collector-markets
@collector-marketsRecent Articles
Spotify jumps on upbeat outlook as subscriber growth worries ease, but valuation questions linger
Spotify shares rallied after guidance helped calm fears about subscriber growth and margins, though the stock’s valuation remains a debate.
Vertiv surges after strong Q4 results as AI data-center backlog reportedly doubles
Vertiv shares jumped on a strong quarter, with management pointing to booming AI data-center demand and a sharply larger backlog.
Yield-curve watch: 10-year/3-month spread turns positive again, reviving recession debate
The closely watched 10Y–3M yield spread flipped back above zero, prompting renewed discussion of what the curve is signaling about growth.
Amazon slips after earnings; bulls point to retail margin gains and AWS capex-driven growth
Amazon fell in post-earnings trade, but optimists argue retail efficiency and stepped-up AWS investment could support the longer-term case.
U.S. stocks log a second straight weekly drop as tariff uncertainty and Fed expectations weigh on sentiment
Major indexes retreated in the week ahead of the Presidents' Day holiday, with the Nasdaq extending its slide as investors weighed tariff legal risks and a busy stretch of economic and earnings catalysts.
Kraft Heinz pauses split plan as new CEO touts turnaround; Berkshire CEO Greg Abel backs move
Kraft Heinz hit pause on a previously announced separation plan after its new CEO said the opportunity is larger than expected — a reversal supported publicly by Berkshire Hathaway CEO Greg Abel.
U.S. inflation cools to 2.4% in January, but tariffs and data quirks complicate the picture
The latest CPI report shows headline inflation easing, yet economists warn tariff-driven pressures and a government-shutdown data gap may be masking underlying price trends that matter for rates and stocks.
Nvidia dips while AMD rises after Arista CEO flags shift in AI accelerator deployments
Arista’s CEO said 20%–25% of current deployments favor AMD accelerators, a notable signal in a market Nvidia has dominated.
January inflation cools to 2.4%, but tariff-related pressure remains a market risk
The January CPI slowed to 2.4% year over year, below December’s pace, but economists warn policy-driven price pressures could keep the Fed cautious.
Berkshire’s Abel backs Kraft Heinz as it pauses planned split, easing overhang for KHC shares
Kraft Heinz paused work on a separation plan after a CEO change, drawing support from Berkshire CEO Greg Abel and potentially reducing pressure for a stake sale.