Raoul Pal Says AI Spending Has No Ceiling. Are Tech Stocks in Danger?
Raoul Pal says AI capex by hyperscalers has no ceiling and calls Big Tech debt fears overblown, even as bond sales jump sharply in 2026.
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Oil's War Premium Could Vanish Fast Once a Hormuz Deal Lands, Analysts Warn
The war premium leaves Brent $20 above JPMorgan's fair value, and BMI expects a steep sell-off after a Hormuz deal.
33 Wall Street Giants Block Tokenized Stocks, But Apple and Tesla Stay Silent
JPMorgan, Coca-Cola, and 31 other companies used a new SEC veto to block tokenized stocks on OKX and ICE’s venue.
Could Bitcoin Price Crash Like Silver? Warning Signs Are Showing
Benjamin Cowen warns Bitcoin could follow silver's path after a fake-out, while Charles Edwards sees capped downside.
Fed Holds Rates, but Warsh Is Shrinking Its Rate-Setting Calendar
Warsh held rates at 3.75% to 4.00% and said the Fed rate-setting calendar will drop from eight meetings to seven in 2027.
Citi's Andy Sieg Still Recommends Private Credit Despite Market Volatility
Citi Wealth head Andy Sieg says private credit stays a core holding as fund withdrawal requests top quarterly caps.
Stablecoin Payments Are Fast. But They Have a Cost Problem
Moving $200 through stablecoins can cost around 60 cents, or nearly $18. That was the spread in a Bank of Italy experiment across ten international payment routes. Buying and cashing out the tokens drove much of the expense; moving them…
Microsoft Stock Climbs 5% as AI Spending Undershoots: Is Wall Street Rewarding Restraint?
Microsoft stock climbed nearly 5% after beating forecasts and spending $6.6 billion less than Wall Street expected.
Alphabet Stock Falls 8% Even as Cloud Sales Double: Is AI Spending the Problem?
Alphabet stock fell 8% as AI spending hit $51.4 billion, wiping out free cash flow despite 103% cloud growth.
MicroStrategy Approves Daily Dividends. Will Bitcoin Buying Return?
MicroStrategy wins a 99.3% vote for daily dividends after a week with no Bitcoin buys. Here is how it could restart buying.
Deutsche Bank Draws Record €47 Billion: Can Europe's Bank Stocks Recover?
Deutsche Bank drew a record €47 billion in Q3 as profit hit €1.9 billion, a test for European bank stocks after a 7% slide.
Fed Holds Rates but Quietly Rewrites One Line. Bitcoin and Gold React
The Fed held rates at 3.75%-4% in a 10-2 vote as Cook and Hammack pushed for a hike. Here is what traders expect next.