HeyJaredJake Conley
- Indexed articles, last 90 days
- 57
- Latest publication
- Sep 23, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
The future of AI growth rests on Big Tech's cash flow tripling to $2 trillion: Chart of the Day (opens the original)
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Big Tech's AI spending boom is carrying an ever-larger share of the US growth story. So far in 2026, investments tied to the AI build-out have been responsible for roughly one-fifth of US economic growth. This year alone, the four leading "hyperscalers" — Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta (META), and Microsoft (MSFT) — are expected to spend roughly $800 billion in capital expenditures, or 10 times their spend in 2019, only seven years ago, per Goldman Sachs. Sustaining that investment,
Six months in, Iran war leaves energy markets without clarity: 'We simply don’t know how to model the endgame' (opens the original)
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Six months into a conflict that has proven complex, costly, and highly unpopular, there remains no end in sight to the war in Iran. That's left the energy market — and the analysts and strategists who study it — with a deep lack of clarity. "For the first time since the start of the Iran conflict, we don't have a baseline view," commodities strategists at JPMorgan, led by Natasha Kaneva, wrote to clients on Thursday. "We simply don't know how to model the endgame." As the war enters its seventh
Fed officials' forecasts project one more rate hike to come in 2026 (opens the original)
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Most Federal Open Market Committee members see the need for at least one more 25 basis point rate hike this year, as 12 out of 18 members that submitted projections pegged their view of appropriate monetary policy in 2026 at an average of 4.125%. That rate implies one more 25 basis point hike to come by year-end. Four committee members see 50 more basis points' worth of rate hikes in 2026 as appropriate, while only two members see no more hikes this year — suggesting that the new effective targe
Oil prices tick up as conflict widens, disruptions grow in Middle East (opens the original)
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Oil prices spiked on Tuesday, climbing back toward recent highs as headlines from the Middle East — in particular, Saudi Arabia — intensified growing pressure on the physical market. Futures on Brent crude (BZ=F), the international benchmark, picked up more than $2.80 to cross back over $108.50 a barrel and approach the $109 mark seen on Monday. Meanwhile, those on US benchmark WTI crude (CL=F) jumped by roughly $3.50 to trade above $104.50. Worries about oil exports from the Persian Gulf contin
Stocks could have a tough road ahead if the Fed hikes rates: Chart of the Day (opens the original)
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Oil prices (BZ=F, CL=F) are solidly back over the $100 per barrel mark. The August payrolls report showed the US economy added three times as many jobs as expected. Consumer pricing data showed "core" pricing ticking up faster than expected. In other words, the case has grown increasingly strong for the Federal Reserve to issue its first rate hike in three years on Wednesday, as markets price in roughly a 90% probability of a quarter-point hike. If equity market performance remains true to histo
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For yahoo.com, the outlet · Measured Aug 1, 2026
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