UnitedHealth is finally getting its act together. I’m buying into the turnaround
Part of my investment process is finding strong management teams that have a successful track record. UnitedHealth Group…
Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
Nvidia, Wall Street asset managers partner on $500B AI push
NVIDIA Corp. CEO Jensen Huang speaks during a joint press conference with representatives of Fujitsu Ltd., FANUC Corp.…
AI’s impact on economic growth: KKR
A KKR logo displayed on the floor of the New York Stock Exchange on Aug. 23, 2018. Brendan…
Private credit defaults hit record high as interest rates soar
Defaults in private credit have been reaching record highs, and fund redemptions have exceeded inflows in some of…
401(k)s may use alternative investments: Labor Department proposal
A sign is displayed at the Department of Labor Frances Perkins Building on June, 2025, in Washington. Kevin…
Jamie Dimon says ‘watch out’ as lofty asset prices add to economic risks: ‘My anxiety is high’
Jamie Dimon, chief executive officer of JPMorgan Chase & Co., during the 2025 IIF annual membership meeting in…
Private credit stocks plummet on concern about exposure to software industry disrupted by AI
Blue Owl signage outside the Seagram Building at 375 Park Avenue in the Midtown East neighborhood of New…
Canada Pension to Boost India Investments After Portfolio Surges to $22 Billion
Canada’s largest pension fund will further boost its investments in India, where it has tripled assets under management…
Medline Said to File Publicly for US IPO as Soon as Tuesday
Medline Inc. filed publicly for a US initial public offering, setting the stage for what would be among…