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The biggest winners from AI may not be tech companies but the picks-and-shovels suppliers behind them
More than 200 industrial, utility, and mining companies are outperforming global equities
Bitcoin is failing as both a safe haven and a tech trade
BTC has fallen more than 50% from its peak despite geopolitical turmoil, as AI stocks and the looming SpaceX IPO…
Global HNWI wealth growth bypasses Middle East
HNWI wealth was up 8.7% globally, but down 1.5% in the Middle East
Muted AI exposure and war spell trouble for Indian equities
Foreign investment in Indian stocks dropped to a near 10-year low
Second AI wave is making b’naires of some unlikely candidates
While the so-called first wave of AI startups was mainly focused on products and sectors directly linked to the AI…
The Powell playbook ended Friday. The next one hasn’t been written
Kevin Warsh was sworn in as Fed Chair on Friday, pledging to lead a “reform-oriented” Federal Reserve and “escape static…
What April’s PMIs are telling us: Growth in the Eurozone is stagnating and the energy shock is clouding the outlook further
The manufacturing and services sectors took the biggest hit in recent readings
Adani’s regulatory unlock lands four days after Modi’s UAE visit
Three US agencies dropped, settled, or closed their cases against Gautam Adani over the past week, at the reported cost…
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