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HomeCategory: Prof G Markets

Category: Prof G Markets

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Is the AI Boom a Bubble? Jim Chanos Warns on Capital Allocation

Is the AI Boom a Bubble? Jim Chanos Warns on Capital Allocation

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Kevin Warsh’s First Big Fed Test: Why a 9-3 Rate Hold Sent Long-Term Yields Surging

Kevin Warsh’s First Big Fed Test: Why a 9-3 Rate Hold Sent Long-Term Yields Surging

Fed Holds Rates as Oil Surges and AI Chip Stocks Crack: Inside July 29’s Market Shock

Fed Holds Rates as Oil Surges and AI Chip Stocks Crack: Inside July 29’s Market Shock

AI Capex Boom: OpenAI and Anthropic Concentration Risk

AI Capex Boom: OpenAI and Anthropic Concentration Risk

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

CLARITY Act Stalls as SEC and CFTC Press Ahead

CLARITY Act Stalls as SEC and CFTC Press Ahead

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

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Nvidia’s Reported 0 Billion OpenAI Backstop: Inside the Ohio AI Data Center Financing Plan

Nvidia’s Reported $250 Billion OpenAI Backstop: Inside the Ohio AI Data Center Financing Plan

Semiconductor Selloff, Calm Index: What the July 2026 Chip Rout Reveals About the Market Beneath the S&P 500

Semiconductor Selloff, Calm Index: What the July 2026 Chip Rout Reveals About the Market Beneath the S&P 500

Fed Rate Hold Exposed a Credibility Gap: Why Long Yields Rose and Stocks Fell

Fed Rate Hold Exposed a Credibility Gap: Why Long Yields Rose and Stocks Fell

Bitcoin’s Inflation Bounce Meets a More Difficult Fed Test

Bitcoin’s Inflation Bounce Meets a More Difficult Fed Test

Fed Holds Rates as AI Spending, Long Bonds and Asia’s Chip Rout Collide

Fed Holds Rates as AI Spending, Long Bonds and Asia’s Chip Rout Collide

Single-Stock Leveraged ETFs Face New Korean Limits After the Kospi’s Back-to-Back Circuit Breakers

Single-Stock Leveraged ETFs Face New Korean Limits After the Kospi’s Back-to-Back Circuit Breakers

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