufacturing grants into a direct 10 per cent equity stake in Intel, a move designed to keep the...

Global End of De Minimis: Understanding U.S. tariffs on small packages The U.S. has begun charging duties on all inbound parcels—regardless of value—after suspending the long-standing de minimis waiver. Here’s what changed, why it happened, and how it affects...