Wall Street is banking on two interest rate cuts in 2025.

(Bloomberg) -- As Canada’s currency weakens, fund managers are leaning into sectors that pay expenses in the local currency while collecting revenue in US dollars. That has made buying stocks in gold miners a jackpot trade as the so-called loonie is expected to fall further.Most Read from BloombergTrump's Federal Funding Pause Threatens State Financials Texas HOA Charged With Discrimination for Banning Section 8 RentersBudapest Mayor Aims to Block Orban’s Plans to Build ‘Mini Dubai’Newsom Enlist

Shares of cybersecurity company CrowdStrike (NASDAQ:CRWD) jumped 8.5% in the afternoon session as the debate around the future of AI continues following the unveiling of DeepSeek. The market is recalibrating and rotating to stocks that are not only more insulated if DeepSeek prevails in the AI arms race but to stocks that may actually benefit no matter who wins that race. The proliferation of AI will be a general tailwind to demand for cybersecurity, big data, and automation software.

Shares of database software company MongoDB (MDB) jumped 7.8% in the morning session as the debate around the future of AI continues following the unveiling of DeepSeek. The market is recalibrating and rotating to stocks that are not only more insulated if DeepSeek prevails in the AI arms race but to stocks that may actually benefit no matter who wins that race. The proliferation of AI will be a general tailwind to demand for cybersecurity, big data, and automation software.

(Bloomberg) -- Bridgewater Associates co-chief investment officer Karen Karniol-Tambour said she favors equities over bonds as the resilient economy threatens to keep inflation elevated.Most Read from BloombergTrump's Federal Funding Pause Threatens State Financials Texas HOA Charged With Discrimination for Banning Section 8 RentersBudapest Mayor Aims to Block Orban’s Plans to Build ‘Mini Dubai’Newsom Enlists Magic Johnson, Guggenheim CEO for LA RebuildingVienna Embraces Heat Pumps to Ditch Russ

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 7.2% in the morning session as the debate around the future of AI continues following the unveiling of DeepSeek. The market is recalibrating and rotating to stocks that are not only more insulated if DeepSeek prevails in the AI arms race but to stocks that may actually benefit no matter who wins that race. The proliferation of AI will be a general tailwind to demand for cybersecurity, big data, and automation software.

Shares of internet security and content delivery network Cloudflare (NYSE:NET) jumped 9.4% in the afternoon session as the debate around the future of AI continues following the unveiling of DeepSeek. The market is recalibrating and rotating to stocks that are not only more insulated if DeepSeek prevails in the AI arms race but to stocks that may actually benefit no matter who wins that race. The proliferation of AI will be a general tailwind to demand for cybersecurity, big data, and automation

Shares of low code software development platform provider Appian (Nasdaq: APPN) jumped 7.8% in the afternoon session as the debate around the future of AI continues following the unveiling of DeepSeek. The market is recalibrating and rotating to stocks that are not only more insulated if DeepSeek prevails in the AI arms race but to stocks that may actually benefit no matter who wins that race. The proliferation of AI will be a general tailwind to demand for cybersecurity, big data, and automatio

This story incorporates reporting from AOL.Wall Street banks are seeking to mitigate losses from the debt associated with Elon Musk’s acquisition of Twitter. In an effort to recover a portion of their investment, these banks are attempting to sell senior portions of the debt at a value between $0.90 and $0.95 on the dollar, according to The Wall Street Journal. This strategy aims to regain some financial stability as banks still hold hopes of earning above break-even levels through their more ju

New mixed messages this week about President Donald Trump's implementation of tariffs are flummoxing markets and businesses hoping for clarity on the 2.0 version of Trump's trade policy.