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Peter Borish asserts that the seven C's of commodities—coffee, corn, cotton, copper, crude oil, cocoa, and cattle—are essential indicators for understanding inflation trends and stock market shifts. Despite a decrease in inflation from its peak in 2021, recent price hikes in several of these commodities suggest potential inflationary pressures, with notable increases in coffee and corn prices. Borish emphasizes that while fluctuations in individual commodities may occur, a simultaneous rise across all seven C's could indicate a significant uptick in inflation that warrants careful monitoring.

An international coalition of law enforcement agencies has seized the official website of Garantex, a Russian cryptocurrency exchange accused of being associated with darknet markets and ransomware hackers. The U.S. Secret Service, working with a coalition of international law enforcement agencies, took down and seized the website following a warrant by the U.S. Attorney’s Office for the Eastern District of Virginia. This move is part of a broader effort to disrupt Garantex's operations in response to its alleged ties to illicit activities.

Anker's MagGo Magnetic Charging Station (8-in-1) is a game-changer for anyone looking to declutter their workspace or home office, offering a range of features that make it an essential tool for the modern tech user. With its speedy Q2-compatible charger and ability to supply power to up to eight devices, this versatile gadget is a must-have for anyone with multiple devices to charge at once. By providing a convenient and space-saving solution, Anker's MagGo station is helping people save money by reducing the need for multiple chargers.

At the Mobile World Congress (MWC) in Barcelona, several innovative tech prototypes were showcased, offering glimpses into potential future products that could reshape consumer electronics. Noteworthy concepts included Samsung's flexible briefcase-tablet and Lenovo's adaptable Thinkbook Flip AI laptop, both illustrating a trend towards multifunctional and portable devices. While these prototypes may never reach market status, they highlight the ongoing experimentation in technology that could lead to significant breakthroughs in gadget design.

Intel plans to continue relying on TSMC for chip production even as it ramps up its own 18A fabrication technology, with a current outsourcing rate of around 30%. Despite aspirations to minimize reliance on external suppliers, Intel acknowledges the benefits of maintaining a relationship with TSMC for certain niche products and fostering competition between its foundry and TSMC. The company is assessing the optimal percentage of products to outsource while focusing on increasing internal production to improve gross margins.

OpenAI and Oracle Corp. are set to equip a new data center in Texas with tens of thousands of Nvidia's powerful AI chips as part of their $100 billion Stargate venture. The facility, located in Abilene, is projected to house 64,000 of Nvidia’s GB200 semiconductors by 2026, marking a significant investment in AI infrastructure. This initiative highlights the escalating competition among tech giants to enhance their capacity for generative AI applications, as seen with other major players making substantial commitments to similar technologies.

Investors eager for President Trump's return to his first-term playbook of tweeting about the stock market may be waiting for a while, as tariffs have already hit equity prices hard in recent weeks. A growing number of Wall Street strategists point to Trump's likely first order of business: lowering bond yields, even if it comes at the expense of a falling S&P 500 (^GSPC). On Thursday, the broad-based index slipped, with year-to-date losses hovering near 1.5%.

Google has introduced AI-powered features designed to enhance scam detection for both text messages and phone calls on Android devices. The new capabilities aim to identify suspicious conversations in real-time, providing users with warnings about potential scams while maintaining their privacy. As cybercriminals increasingly utilize AI to target victims, Google's proactive measures represent a significant advancement in user protection against sophisticated scams.

Oil prices have fluctuated wildly as traders weighed the delayed US tariffs on Mexican imports against the prospect of sanctions on Russian and Iranian oil flows. The uncertainty surrounding these developments has led to a narrowing of WTI's prompt spread, indicating potentially looser market conditions. Meanwhile, OPEC+ plans to revive idled production in April have added bearish headwinds to the market.

Indian consumer products distributors have filed an antitrust case against big fast-delivery businesses of Zomato, Swiggy and Zepto, calling for an investigation into alleged deep discounting practices that are upsetting smaller retailers. Quick commerce sales are booming in India, with companies like Zomato, Swiggy and Zepto expanding their warehouses and gaining market share. The All India Consumer Products Distributors Federation has asked the Competition Commission of India to investigate how discounts are doled out by these companies.

