Browsing: markets
Torsten Slok: AI hasn’t delivered on productivity hype, and it means ‘painful repricing’ of markets
The clock is ticking on AI to deliver on its promises of transformed workplace and economic productivity, and if lags…
SK Hynix: $29 billion stock offer going live this week will test investor appetite for AI stocks
South Korean chipmaker SK Hynix isn’t one of the Magnificent 7 stocks but is in a class of its own…
Sam Altman seeks new world order for AI as OpenAI slowly loses ground to Google and Anthropic
Tech stocks led declines globally overnight. The Nasdaq 100 closed down 1.54% yesterday. By contrast, the equal weight S&P 500…
Trump’s 927-page disclosure is just a normal Tuesday for direct indexing and crypto wealth managers
President Donald Trump’s latest financial disclosure has drawn attention for their sheer scale: thousands of stock trades, over $1 billion…
We’re about to head into Q2 earnings season and—as the recent market jolt around Apple’s price increase announcement shows—investors are…
The central bank of central banks sees a $1 trillion AI investment boom headed for a reckoning
The canal mania of the 1830s. The British railway bubble of the 1840s. The dot-com crash of 2000. Each began…
Trump won’t get what he wants from Kevin Warsh, a source says, as inflation will force Fed up
For Esther George, the former Kansas City Fed president and one of the most reliably hawkish voices to ever sit…
‘Memory supply crisis’: Wall Street triggers huge selloff in fear of looming chip shortages
Traders are selling tech stocks today in reaction to Apple’s announcement that it would have to raise the prices of…
Micron’s blowout quarter wasn’t just a beat. It was a restructuring of how Wall Street will price memory — and…
On Monday, the Department of Defense told senators it needed an additional $80 billion to cover the cost of the…












