WSJ’s Andy Kessler Predicts How the AI Boom Could End
Wall Street Journal columnist Andy Kessler argues that falling AI model prices and the shift toward smaller, local models could disrupt the data center boom.
by Ryan Perrakis//5 minute read
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Wall Street Journal columnist Andy Kessler argues that falling AI model prices and the shift toward smaller, local models could disrupt the data center boom.
by Ryan Perrakis//5 minute read
Morgan Stanley traders are pitching Travelodge bonds as a potential buy, highlighting an opportunity in overlooked hotel debt amid volatile credit markets.
by Scott Matherson//4 minute read
Broadcom CEO Hock Tan compared AI investing to casino gambling, warning that enthusiasm for artificial intelligence carries risks as infrastructure costs rise.
by Kayode Adeoti//4 minute read
Amazon is reportedly in talks to acquire AI startup Decart for about $7 billion. The deal could strengthen AWS Trainium chips, AI software and competition with Nvidia.
by Ryan Perrakis//5 minute read
The S&P 500 has climbed 14% to record highs in 2026, but more than 40% of its stocks are down. AI leaders, chipmakers and higher interest rates explain the gap.
by Scott Matherson//5 minute read
Saudi Aramco stock fell on October 12 after a second attack on Riyadh airport heightened regional security concerns and added uncertainty to Gulf markets and energy supplies.
by Best Owie//4 minute read
IonQ has agreed to acquire cybersecurity company Elisity in an all-stock deal worth up to $1.3 billion, expanding its quantum security and enterprise protection business.
by Kayode Adeoti//4 minute read
CME Group’s lawsuit against the CFTC could reshape US crypto perpetual futures, affecting how exchanges list contracts, regulatory oversight and potential tax treatment.
by Scott Matherson//5 minute read
US bank earnings on October 13 will offer clues about whether rising Treasury yields are increasing borrowing costs, slowing loan demand and pressuring bank profits.
by Ryan Perrakis//5 minute read
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