Monday Headlines: Wall Street strategists see big payoff from tech’s AI spend
Yahoo Finance: Wall Street strategists see payoff from Big Tech’s AI investment Wall Street Journal: Why Big Tech’s AI Spending Is $3 Trillion Higher Than It…
Friday Headlines: Cooler inflation may force Fed to re-think rate hike
Reuters: Cooler inflation data may force Warsh’s divided Fed to hold the line on rates Bloomberg: OpenAI’s Annualized Revenue Tops $40 Billion Ahead of IPO Wall…
Thursday Headlines: Anthropic investors see $2 trillion valuation
Financial Times: Anthropic investors bet on $2tn valuation in record IPO Stocktwits: Michael Burry Calls Nvidia’s $500B Wall Street Tie-Up A ‘Sign Of Desperation’ Financial Times:…
Wednesday Headlines: BofA to deploy $250 billion to back AI and energy infrastructure
Wall Street Journal: Bank of America to Deploy $250 Billion to Bolster AI and Energy Infrastructure Bloomberg: Jane Street Repaying $5.5 Billion Loan in Overhaul of…
Tuesday Headlines: Anthropic moves to shore up investor confidence ahead of IPO
Wall Street Journal: Anthropic Tries to Shore Up Investor Confidence Ahead of Blockbuster IPO CNBC.com: Nvidia lines up $500 billion in financing as CEO Jensen Huang…
Monday Headlines: Investors clamor to invest in Situational Awareness
Bloomberg: Investors Clamor to Bet on AI Whiz Kid’s Fund After Situational Awareness Turmoil Reuters: Berkshire Hathaway accelerates buybacks, lowers cash stake as profit tops forecasts…
Friday Headlines: Private-credit fears ease
Bloomberg: Private Credit Funds Avert Worst Fears and Rebound From Lows Wall Street Journal: Ratings Firm Accused of Grade Inflation Vouched for $40 Billion of Insurer…
Thursday Headlines: Big law firms mull stake sales to private equity
Financial Times: Biggest US law firms explore selling stakes to private equity Bloomberg: JPMorgan CEO Dimon Says Leverage in Market Is ‘Pretty High’ CNBC.com: As Warsh…
Wednesday Headlines: Wells Fargo to offer tokenized deposits for corporate clients
Wall Street Journal: Wells Fargo to Roll Out Tokenized Deposits for Corporate Clients Financial Times: Banks to offload $15bn of debt for Anthropic data centre backed…
Tuesday Headlines: Citadel Securities see $500 billion debt binge for chips
Bloomberg: Citadel Securities Sees a $500 Billion Chip Financing Debt Binge Financial Times: Inside Google’s $200bn Wall Street finance machine for Anthropic Wall Street Journal: Visa…