Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 18 min 29 sec ago
Chart Of The Week: Spending Like It’s 1998
Tech leaders like Microsoft and Nvidia are spending at 1998 levels, yet rational valuations distinguish the AI boom from the dotcom bubble.
Mortgage Buyouts: A Beginner’s Guide
Mortgage Buyouts: A Beginner’s Guide
These 3 Silver Mining Stocks Remain Worth Buying In 2026
Silver supply deficits are driving prices toward historic highs. Hycroft Mining (HYMC), First Majestic Silver (AG), and Pan American Silver (PAAS) leverage record margins and resource growth to outperform as industrial demand surges.
S&P 500 Earnings Dashboard 25Q4 - Friday, Feb. 27
25Q4Y/Y earnings are expected to be 14.3%. Excluding the energy sector, the Y/Y earnings estimate is 14.7%.
PPI Producer Price Index Inflation Jumps Another 0.5 Percent Led By Services
Services PPI surged for the second month, up another 0.8 percent.
GBP/USD Slips As U.S. PPI Lifts U.S. Dollar, Middle East Risks Rise
GBP/USD falls after core PPI jumps to 3.6%, supporting a less dovish Federal Reserve outlook.
"Interim" Disinflation Within The Inflationary Macro
The view is and has been disinflation first, then a return of the inflationary macro.
Softs Report - Friday, Feb. 27
Cotton and coffee prices fell on weak export demand and favorable weather, while cocoa faces pressure from shrinking global consumption.
Nvidia's Massive Free Cash Flow Margins Could Push NVDA Stock 45% Higher
The massive cash generation, combined with projected revenue growth, suggests the stock is significantly undervalued at current levels.
Why Every Sales Organization Needs a Commission Calculator for Sales Success
Why Every Sales Organization Needs a Commission Calculator for Sales Success
Stock Analysis: Sanofi
Sanofi engages in the research, production, and distribution of pharmaceutical products. It operates through its Biopharma segment.
TRUMP Coin Extends Decline Amid Memecoin Dip: What’s The Outlook?
TRUMP memecoin slipped to lows of $3.35 as memecoins dump.
Why Tesla Stock Keeps Falling: Here’s Top 3 Reasons
TSLA trades near $400, down about 9% year to date.
Steep Drawdowns For PE Stocks
Private equity firms like Apollo and KKR are cratering as AI fears trigger an average 43% drawdown.
Ethereum Price Outlook After FG Nexus Sells 7,500 ETH
Ethereum faces short-term pressure as treasury firm FG Nexus offloads 7,500 ETH, pushing the price below the $2,000 threshold.
The Holistic Mental Health Method: Natural Self-Healing for Mind and Soul
The Holistic Mental Health Method: Natural Self-Healing for Mind and Soul
Construction Spending Mainly Flat Nominally And Declining In Real Terms, Except For AI Data Center-Related Boom
Real construction spending is falling as rising material costs and hot inflation data pressure the sector.
Silver Surges Over $93 In New York, And Up To $106 In Shanghai
Silver prices surged to $93.34 in New York and over $106 in Shanghai, marking a nearly 50% rebound since early February.
Dow Eyes First Monthly Loss Since Liberation Day
Stocks are swimming in red ink to end the week, looking to close February with a thud.
Amazon To Invest $50 Billion In OpenAI, Expands AI Partnership
Amazon has announced a landmark $50 billion investment in OpenAI as part of a record-breaking $110 billion funding round.
