Trend On Verge
‘Trend On Verge’ delivers sharp insights on global markets and emerging tech.
Stay updated with expert-backed analysis on economy, big tech, AI, and more — five times a week.
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November CPI Cools to 2.7% — But Can the Fed Trust It? Government Shutdown Distortion and January 2026 Rate Cut Expectations
✔ November CPI fell to 2.7% YoY, with core CPI at 2.6%.
✔ The data is clouded by a federal government shutdown that disrupted October price collection.
✔ The BLS confirmed CPI data collection resumed on November 14, 2025.
✔ Markets price a January 2026 rate cut at roughly 25–30%, with a hold still the base case.
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Micron Earnings Shock: How AI Memory Bottlenecks Are Driving a Structural Re-Rating of MU Stock
✔ Micron beat estimates and issued a sharply higher forward outlook.
✔ AI servers are creating a memory bottleneck centered on HBM and server DRAM.
✔ This earnings beat signals a structural shift, not a one-off rebound. -
What the U.S. Unemployment Rate at 4.6% Really Means: Will the Fed Speed Up Rate Cuts in 2026?
✔ A 4.6% unemployment rate signals labor market cooling, not an immediate recession.
✔ The Fed’s policy focus is gradually shifting from inflation control to employment risk management.
✔ In 2026, the timing and pace of rate cuts matter more than the total number.
✔ Markets are reacting less to recession fears and more to policy easing expectations. -
U.S. Government Shutdown Fallout: Why CPI and Jobs Data Aren’t “Working Normally” in December — and Why Markets Are More Volatile
✔ The 2025 U.S. government shutdown led to the cancellation of October CPI, creating a major inflation data gap.
✔ October’s unemployment rate was not released for the first time since 1948, weakening labor market assessment.
✔ November CPI may reflect missing data, delayed pricing, and timing distortions, making it abnormal.
✔ In this environment, policy signals and multi-month trends matter more than single data points. -
AI Spending Hits a Reality Check: Oracle and Broadcom Earnings Reveal Why Rising AI CAPEX Isn’t Lifting Stock Prices Yet
✔ Oracle’s AI demand is rising, but higher CAPEX and cautious guidance pressured its stock.
✔ Broadcom posted strong AI revenue growth, yet margin concerns drove shares lower.
✔ Investors are shifting focus from AI revenue growth to margins and free cash flow.
✔ The AI investment cycle is moving from expansion to profitability validation. -
AVGO Earnings Beat: AI Chip Demand Surges, but Why Did Broadcom’s Stock React Mixed?
✔ Broadcom delivered a strong earnings beat, driven by rapid AI semiconductor growth.
✔ The company raised its next-quarter revenue forecast to $19.1B, including $8.2B in AI chip sales.
✔ AVGO stock reacted mixed due to valuation pressure and limited customer disclosures.
✔ Broadcom’s long-term strategy—AI accelerators, networking chips, and VMware—supports durable structural growth.
