The UK government's budget announcement will need to show fiscal discipline to satisfy gilt investors, and while our baseline sees enough credibility to nudge the risk premium in gilt yields lower, we are well aware of significant upside risks too.
Wedbush senior analyst Dan Ives has published his "Top 10" tech stocks he believes are best positioned to lead "the AI revolution," outlining why each company stands out as artificial intelligence becomes the global economy's defining growth driver.
A simple-minded interpretation of the Taylor rule suggests a decrease in the policy rate is not warranted, using the output gap, and perhaps not warranted using the unemployment gap.
HSBC analysts have reportedly modelled OpenAI’s data centre rental bill at about $620 billion in 2030, significantly higher than its projected 2030 revenue of $129 billion.
Pelosi criticizes Trump & GOP for driving up Thanksgiving dinner cost while families struggle. Dem lawmakers blame Trump's policies for record high grocery prices. GOP gives credit to Trump's policies for lower Thanksgiving costs.
Nvidia Corp. came in with yet another earnings beat, including in heavily scrutinized data center sales and gross margin. The beat sent shockwaves through cold November markets
A Google DeepMind researcher criticized Wall Street's reaction to Nvidia and AMD's stock dip, saying the market underestimates the booming demand for AI hardware as Google ramps up its TPU efforts and Meta considers using its chips.
