Federal Reserve Governor Michelle Bowman said the latest labor figures support her call for three interest-rate cuts this year. Markets will parse upcoming inflation prints and FOMC commentary to gauge the pace and size of any easing, with implications for Treasury yields, the dollar, and equity risk appetite.
Source: Seeking Alpha
Nvidia reportedly wins U.S. licenses to export H20 AI chips to China
Nvidia has begun receiving U.S. licenses to ship its China-compliant H20 accelerators, according to reports. The move could reopen a crucial market under export constraints, with knock-on effects for AI infrastructure demand, supply chains, and Washington–Beijing tech policy dynamics.
Source: Seeking Alpha
Trump administration said to weigh marijuana rescheduling
President Trump is reportedly considering reclassifying marijuana to a less dangerous status under federal law. Rescheduling could ease research barriers and, if moved to Schedule III, alleviate punitive 280E tax treatment for plant-touching businesses—catalysts that would likely reverberate across U.S.-listed cannabis stocks and lenders.
Source: Seeking Alpha
Effort to end U.S. control of Fannie Mae and Freddie Mac hits roadblocks
The push to take the mortgage giants out of federal conservatorship faces new obstacles, tempering expectations for a near-term resolution. Any path forward will shape mortgage market liquidity, capital standards, and the outlook for GSE equity and preferred investors.
Source: Seeking Alpha
OpenAI’s GPT-5 takes the AI spotlight
OpenAI’s latest GPT-5 model is drawing investor attention as the generative AI race accelerates. A step-up in model capabilities tends to amplify enterprise AI adoption—and with it, spending on cloud, semiconductors, and specialized infrastructure from hyperscalers and chip suppliers.
Source: Seeking Alpha
Real estate stocks dip as earnings lag expectations
Property shares slipped after financial results missed forecasts, underscoring lingering pressure on parts of the sector. Investors are watching guidance on occupancy, rents, and balance sheet leverage as the interest-rate path comes into clearer view.
Source: Seeking Alpha
Tech’s entry-level crunch: CS grads struggle amid AI coding tools and layoffs
Computer science graduates are finding it harder to land roles as big tech trims headcount and embraces AI-assisted coding, according to a new report. The shift highlights a changing skills mix in software work and may influence labor costs, productivity, and how companies structure early-career hiring.
Source: The New York Times
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