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These 5 S&P 500 stocks are quietly going all in on AI.", "source": "MarketWatch", "url": "https://www.marketwatch.com/story/forget-nvidia-these-5-s-p-500-stocks-are-quietly-going-all-in-on-ai-68642f84?mod=mw_rss_topstories", "datetime": 1784555160, "category": "general" }, { "headline": "As the battle for AI supremacy intensifies, Trump White House reportedly contemplates a ban on Chinese models", "source": "MarketWatch", "url": "https://www.marketwatch.com/story/as-the-battle-for-ai-supremacy-intensifies-trump-white-house-reportedly-contemplates-a-ban-on-chinese-models-c8d9a0a0?mod=mw_rss_topstories", "datetime": 1784555040, "category": "general" }, { "headline": "Scared of the AI trade? 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"finviz" }, { "date": "2026-07-23", "time": "08:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Jobless Claims 4-week Average (07/18)", "prev": "214.25K", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-23", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Natural Gas Stocks Change (07/18)", "prev": "41Bcf", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-23", "time": "11:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "4-Week Bill Auction", "prev": "3.660%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-23", "time": "11:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "8-Week Bill Auction", "prev": "3.650%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-23", "time": "12:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "15-Year Mortgage Rate (07/24)", "prev": "5.93%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-23", "time": "12:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "30-Year Mortgage Rate (07/24)", "prev": "6.55%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-23", "time": "13:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "10-Year TIPS Auction", "prev": "2.169%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-23", "time": "16:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Fed Balance Sheet (07/23)", "prev": "$6.743T", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-24", "time": "08:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Building Permits Final (Jun)", "prev": "1.41M", "fcast": "1.367M", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-24", "time": "08:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Building Permits MoM Final (Jun)", "prev": "-0.9%", "fcast": "-3%", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-24", "time": "10:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "New Home Sales (Jun)", "prev": "0.58M", "fcast": "0.61M", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-24", "time": "10:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "New Home Sales MoM (Jun)", "prev": "-7.3%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-24", "time": "11:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Kansas Fed Composite Index (Jul)", "prev": "11", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-24", "time": "11:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Kansas Fed Manufacturing Index (Jul)", "prev": "19", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-24", "time": "13:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Baker Hughes Oil Rig Count (07/25)", "prev": "452", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-07-24", "time": "13:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Baker Hughes Total Rigs Count (07/25)", "prev": "588", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" } ], "policy_rates": { "US": 4.5, "Eurozone": 2.65, "UK": 4.5, "Japan": 0.5, "Switzerland": 0.25, "Canada": 2.75, "Australia": 3.85, "New Zealand": 3.5, "Sweden": 2.25, "Norway": 4.5 }, "macro": { "US": { "cpi": "2.8%", "cpiP": "3.0%", "gdp": "2.4%", "gdpT": "Q1 2025", "unemp": "4.2%", "unempT": "Jun 2025", "stance": "Hawkish Hold", "last": "Hold 4.50%", "next": "Jul 30", "pricing": "1 cut by Sep" }, "Eurozone": { "cpi": "2.1%", "cpiP": "2.2%", "gdp": "1.0%", "gdpT": "Q1 2025", "unemp": "6.3%", "unempT": "May 2025", "stance": "Dovish Easing", "last": "Cut to 2.65%", "next": "Jul 17", "pricing": "1 more cut 2025" }, "UK": { "cpi": "3.5%", "cpiP": "3.3%", "gdp": "1.3%", "gdpT": "Q1 2025", "unemp": "4.4%", "unempT": "May 2025", "stance": "Cautious Hold", "last": "Hold 4.50%", "next": "Aug 7", "pricing": "1 cut by Nov" }, "Japan": { "cpi": "3.6%", "cpiP": "3.2%", "gdp": "-0.7%", "gdpT": "Q1 2025", "unemp": "2.5%", "unempT": "May 2025", "stance": "Gradual Tightening", "last": "Hold 0.50%", "next": "Jul 31", "pricing": "Hike to 0.75% H2" }, "Switzerland": { "cpi": "0.6%", "cpiP": "0.3%", "gdp": "1.4%", "gdpT": "Q1 2025", "unemp": "2.8%", "unempT": "Jun 2025", "stance": "Neutral", "last": "Cut to 0.25%", "next": "Sep 18", "pricing": "Hold through 2025" }, "Canada": { "cpi": "2.9%", "cpiP": "2.7%", "gdp": "1.7%", "gdpT": "Q1 2025", "unemp": "6.7%", "unempT": "Jun 2025", "stance": "Easing", "last": "Cut to 2.75%", "next": "Jul 30", "pricing": "1 more cut 2025" }, "Australia": { "cpi": "2.4%", "cpiP": "2.8%", "gdp": "1.3%", "gdpT": "Q1 2025", "unemp": "4.0%", "unempT": "May 2025", "stance": "Easing", "last": "Cut to 3.85%", "next": "Aug 5", "pricing": "1-2 cuts by Dec" }, "New Zealand": { "cpi": "2.5%", "cpiP": "2.2%", "gdp": "0.7%", "gdpT": "Q1 2025", "unemp": "5.1%", "unempT": "Q1 2025", "stance": "Easing Cycle", "last": "Cut to 3.50%", "next": "Jul 9", "pricing": "2 more cuts 2025" }, "Sweden": { "cpi": "2.3%", "cpiP": "2.5%", "gdp": "1.1%", "gdpT": "Q1 2025", "unemp": "8.9%", "unempT": "May 2025", "stance": "Dovish Hold", "last": "Hold 2.25%", "next": "Aug 20", "pricing": "Hold through 2025" }, "Norway": { "cpi": "2.7%", "cpiP": "2.8%", "gdp": "1.5%", "gdpT": "Q1 2025", "unemp": "4.1%", "unempT": "May 2025", "stance": "Hawkish Hold", "last": "Hold 4.50%", "next": "Aug 14", "pricing": "Cut Q4 2025" } }, "sentiment": {}, "scenarios": {}, "gov_bonds": {} }