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HomeTag: Amy Wu Silverman

Tag: Amy Wu Silverman

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Big Tech Earnings Volatility and the AI Capex Shift

Big Tech Earnings Volatility and the AI Capex Shift

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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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Bitcoin’s 2026 Outlook: Fed Risk, the CLARITY Act, Quantum Security and the Shift to 24/7 Markets

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August 2026 Market Outlook: AI Spending and Inflation Risks

August 2026 Market Outlook: AI Spending and Inflation Risks

ExxonMobil’s .5 Billion Quarter Exposes the New Crude Oil–Gas Price Disconnect

ExxonMobil’s $14.5 Billion Quarter Exposes the New Crude Oil–Gas Price Disconnect

Gold Price Forecast: Can Bullion Return to ,000?

Gold Price Forecast: Can Bullion Return to $5,000?

Microsoft Soars, Meta Falls as Warsh’s Fed Reprices the AI Trade

Microsoft Soars, Meta Falls as Warsh’s Fed Reprices the AI Trade

Nvidia’s 0 Billion Deal Wave and the Circular Financing Question Wall Street Can’t Settle

Nvidia’s $750 Billion Deal Wave and the Circular Financing Question Wall Street Can’t Settle

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