AI Barometer
AI Barometer is your guide to the AI industry, tracking the latest developments, technological breakthroughs, and market trends in real time. It also offers in-depth analysis of AI index moves and industry hotspots to help you grasp the pulse of AI growth.
Zscaler beats earnings but plunges—has the real AI security breakout arrived? Will zero trust become the next 2x dark horse?
Zscaler’s Q3 revenue and ARR both grew 25% YoY, and margins hit a record high. So why did the stock sell off anyway? This deep dive unpacks the AI-era shift in cybersecurity and explains the core value of zero trust, SASE, AI Red Teaming, and Agentic SecOps, while comparing leading U.S. AI security names to uncover hidden opportunities in the AI security theme.
Fed forecasts another hike in 2026; Warsh’s abstention draws attention
The Fed’s latest economic projections show another possible rate hike in 2026, with the median rate forecast rising to 3.8%. But new Chair Kevin Warsh did not submit his own forecast and confirmed his abstention at the press conference, drawing market attention to changes in the Fed’s communication strategy.
Fed FOMC statement: Rates kept unchanged at 3.5%-3.75%
The Fed’s latest FOMC statement keeps the federal funds target range unchanged at 3.5% to 3.75%. It says economic activity continues to expand at a steady pace, employment remains balanced, and inflation is still above the 2% target as the committee stays committed to price stability.
Fed dot plot may fade: Can Warsh’s debut signal a rate hike?
Ahead of new Fed Chair Warsh’s debut, the dot plot and forward guidance may be weakened as markets watch whether he shifts toward an inflation-hawk stance. Inflation, jobs and energy prices are all pushing up rate-path expectations.
Tech stocks got crushed! Nvidia, Broadcom, and Micron all plunged—should retail investors run or buy the dip?
The Nasdaq pulled back sharply, with AI chip leaders like Nvidia, Broadcom, and Micron all falling together. This piece breaks down the selloff from three angles—Fed rates, crowded positioning, and earnings expectations—separates sentiment-driven selling from fundamental deterioration, and maps out dip-buying signals and sector rotation opportunities in tech.
High Fuel Prices May Weigh on Airline Profits: UBS View
UBS says if fuel prices stay high for long, airline profits could face downside risk. Fuel makes up about 30% of operating costs, and the firm suggests fare increases, flight cuts and fuel hedging.
Wall Street is already all in for 2026! Physical AI is about to spawn the next trillion-dollar giant. 4 companies, fully broken down
The AI theme is evolving in 2026, and Wall Street is fully deploying into Physical AI! Moving beyond traditional chatbot-style digital AI, the focus is now on Physical AI that lands in the real economy. This episode breaks down four core companies—Serve Robotics, Intuitive Surgical, Cognex, and Rockwell Automation—covering earnings, business models, investment opportunities, and risks, so you can understand the next trillion-dollar wave and the new main theme for tech investing in 2026.
Goldman Sachs Says SpaceX AI Revenue Could Grow 100x by 2030
Lion City Finance reports that Goldman Sachs forecasts SpaceX's AI business revenue to rise from $3.2 billion in 2025 to $322 billion in 2030, or about 100x, supporting valuation and free-cash-flow improvement.
One gallon of diesel could shake a country! Why is Australia 100 times more fragile than you think?
As global diesel prices rise, the shock spreads from transport and agriculture into the entire supply chain. This piece explains Australia’s dependence on resources, lack of domestic fuel, heavy mortgage burden, and weak manufacturing base, then compares it with Norway’s sovereign wealth fund to show the hidden inflation and downside risks in the Australian economy.
