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The AI boom is facing another supply crunch. This time it’s the amount of capital available to feed Silicon Valley’s endless need for cash
AI
The AI boom is facing another supply crunch. This time it’s the amount of capital available to feed Silicon Valley’s endless need for cash
By Jason MaNovember 2, 2026
Traders work on the floor of the New York Stock Exchange
Finance
Intel plunged 28.6% for its worst drop since 1974 — and the AI sell-off gave the S&P 500 its worst day since June
By Stan Choe and The Associated PressOctober 30, 2026
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Finance
Alphabet just had its worst day as a public company. BofA now values Google search at a lower multiple than fossil fuel stocks
By Nick LichtenbergOctober 29, 2026
An aerial view of a data center in Springfield, Ohio.
AI
Here’s the ‘core economic flaw’ in the AI bull case as stock and bond trades unravel, according to a top economist
By Jason MaOctober 24, 2026
‘How many canaries have we killed in the coal mine?’ — Wall Street debates if the latest AI bubble warnings are another head fake or the real thing
AI
‘How many canaries have we killed in the coal mine?’ — Wall Street debates if the latest AI bubble warnings are another head fake or the real thing
By Jason MaOctober 17, 2026
Photo Dario Amodei
Newsletters
Anthropic’s $2 trillion IPO prospectus has leaked—here’s a snapshot of its income statements
By Jim EdwardsSeptember 29, 2026
Photo of Michael Hartnett
Economy
The economist who coined the phrase ‘Magnificent 7’ says the very thing that made them extraordinary is under threat
By Eleanor PringleSeptember 28, 2026
After 40 investors rejected Jeff Bezos’ Amazon pitch, his parents offered $245,573 of their retirement savings
Personal Finance
After 40 investors rejected Jeff Bezos’ Amazon pitch, his parents offered $245,573 of their retirement savings
By Marco Quiroz-GutierrezSeptember 22, 2026
‘A huge problem’: Trump has traded more stocks than all of Congress combined. A Bush-era ethics lawyer explains why you should worry
Politics
‘A huge problem’: Trump has traded more stocks than all of Congress combined. A Bush-era ethics lawyer explains why you should worry
By Eva RoytburgSeptember 19, 2026
US President Donald Trump, right, and Kevin Warsh, chairman of the US Federal Reserve, during a swearing-in ceremony in the East Room of the White House in Washington, DC, US, on Friday, May 22, 2026.
Personal Finance
Kevin Warsh, an angry Trump and Jerome Powell Déjà vu: how history is repeating itself
By Eva RoytburgSeptember 17, 2026
Traders work on the floor of the New York Stock Exchange during morning trading on September 14, 2026 in New York City. (Photo: Michael M. Santiago/Getty Images)
Newsletters
Who will feel the pain of an AI slowdown? It’s not who you think
By Andrew NuscaSeptember 15, 2026
Stocks are in a late-stage bubble and poised to crash 21% next year, while Treasury yields above 5% will signal a new era of tight money, analysts say
Investing
Stocks are in a late-stage bubble and poised to crash 21% next year, while Treasury yields above 5% will signal a new era of tight money, analysts say
By Jason MaSeptember 13, 2026
Federal Reserve Chair Kevin Warsh speaks at a news conference.
Banking
Wall Street thought the Powell hike was over. Now Kevin Warsh has his ‘back against the wall’
By Eva RoytburgSeptember 11, 2026
Scott Bessent dared the $32 trillion bond market with ‘I am the house now’ statement. It didn’t listen
Economy
Scott Bessent dared the $32 trillion bond market with ‘I am the house now’ statement. It didn’t listen
By Marco Quiroz-GutierrezSeptember 10, 2026
President and CEO of Nvidia Jensen Huang
Big Tech
AGI is here, Nvidia CEO Jensen Huang has declared. Here’s why the market doesn’t care
By Eva RoytburgSeptember 9, 2026
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Politics
Billionaire Sergey Brin is building political infrastructure that will last beyond his $102 million fight against Prop 40placeholder alt text
By Joshua HongNovember 2, 2026
North America
Pentagon orders bases to plan for 90 days without the grid as Britain urges families to stockpile food and waterplaceholder alt text
By Bilin LinOctober 26, 2026
Cybersecurity
Hackers pushed freezers at hundreds of French supermarkets to 122 degrees. Now the Pentagon is asking whether the same thing hit U.S. military basesplaceholder alt text
By Sasha RogelbergNovember 1, 2026
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