AI jitters: Deutsche says this subsector may offer some protection
A new phase in the AI trade is forcing investors to separate Big Tech’s winners from losers —…
Eisman has doubts about AI. ‘Big Short’ investor just sold key tech stock
Steve Eisman, the investor made famous by The Big Short, said he has reduced his exposure to artificial…
Goldman cuts oil forecast as Hormuz deal brings forward supply recovery
Goldman Sachs cut its oil price forecasts after President Donald Trump reached an interim deal with Iran to…
Investors are due a brutal wake-up call as economic reality sets in
Investors are dangerously underestimating the lasting impact of the Middle East war, as markets rally on optimism over…
Why oil shock could cool inflation amid consumer cutbacks
Oil prices spiked once again on Monday morning, rebounding above $100 a barrel after Middle East peace talks…
AI threat plagues software stocks after latest updates from Anthropic
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide…
Iran oil shock stirs memories of 1997 Asian Financial Crisis — but here’s why history may not repeat itself
A month into the worst oil supply disruption since the 1970s Arab embargo, the economic pain spreading across…
How Iran oil shock differs from 1970s stagflation
Key Points Fears of higher prices and slower economic growth have unsettled markets over the past week following…
AI robots may outnumber workers in few decades: former Citi exec
AI robots will exceed the working population within a few decades as more firms adopt AI agents and…
Space X, OpenAI and Anthropic could IPO this year — but is it willing to pay?
Highly anticipated public listings of SpaceX, OpenAI and Anthropic are expected this year, but questions remain over whether…
China’s ‘Silicon Valley’ is building robots and fortune-telling AI apps at the same time
HANGZHOU, China — In what is sometimes dubbed China’s Silicon Valley, tech giants and startups in Hangzhou are…
Healthcare ultimate hedge against AI correction, Kepler Cheuvreux says
Key Points Talk of an AI bubble has grown since high-profile investor Michael Burry, known for predicting the…