U.S. stock markets experienced a sharp decline on Thursday following President Trump's announcement of temporary tariff exemptions for Mexico, causing uncertainty among investors regarding the administration's trade policies. The Dow Jones fell 1%, the S&P 500 dropped 1.7%, and the Nasdaq Composite plummeted over 2%, primarily due to concerns over the tech sector amid disappointing forecasts from chipmakers. Additionally, jobless claims data indicated a mixed economic picture, raising fears of potential stagflation as the markets reacted to the unpredictability of tariff negotiations.

Mistral's new OCR API is a multimodal tool that can turn any PDF document into a text file formatted in Markdown, a syntax used by large language models for their training data sets. This technology has become crucial for companies to store and index data in a clean format for AI processing. The API performs better than those from Google, Microsoft, and OpenAI on complex documents, including mathematical expressions and non-English texts.

Cisco, LangChain, and Galileo are collaborating to establish AGNTCY, an open-source initiative designed to create an "Internet of Agents," which aims to facilitate interoperability among AI agents across different systems. This effort is inspired by the Cambrian explosion in biology, highlighting the potential for rapid evolution and complexity in AI agents as they become more self-directed and capable of performing tasks across various platforms. The founding members believe that standardization and collaboration among AI agents will be crucial for harnessing their collective power while ensuring security and reliability.

Pressure on corporate bond spreads is likely to persist as investors grow cautious of the domestic economic outlook and await the implications of the global trade war, which has already led to the widest spreads since October 2024. High-yield bond spreads hit a peak of 299 basis points, their widest since October 2024, while investment-grade spreads also widened this week to an almost five-month wide. The widening of corporate spreads reflects investors' concerns about the negative economic consequences of an ongoing or even intensifying trade war.

DuckDuckGo is expanding its use of generative AI in both its conventional search engine and new AI chat interface, Duck.ai. The company has been integrating AI models developed by major providers like Anthropic, OpenAI, and Meta into its product for the past year, and has now exited beta for its chat interface. Users can access these AI models through a conversational interface that generates answers to their search queries.

Armis is acquiring Otorio, a specialist in securing industrial and physical environments, for $120 million in cash and shares. The deal will integrate Otorio's flagship product, Titan, into Armis' Centrix platform, expanding its focus from cloud services to industrial machinery and wider industrial environments. By combining their technologies, Armis aims to provide more comprehensive cybersecurity solutions across various physical spaces.

YouTube creators have been targeted by scammers using AI-generated deepfake videos to trick them into giving up their login details. The fake videos, including one impersonating CEO Neal Mohan, claim there's a change in the site's monetization policy and urge recipients to click on links that lead to phishing pages designed to steal user credentials. YouTube has warned users about these scams, advising them not to click on unsolicited links or provide sensitive information.

Telo Trucks has unveiled its new preproduction prototype for the electric MT1 mini-truck, which is now known as the Telo MT1. The company has over 5,000 preorders worth $250M+ in customer commitments, and is working with bespoke manufacturing partner Aria Group to enter the next development phase. The EV features a modular design, with an optional "Monster Tunnel" storage compartment across the truck's width.

While the Model Y Juniper refresh still comes with the battery capacity of its predecessor, in the US it may move to 4680 batteries with the increase of output spearheaded by Tesla and, now, LG. Tesla's battery supplier LG Chem has demonstrated a precursor-free cathode breakthrough that it will use to make cheaper cells with increased power output in cold weather conditions. Production of said precursor-free cathodes will begin by July, and LG might apply the method to the batteries produced in its Arizona factory that is set to open next year.

This innovative project showcases the ease of creating a versatile electronic component for simulating steering wheels in gaming setups. The Raspberry Pi Pico-powered protractor module uses a rotary encoder and displays measurement data on a 4-digit 7-segment display, offering precision-tuned sensitivity to suit various use cases. By leveraging the PIO on the Pico, Yaluke developed software with comprehensive USB support.

