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Click here to read this on StonyFinLab.org
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Featured Story
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How Intel is Reclaiming the Future of American Tech
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Research Assistant: Sanjana Devineni
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Intel, backed by major CHIPS Act funding and over $100 billion in U.S. facility investments, is pushing its 18A process and expanding into a competitive foundry model. These moves aim to cut foreign reliance, boost national security, create jobs, and restore U.S. semiconductor leadership.
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IMF Slashes Global Growth Forecast to 2.8% This Year Due to Trump Trade War
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The IMF cut its global growth forecast to 2.8% amid rising trade tensions and policy uncertainty, warning that reduced investment and cautious businesses could further slow the world economy.
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Cracks Emerged in a Resilient US Economy Before War in Iran Sent Oil Price Rocketing
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U.S. growth slowed to 0.7% as consumer spending, investment, job gains, and inflation pressures worsened. Rising oil prices from global conflict added costs, increasing economic uncertainty heading into 2026.
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Action items for AI decision makers in 2026
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MIT Sloan experts say 2026 will be a “level-set” year for AI. Firms should prepare for enterprise-scale AI, cautious agentic adoption, enterprise generative use cases, clear leadership, “AI factories,” and real strategic value.
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Weekly Markets Monitor: Crisis hedge
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The World Gold Council’s Weekly Markets Monitor shows gold rising ~US$200 (≈4%) amid geopolitical risk, with mixed global markets, rising oil, softer activity, and history indicating gold often acts as a crisis hedge during major risk spikes.
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Recommended Video or Podcast
1.Video:Oaktree's Howard Marks on Unpredictablility, Importance and Investing in AI : [Click here]
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Howard Marks says AI makes markets more unpredictable, making forecasting harder. He warns of rising risk and tighter yields in private credit, stressing that sound investing still depends on human judgment.
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2.Video:Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits: [Click here]
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The video discusses Anthropic’s rapid growth, OpenAI’s strategic shifts, emerging competitive “AI moats,” and major Meta legal losses — highlighting shifting dynamics and tension across the AI landscape and tech leadership.
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3.Video:Hard Lessons: Stan Druckenmiller: Invest, then investigate: [Click here]
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Legendary investor Stan Druckenmiller reflects on his career and investment philosophy, emphasizing decisive action, learning from mistakes, and how he would build a portfolio today, including why contrarianism is often overrated.
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4.Podcast: How Geopolitics and AI Are Influencing Today’s Financial Markets: [Click here]
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Jeremy Siegel explains how geopolitical tensions like the Iran conflict, Federal Reserve policy, and AI-driven economic trends are shaping financial markets, influencing performance, risk, and long-term expectations.
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5. Podcast: How AI Is Reshaping Skills, Hiring, and Education: [Click here]
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AI is transforming hiring, education, and work toward a skills-based economy, increasing demand for specialized, judgment-driven skills and widening the gap between what workers know and what employers need.
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Conferences & Events
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“Analyzing Finance in New York” is a finance meetup offering market discussions, professional networking, and analytical insights. Held in NYC, it brings together attendees to explore trends, share knowledge, and connect with peers.The conference is on April 14, 2026
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The United States E-Invoicing Conference brings together procurement, finance, tax, and IT leaders to advance interoperable e-invoicing standards and share practical insights from industry adopters.The conference is on April 22, 2026
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Discounts and Support Us
• Recommended publications
Weekly finance reading: Barron's (Student offer: $2/week for one year).
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• Recommended financial apps
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Stock and ETF trading and investing (Join via the link to get up to 20 free shares): Webull.
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Crypto trading and investing (Join via the link to get $30 in BTC): Coinbase.
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Stock and ETF technical analysis tool (Join via the link to get $15 off your subscription): TradingView.
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Prediction market betting (Join via the link to earn $10): Kalshi
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Thanks to our members and volunteers (Seungyun Nam, Maliha, & Michelle,Yuelin Peng and Yilin Zhou) for contributions to this newsletter.
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To share information or research with the community, submit it through [Share]. We will include it if the content is deemed appropriate
Support our efforts to make free and useful financial education content by [Donating] to @stonyfinlab via Venmo!
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Stony Finance Lab is a community-driven finance network that aiming to promote personal financial responsibility and helping the community achieve financial confidence and intelligence through life-long learning. The newsletters are to share news and information on finance research, events, and jobs related to personal finance, investments of financial and digital assets, academic finance, and entrepreneurship. All newsletters are for information sharing only and shall not be deemed as financial advice. The Lab is not liable for the consequence of using any information contained in the emails.
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