Iran Conflict Puts the Emerging-Markets Revival to the Test
Bloomberg (Bloomberg) — The war in Iran has dealt a blow to one of Wall Street’s favorite trades…
Option Frenzy From Oil to Corn Highlights Iran War Market Stress
Photographer: David Paul Morris/Bloomberg (Bloomberg) — Traders are piling into options as supply disruptions from the war in…
Stablecoin firms bet big on AI agent payments that barely exist
(Bloomberg) — Circle Internet Group Inc. (CRCL) and Stripe Inc. (STRI.PVT) are racing to build payments systems for…
Big Tech Stocks Were Expensive. Then the Market Turned on AI
(Bloomberg) — For most of the past decade, investors have had to pay exorbitant prices to own a…
Bond Traders Scour Payrolls to Gauge Fed Path Amid Oil Shock
Bloomberg (Bloomberg) — Bond investors, who have been focused on inflation since the Iran war began, say a…
US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales
(Bloomberg) — Nvidia Corp. has long been the world’s AI kingmaker. Now, the Trump administration is considering taking…
Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch
(Bloomberg) — Oracle Corp. is planning to ax thousands of jobs, among its moves to handle a cash…
China Shuns Bold Stimulus in Move From Trump-Induced Crisis Mode
(Bloomberg) — China signaled it’s modestly dialing down fiscal stimulus this year, a rollback after a trade war…
Broadcom CEO Sees AI Chip Sales Topping $100 Billion in 2027
(Bloomberg) — Broadcom Inc. Chief Executive Officer Hock Tan said the company expects its AI chip sales to…
Broadcom Earnings Are the Latest to Try to Climb AI Wall of Fear
(Bloomberg) — Wall Street is expecting Broadcom Inc. to report strong earnings after the close on Wednesday, but…
Alibaba AI Wizard Who Warned of US-China Tech Gap Steps Down
Bloomberg (Bloomberg) — The architect of Alibaba Group Holding Ltd.’s chief AI model has quit his post, a…
Europe’s Economy Can Ride Out Iran War — If Over in a Month
(Bloomberg) — The next four weeks will determine whether Europe’s economy is facing a fresh crisis or simply…