MongoDB's stock plummeted by 20.3% following the announcement of its Q4 2024 earnings, which, despite surpassing expectations, were overshadowed by disappointing guidance for 2025. The company reported a decline in gross profit margin and a significant drop in free cash flow, raising concerns about its financial health moving forward. Investors reacted negatively to the forecast of lower sales and earnings, signaling a potential downturn in the company's growth trajectory.

US chip stocks were the biggest beneficiaries of last year's artificial intelligence investment craze, but they have stumbled so far this year, with investors moving their focus to software companies in search of the next best thing in the AI play. The shift is driven by tariff-driven volatility and a dimming demand outlook following the emergence of lower-cost AI models from China's DeepSeek, which has highlighted how competition will drive down profits for direct-to-consumer AI products. Several analysts see software's rise as a longer-term evolution as attention shifts from the components of AI infrastructure.

U.S. chip stocks have stumbled this year, with investors shifting their focus to software companies in search of the next big thing in artificial intelligence. The emergence of lower-cost AI models from China's DeepSeek has dimmed demand for semiconductors, while several analysts see software's rise as a longer-term evolution in the AI space. As attention shifts away from semiconductor shares, some investors are betting on software companies to benefit from the growth of AI technology.

US stocks fell on Thursday as President Trump announced temporary exemptions on tariffs against Mexico, though the same caveat was not immediately applied to Canadian imports. The Dow Jones Industrial Average (^DJI) fell 1%, or around 450 points, while the S&P 500 (^GSPC) dropped 1.7%. The tech-heavy Nasdaq Composite (^IXIC) plummeted over 2% as investors weighed how far President Donald Trump would be willing to negotiate on tariffs.

iFlyTek, a Chinese artificial intelligence firm, is planning to expand its European business as trade tensions rise between the United States and China. The company aims to diversify its supply chain to reduce any impact from tariffs while working to expand its business in countries such as France, Hungary, Spain, and Italy. iFlyTek's expansion plans come after it was placed on a U.S. trade blacklist in 2019, barring the company from buying components from U.S. companies without Washington's approval.

The Dow Jones Industrial Average plummeted 1.3% and the S&P 500 dropped over 2%, with the Nasdaq Composite falling close to 3%, due to concerns over Trump's shifting tariff policy and worries about the economy. Investors are grappling with uncertainty surrounding tariffs on Mexico, Canada, and other countries, leading to a market correction if the losses hold. The tech-heavy Nasdaq is now more than 10% off its December record high.

US retailers are walking a tightrope between publicly scrapping diversity, equity and inclusion programs to avoid potential legal risks while maintaining certain efforts behind the scenes. Despite public rollbacks of DEI initiatives, companies continue to offer financial support for some LGBTQ+ Pride and racial justice events. Retailers have also assured advocacy groups that they will provide internal support for resource groups for underrepresented employees.

Publicis has reached an agreement to acquire data and ID technology group Lotame, planning to integrate it into its targeted marketing unit Epsilon, which drives the company's main business. The deal is expected to expand Publicis' individual consumer profiles to 4 billion from a current 2.3 billion, allowing the company to interact with nearly all adults who use the internet. This acquisition aims to solidify Publicis' position as the world's largest advertising firm.

Cortical Labs has unveiled a groundbreaking biological computer that uses lab-grown human neurons with silicon-based computing. The CL1 system is designed for artificial intelligence and machine learning applications, allowing for improved efficiency in tasks such as pattern recognition and decision-making. As this technology advances, concerns about the use of human-derived brain cells in technology are being reexamined.

JD.com Inc. posted its fastest revenue growth in almost three years after Beijing policies helped shore up consumer spending across the world's No. 2 economy, with sales rising by 13% to 347 billion yuan ($47.9 billion) for the December quarter. The company's strong results follow Alibaba's better-than-anticipated numbers last month, underpinning a more buoyant mood among Chinese tech companies after Beijing signaled renewed support for the private sector. Longer-term, JD is considered among the prime beneficiaries of Beijing's shift to consumption-led growth, a major change in policy driven in part by global macroeconomic uncertainty.

