China Construction Bank has become the first institution in China's interbank market to deploy a large language model for renminbi bond repo trading, covering credit-bond collateralized repos. The move places...
Andreessen Horowitz argues that long-horizon AI agents will shift revenue models from per-seat software subscriptions to outcome-based revenue sharing, starting in insurance, mortgages, and legal services. The thesis has significant...
CoreWeave's bonds have entered distressed territory with CDS implying 63% default probability, threatening $14.1 billion in high-yield data center bonds where it serves as sole tenant. Deutsche Bank warns Oracle...
Tesla's demonstration of a levitating Roadster showcases engineering prowess but lacks commercial value. While the event may boost short-term sentiment for Tesla's stock, it underscores the company's innovative edge over...
Goldman Sachs maintains its 12-month KOSPI target of 12,000 despite a 20% selloff, arguing the crash reflects a temporary buyer vacuum from buyback exits and concentrated foreign selling, not a...
TSMC reported Q3 revenue of $46.6 billion and guided Q4 above consensus, but the headline was capital expenditure: management said 2026–2028 capex will substantially exceed the prior three-year total of...
Chinese and Hong Kong equities rallied on October 16, led by defense, biotech, and AI hardware stocks. The Hang Seng Tech Index surged over 2%, while government bond futures rebounded...
BlackRock's Q3 AUM hit a record $15.49 trillion, half of US GDP, driven by $205 billion in net inflows and a 19% revenue jump. While private credit showed resilience, Moody's...
Hedge funds have wiped out two years of net buying in global AI stocks in just five trading days, triggering circuit breakers in Korea and record foreign outflows from Taiwan....
Fundstrat's Mark Newton recommends buying the recent tech dip while urging diversification, as debt concerns around AI infrastructure provider CoreWeave test the durability of the AI trade. The call highlights...
Global tech stocks lost over $1 trillion in market value this week amid doubts over AI infrastructure returns. Nvidia CEO Jensen Huang pushed back, defending CoreWeave and arguing that market...
Jim Cramer expressed support for Reddit and Rocket Lab while passing on SiTime, framing his picks around a 'rate test' as Federal Reserve hike odds persist. The split verdict highlights...
Elon Musk hinted at a possible Tesla-SpaceX merger ahead of the Roadster demo, while Polymarket traders give the car a 60% chance of flying. The speculation highlights the growing role...
PRL has surged over 60% in a week as investors bet on Pearl's model of letting AI inference workloads double as mining power. With a fully diluted valuation near $4...
KFC is switching its fountain beverage contract from PepsiCo to Coca-Cola, dealing another symbolic blow to Pepsi in the cola wars. The direct financial impact is small, but the competitive...
Google has cut magic-state preparation errors roughly 40-fold on its Willow quantum chip, hitting about 99.99% state fidelity. The result validates an error-suppression technique that quantum resource estimates had long...
MSCI has approved new rules that would exclude companies acting more like investment vehicles than operating businesses, putting Strategy and similar Bitcoin-treasury firms at risk of index removal. The move...
Bitcoin's one-year volatility has fallen to 43%, now within the range of S&P 500 stocks, according to a new Grayscale report. The shift could ease concerns among traditional investors and...
A 64-year-old business owner considers leaving 70% of his firm to his younger son, who works in the business, but worries about the son's marriage stability. This personal succession dilemma...
AI stocks are already under pressure, and strategists warn a Democratic midterm sweep could escalate the pullback into a full crash. Antitrust, tax, and AI-regulation risks target the market's most...
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