Jim Edwards

Jerome Powell said most consumer consumption comes from the rich. “The top third accounts for way more than a third of the consumption ... So it’s a good question how sustainable that is.”

Only in June does a plurality—41.9%—emerge on CME FedWatch for a further cut, to 3.25%.

With fresh money on the horizon it is unsurprising that the markets have shrugged off their worries about AI and Bitcoin.

BlackRock’s ETF now owns 3.9% of all existing Bitcoin, more than Strategy.

Senior central bank chiefs see excess liquidity in a range of asset markets. 

Michael Saylor’s Strategy, the leading Bitcoin treasury company, now has a stock market cap worth less than the Bitcoin it holds.

Bigger is not necessarily better, these execs say.

Unfortunately, the tech sector is spoiling the party: Bitcoin sank to $85K early this morning.

The pile up of at least $96 billion in debt by OpenAI's partners highlights the growing risks around the loss-making AI company.

As we head into the December holiday season, investors have good reasons to be jolly.

“We're looking for Investments that are ready to scale, ready to partner, deploying responsible AI," she said.

Nvidia is a fly in the market’s soup, but the soup still tastes pretty good.

The lower Bitcoin tumbles, the less it looks like "digital gold."

A majority of payments-in-kind deals, usually offered to riskier corporate borrowers, are now of the kind that indicates distress, Lincoln International says.

Nvidia investors sold upon hearing good news, while everyone else is buying into a Fed rate-cut scenario.

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

“The threshold for such an event is coming closer to us year by year,” says Théau Peronnin.

All five companies companies generate more than enough cash to cover their operations but the arrival of debt vehicles to fund AI has complicated the investment case for tech stocks.

“Customers won’t demand it. They'll just say, I don't want to get in a self-driving car,” David Risher says.

71,000 startup founders, venture capital investors, and tech CEOs, gathered under literal storm clouds in Lisbon, Portugal, to discuss the future of AI.