Eutelsat's shares have surged nearly 650% over four days, driven by a rally reminiscent of the Gamestop phenomenon, largely fueled by retail traders targeting this heavily shorted stock. The surge in stock price has been linked to speculation that Eutelsat could replace Starlink in providing internet access to Ukraine, igniting a fresh wave of investor interest. Despite this meteoric rise, analysts caution that the fundamental challenges facing Eutelsat remain, including significant investment needs and a recent downgrade in its credit rating.

US stock futures are declining as investors react to disappointing earnings from major companies like Marvell and Macy's, coupled with ongoing uncertainties surrounding President Trump's tariff policies. The Dow Jones Industrial Average, S&P 500, and Nasdaq are all experiencing downward pressure, particularly in the tech sector, where concerns about AI growth are exacerbated by a recent influx of cheaper Chinese AI models. As the market grapples with these challenges, a crucial jobs report looms, raising questions about the broader economic outlook.

DuckDuckGo's recent development of its AI-generated search tool, dubbed DuckDuckAI, marks a significant step forward for the company in enhancing user experience and providing more concise responses to queries. The AI-powered chatbot, now out of beta, will integrate web search within its conversational interface, allowing users to seamlessly switch between the two options. This move aims to provide a more flexible and personalized experience for users, while maintaining DuckDuckGo's commitment to privacy.

U.S. stock futures saw significant declines following disappointing earnings from Marvell Technology, which raised concerns about future growth in the AI sector. The Dow Jones, S&P 500, and Nasdaq all experienced losses as investors reacted to Trump's fluctuating tariff policies and broader economic anxieties. This downturn illustrates the fragility of market sentiments tied closely to tech performance and geopolitical factors.

Taiwan Semiconductor Manufacturing Company (TSMC) continues to assert its dominance in the semiconductor industry, leveraging its position to attract investment despite geopolitical tensions. The company has committed $100 billion to U.S. manufacturing and R&D, enhancing its global supply-chain security while catering to its American clientele, including major tech firms. As TSMC diversifies its operations beyond Taiwan, it not only mitigates risks but also fosters closer collaboration with U.S. partners, positioning itself favorably for future growth.

AMD FSR 4 has dethroned FSR 3 and Nvidia's DLSS CNN model, according to Digital Foundry, offering significant image quality improvements, especially at long draw distances, with reduced ghosting. The new upscaling method is available exclusively on AMD's RDNA 4 GPUs, but its performance and price make it a strong competitor in the midrange GPU market. FSR 4's current-gen exclusivity may be a limitation, but its image quality capabilities and affordable pricing provide a solid starting point for gamers.

Chinese researchers have developed a self-encrypting molecular storage system that uses organic molecules to store and encrypt data, with potential for ultra-high-density storage devices. The technology can operate with extremely low power consumption and perform built-in encryption using bitwise XOR operations. However, the short operational lifespan of atomic microscope tips remains a major obstacle, limiting its practicality for large-scale storage applications.

Investors seeking growth stocks at attractive valuations can consider Carnival Corp., Baidu, and PayPal Holdings, all of which are currently trading at low price-to-earnings multiples. Carnival Corp. is experiencing strong demand in the cruise industry, projecting significant earnings growth while trading at a forward P/E of less than 14, offering potential upside for investors. Baidu, with a forward P/E of under 9, is capitalizing on its artificial intelligence growth, particularly in its AI cloud services, despite overall revenue decline, positioning it for future gains.

Sol Daurella, the chairwoman of Coca-Cola Europacific Partners Plc, has been thrust into the public eye as her company is added to the FTSE 100 index, despite her preference for privacy. Over 33 years, Daurella has expanded her family's bottling business into one of the largest networks in Europe and Asia, significantly increasing its market value and share prices. As she navigates this new visibility, Daurella faces the challenge of driving growth through increased beverage consumption and strategic acquisitions.

The latest Morning Bid analysis highlights increasing anxiety in both Main Street and Wall Street as economic downturn fears loom amidst trade wars and government disruptions. While U.S. stock index prices have stabilized, concerns about corporate credit and potential recession risks are growing, particularly in the junk bond market. With a significant drop in M&A activity and mixed signals from corporate earnings reports, the financial landscape appears increasingly fragile.

