Microsoft (MSFT) AI Story Gains Momentum with Deutsche Bank Call and CIO Survey
Microsoft Corporation (NASDAQ:MSFT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and…
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Quick Read Despite a 12% drop during a broader tech rout, the company remains one of the primary…
China sees record panda bond issuance in 2026 as foreign borrowers pile in
Foreign governments, international banks and multinational companies are increasingly tapping China’s domestic bond market, as panda bond issuance…
China’s Economy Rides Out War as Growth Unexpectedly Hits 5%
(Bloomberg) — China’s economic growth rebounded more than expected in the first quarter, suggesting limited spillovers so far…
China’s luxury spending seen boosting global sales in 2026 despite headwinds
Luxury is back. Following a relatively stagnant 2025, the industry is forecast to accelerate in 2026, with China’s…
Deutsche Bank asked AI if it will solve the economy’s inflation problems. The robots answered
For the better part of two years, a powerful consensus has taken hold: Artificial intelligence is the great…
Iran war could boost China’s ‘petroyuan’ and weaken US dollar dominance, analysts say
The US-Israeli war in Iran could weaken the US dollar’s historic dominance in the oil-rich Middle East and…
Ghosts of 1997 and 2008 stir as Iran spooks markets
TOKYO — Asia is seeing ghosts again. One apparition amid tight credit markets dates to the 2007-2008 global…
Deutsche Bank Warns Software Debt Faces AI Threat
A downturn in the software and technology sectors could have an impact that rivals that of the energy…
Legendary investor George Noble says OpenAI is falling in realtime, writes 600-word long note saying why he thinks Sam Altman’s company is in deep trouble
Veteran investor George Noble warns OpenAI is “falling apart” despite its $500 billion valuation. He cites internal “Code…
What Recent AI and Network Developments Mean for Nokia Oyj’s Valuation Story
Nokia Oyj has seen a subtle but meaningful uplift in its valuation narrative, with the fair value estimate…
Oracle Stock Cratered 28% Last Month. Are the AI Spending Jitters Warranted?
Kimberly White / Getty Images Oracle (ORCL) shares fell 28% in the past month as AI infrastructure fears…