Stock market today: Dow, S&P 500, Nasdaq rise as weak ADP jobs data reinforces growing Fed rate cut bets

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• Blackwell unlocks potential of MoE models moving industry toward future where massive capability, efficiency and scale coexist

  80% confidence

• Low interest rates definitely help small caps

  80% confidence

• November's slowdown was broad-based and led by a pullback among small businesses

  80% confidence

• Acquisition of Warner Bros Discovery would reduce streaming costs by bundling Netflix and HBO Max

  80% confidence

• Big AI firms funding themselves means AI revenue quality isn't as good because they're putting their own capital at risk

  80% confidence

• Valuations, balance of payment dynamics and relative monetary policy cycles support further gradual dollar weakness

  80% confidence

• The decline in jobs was driven primarily by a sharp pullback from small businesses

  80% confidence

• Blackwell is transforming the economics of AI at scale in power- and cost-constrained data centers

  80% confidence

• Trade-weighted dollar will be 10% weaker by end of 2026

  80% confidence

• We're seeing seasonal stirrings of small-cap outperformance and the January effect

  80% confidence

• BlackRock executive's thought process on crypto has evolved

  80% confidence