Eutelsat's shares have experienced an astounding increase of nearly 650% over four days, largely attributed to retail traders engaging in a short squeeze reminiscent of the Gamestop phenomenon. The surge in stock price has been driven by speculation that Eutelsat could potentially replace Elon Musk's Starlink in providing internet access to Ukraine, following geopolitical tensions. Analysts suggest that this rally reflects not only the influence of retail investors but also a reaction to broader shifts in global politics, emphasizing the volatility of the market.

The global eSIM market has experienced significant growth, with shipments reaching 503 million units in 2024, representing a 35% year-on-year increase. This surge in demand is attributed to the increasing adoption of eSIMs for international travel, resulting in a 56% rise in eSIM profile downloads. The improved economic landscape and advancements in smartphone technology have also contributed to the growth of eSIM sales.

Investors are reassessing the reliability of the so-called "Trump put," which previously suggested that President Trump's policies would sustain stock market prices, as his recent tariff actions create uncertainty. The shift in focus towards bond markets, combined with declining consumer confidence, indicates a potential pivot in the administration's economic strategy that may not favor equity markets as strongly as before. As tariffs create volatility and investor apprehension grows, some remain hopeful that these measures are merely negotiating tactics rather than long-term economic threats.

The FTSE 100 Index opened lower amid fluctuating market conditions, with the pound making gains against the dollar as it surpassed the $1.29 mark. Market participants are closely monitoring U.S. President Trump's temporary suspension of tariffs on automakers, which has led to mixed reactions across European markets, with automakers experiencing a rally. As traders anticipate a potential interest rate cut by the European Central Bank, sentiment remains cautious amid broader economic uncertainties.

US stock futures sank on Thursday, pulling back from the previous day's rally as investors weighed how far President Donald Trump is willing to negotiate on tariffs. The Dow Jones Industrial Average futures fell 0.6%, while S&P 500 futures dropped 0.7%. Contracts on the tech-heavy Nasdaq 100 paced the declines, down about 1%. Shares of retail giants Macy's and Kroger will report earnings before the market opens, while Costco and Gap will share their results after the bell.

JD.com exceeded market expectations for quarterly revenue, driven by deep discounts and price cuts that encouraged customers to spend. The company's strong year-end sales were fueled by a surge in consumption sentiment, with CEO Sandy Xu expressing optimism for 2025. China's e-commerce leader JD.com reported double-digit growth in key metrics, including quarterly active users and shopping frequency.

TSMC's CEO C.C. Wei announced that the company's expansion in the United States is primarily driven by significant demand from U.S. customers, with production lines already fully booked for the next two years. The company's recent $100 billion investment plan will not detract from its ongoing expansion efforts in Taiwan, where it plans to build 11 new production lines this year to meet rising global demand. This strategic move highlights TSMC's role as a key player in the semiconductor industry while addressing concerns about over-reliance on Taiwan amid geopolitical tensions.

ADNOC has conducted its first trades using S&P Global Platts' pricing process for Middle East benchmark Dubai crude oil, marking a rare move by a major oil producer to participate in setting prices for crude produced in its own region. The trades were part of the 42 partials traded during the Platts Market on Close process, with ADNOC buying two partials from BP and Trafigura at $70.25 a barrel each. This development underscores the increasing importance of price discovery mechanisms in the Middle East oil market.

Analysis from STS Digital indicates that options pricing on Deribit anticipates a potential $5,000 price swing for Bitcoin (BTC) following a White House crypto summit hosted by President Donald Trump, where key industry players will gather. The summit may lead to announcements about a strategic Bitcoin reserve, which could significantly impact market volatility for BTC, Ethereum (ETH), and Solana (SOL). Traders are preparing for a turbulent weekend, as implied volatility for options suggests substantial price fluctuations following the event.

Alibaba Group's release of an artificial intelligence (AI) reasoning model has driven its Hong Kong-listed shares more than 8% higher on Thursday, outperforming global hit DeepSeek's R1. The company's AI unit claims that its QwQ-32B model can achieve performance comparable to top models like OpenAI's o1 mini and DeepSeek's R1. Alibaba's new model is accessible via its chatbot service, Qwen Chat, allowing users to choose various Qwen models.