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Rising oil prices and producer inflation have heightened fears of a tighter Fed monetary policy. The Nasdaq 100 has faced significant losses, while Bitcoin struggles to act as a hedge, witnessing mas…
JPMorgan reports record-breaking global stock buybacks of $533 billion, largely driven by the technology sector. Increased cash flow relative to capital expenditure has provided companies with the fi…
Michael Saylor attributes recent Bitcoin outflows to capital rotation toward AI infrastructure rather than crypto weakness. Despite MicroStrategy's unrealized losses and minor asset sales, Saylor mai…
Alphabet announced an $80 billion equity capital raise to fund AI infrastructure expansion. The massive liquidity draw, coinciding with upcoming high-profile IPOs like SpaceX and Anthropic, tests mar…
Alphabet plans an $80 billion equity raise to fund AI expansion, including a $10 billion Berkshire Hathaway stake. This massive capital absorption, combined with upcoming mega-IPOs like SpaceX and An…
Big tech firms Microsoft, Alphabet, Meta, and Amazon plan massive AI capex around $600B in 2026, slashing free cash flow and share buybacks. Apple remains less impacted due to lower AI spending and s…
Tokenized US equities surged dramatically, driven by futures in tech majors like Meta, Microsoft, and Tesla, signaling structural shifts with strong investor interest in AI catalysts and earnings vol…