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A Special Report on Corporate Leverage, Private Credit Risk, and Market Signs of Nervousness The artificial intelligence revolution is no longer just a story of software breakthroughs and soaring stock valuations. It has evolved into one of the most capital-intensive infrastructure buildouts in … Source
The diesel fuel that powers the tractors and combines on Kelly Nieuwenhuis’s 3,000-acre Iowa farm costs almost double what it did earlier this year because of the war in Iran. Fertilizer prices are also rising, as Russia’s war in Ukraine drags on. And sales of the corn and soybeans that he grows … Source
Proposition 40, California's billionaire tax proposal, would authorize a one-time, 5% "wealth tax" on residents of the state with a net worth above … Source
AI can now fake the people you trust. Banks are figuring out what to do about it. In early 2024, an employee at global engineering firm Arup joined a … Source
GM just authorized $20Bn to buy back their own stock. That is 29% of their entire $69Bn market cap! This prompted me to have a conversation with Boaty McBoatface, our AGI valuation expert – asking him what this tells us about the state of the Auto Industry. As you’ll see, his response deserves a post […] Source
The buzzword of the 2026 U.S. midterm elections may be affordability, but growing anger over inequality is behind the sentiment. A Pew Research survey … Source
The Bridgewater founder says Big Tech’s borrowing spree is colliding with Washington’s debt, and he has pointed investors to gold and … Source
Rising borrowing costs and political uncertainty are putting France’s finances under pressure. Oxford Economics warns that a severe bond-market shock … Source
Clashes have broken out between police and protesters in cities across France as tens of thousands of people angered by rising costs and declining … Source
Axios, CNN, the FT and Forbes joined, yet Google gave no payment amounts or terms. How does this deal differ from the AI answer payments Google tests … Source
Since the advent of OpenAI's ChatGPT in late 2022, the list of possible indicators that the AI boom was about to go bust is long and keeps getting … Source
Quick Read NVIDIA at 43 times earnings depends directly on hyperscaler budgets holding, making it far more exposed than Microsoft at 29 times if AI … Source
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