AI

2 Sep2 Sep 2026 Dell Results Suggest AI Productivity Boom Is Here I. Dell Dell Technologies' stock price is soaring (chart). The company delivered a major beat across the board for its fiscal 2027 second… Ed Yardeni AI 27 Aug27 Aug 2026 AI Buildout Is Stimulating The Economy Nvidia's Q2 earnings report suggests that the AI spending boom is broadening. The company forecast 70% revenue growth next fiscal year, far… Ed Yardeni Nvidia 25 Aug25 Aug 2026 Peak Fear? Peak Yields? Peak Earnings? Peak AI? The answers are: Yes, Maybe, No, and No. We have nothing to fear but nothing to fear. The stock market likes to climb a… Ed Yardeni AI 18 Aug18 Aug 2026 AI-Led Economic Boom Driving Yields Higher In US As Japanese Yields Continue To Normalize Several factors are driving bond yields higher worldwide (chart). The war in the Middle East in March boosted yields amid concerns that soaring oil… Ed Yardeni Bond Vigilantes 5 Aug5 Aug 2026 US Economy Is Fine & The Fed Should Be Turning More Hawkish I. Macro The economy's two most important engines of economic growth, consumer spending and business investment, are booming. In Q2-2026 real… Ed Yardeni Consumer Spending 4 Aug4 Aug 2026 Stock Market's Summer Stall Is Over Thanks To The ‘OK Economy’ & FEMO In an interview with CNBC, US Treasury Secretary Scott Bessent said the US and Iran could reach an agreement to open the Strait of… Ed Yardeni Stock Market 27 Jul27 Jul 2026 AI Capex Boom Continues to Boost US Economic Growth I. On Industrials Investors are suffering from AI fatigue. They've concluded that there is no way to estimate whether all the capital… Ed Yardeni AI 19 Jul19 Jul 2026 GLOBAL MARKET CALL: Downgrading Emerging Markets To Market Weight We are downgrading emerging markets to market weight, not because the Go Global thesis is broken but because four separate short-term headwinds are… Ed Yardeni Global Market Call 14 Jul14 Jul 2026 A Refreshingly Cool CPI Inflation Report Must Please Warsh Will the FOMC raise the federal funds rate (FFR) at its July 28-29 meeting? Foggetaboutit! Today's CPI inflation report was surprisingly… Ed Yardeni CPI Inflation 9 Jul9 Jul 2026 June FOMC Minutes Confirm Fed's Hawkish Pivot I. Sentiment The S&P 500 first rose above 7,500 on May 14. It has continued to fluctuate around there since then.… Ed Yardeni Fed · Free