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.
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.
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.
CleanSpark Inc. (NASDAQ:CLSK) President and Chief Financial Officer Gary Vecchiarelli said on Tuesday that the company has a flexible approach to its Bitcoin
The company reported revenue of $223.7 million for the three months ended Sept. 30, while analysts expected $227.1 million, according to Fiscal.ai data.
AI market still in early stages of growth, Wedbush analyst predicts tech bull market will continue for 2 more years. Microsoft and Palantir top picks.Wedbush analyst Dan Ives says AI market is not a bubble, predicts 2 more years of tech bull market. Top picks are Microsoft and Palantir.
FBI seeks interviews with 6 Democratic lawmakers after Trump accused them of 'sedition', sparking a clash over political speech and presidential power.
Polymarket founder and CEO Shayne Coplan announced on Tuesday, November 25, that the prediction market platform has received approval from the Commodity Futures Trading Commission for intermediated trading in the U.S.
Buyers are back in control again, but we’re testing major resistance overhead. This is where my Pop & Pullback Strategy comes into play, and it’s my roadmap before the Holiday!
Sen. Elizabeth Warren (D-Mass.) criticized President Donald Trump's Department of Justice, accusing it of siding with landlords and price-fixing, and against the renters, following the settlement of a lawsuit with property management platform, RealPage.
Impax’s $100 million addition to Itron points toward the growing importance of smart-grid technology, where data, sensors, and analytics now determine how energy moves across cities. Here’s what that interest reflects — and why investors should take notice.
On Tuesday, Cathie Wood-led Ark Invest made significant trades. These trades were executed across multiple Ark ETFs and focused on tech as well as cryptocurrency-related companies.
Excluding food and energy, the month-over-month increase was only 0.1 Percent. Given that services are about two-thirds of the PPI, the Fed is happy with falling services and rising goods vs the other way around.
Market index trading began flat this morning, but was able to cruise to a higher altitude on news consistent with easing the Fed funds rate going forward.
Dell’s AI server orders were at a record $12.3 billion in Q3, and it continues to see increasing momentum, while HP is striving to make headway with its AI efforts.
White House National Economic Council Director Kevin Hassett has emerged as the leading candidate to become the next Federal Reserve Chair, according to a report published Tuesday.
Earnings season is slowly winding down, and throughout the period so far, Wayfair and American Express have been two big winners, with each seeing positive post-earnings reactions alongside announcing guidance upgrades.
Editor’s note: This article was originally published on Monday, Nov. 24. March arabica coffee (KCH26 ) on Monday closed up +7.10 (+1.92%), and January ICE robusta coffee (RMF26 ) closed down -53 (-1.18%). Coffee prices settled mixed on Monday. Arab...
In this video, Ira Epstein discusses recent economic data and its implications for potential interest rate cuts, noting the market's reaction to speculation that Kevin Hassett might be the next Federal Reserve chair.
Alibaba CEO Eddie Wu dismissed fears of an AI bubble as the company beat quarterly revenue and earnings expectations, pointing to surging demand, persistent global GPU shortages and strong underlying growth.
