Monday Takeaways: Credit Markets Send All-Clear Signal | SPONSORED | | Forget Nvidia, This "Ghost Town" Company Holds the Key to the AI Boom Nvidia, AMD, Intel, Taiwan Semiconductor Manufacturing, Google, Microsoft, Apple, Tesla, Oracle, Palantir, IBM… They all need this little-known company's product. And this company has a virtual monopoly in the U.S. That means this company that's located in an American ghost town — with only 30 people — could be the key to the $100 trillion AI boom. | | | | | Shah Gilani Chief Investment Strategist | The credit markets are telling us something important... Investment-grade and high-yield spreads over Treasurys are at remarkably low levels - the kind of tight spreads that signal zero concerns about corporate health or the economy. And why would there be? GDP just clocked in at 3.8% growth. But here's where it gets interesting... - 2026 earnings estimates now expect 13.7% growth
- Performance chasing still hasn't fully kicked in
- The first potential government shutdown in seven years is looming.
That shutdown could be our opportunity. If we see a dip, I'll be buying more. I'll explain why the credit markets' all-clear signal is so powerful, what analysts' rising forecasts really mean, and how to play the potential shutdown scenario. Click here or on the image below to find out why I'm hoping for a pullback. Cheers, Shah Want more content like this? | | | | | |
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