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HomeCategory: Steve Eisman

Category: Steve Eisman

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AI Earnings Divide: Microsoft and Amazon Outpace Meta

AI Earnings Divide: Microsoft and Amazon Outpace Meta

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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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Why the 30-Year Treasury Yield Hit a 19-Year High—and What Microsoft and Meta Reveal About the AI Economy

Why the 30-Year Treasury Yield Hit a 19-Year High—and What Microsoft and Meta Reveal About the AI Economy

Why the CLARITY Act Is Frozen in the Senate—and What the Standoff Means for U.S. Crypto Regulation

Why the CLARITY Act Is Frozen in the Senate—and What the Standoff Means for U.S. Crypto Regulation

Nvidia’s 0 Billion OpenAI Backstop: How the Ohio AI Megaproject Could Work—and Why Investors Are Uneasy

Nvidia’s $250 Billion OpenAI Backstop: How the Ohio AI Megaproject Could Work—and Why Investors Are Uneasy

Apple Q3 2026 Earnings Beat Expectations, but Supply Constraints and Slower Services Growth Cloud the Outlook

Apple Q3 2026 Earnings Beat Expectations, but Supply Constraints and Slower Services Growth Cloud the Outlook

CXMT IPO: Inside the 466% Debut That Repriced China’s Memory-Chip Ambitions

CXMT IPO: Inside the 466% Debut That Repriced China’s Memory-Chip Ambitions

Fed Rate Decision and Treasury Yields: Oil Risk and the AI Earnings Divide

Fed Rate Decision and Treasury Yields: Oil Risk and the AI Earnings Divide

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