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HomeTag: Anthony Pompliano

Tag: Anthony Pompliano

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AI Stock Unwind: Leverage, Compute Scarcity and Bitcoin

AI Stock Unwind: Leverage, Compute Scarcity and Bitcoin

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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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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

Meta’s AI Spending Shock Tests the Market After the Fed Hold—and Microsoft Complicates the Bear Case

Meta’s AI Spending Shock Tests the Market After the Fed Hold—and Microsoft Complicates the Bear Case

Nasdaq-100 Correction Tests the AI Trade as the Fed Holds Rates and Bitcoin Tries to Build a Base

Nasdaq-100 Correction Tests the AI Trade as the Fed Holds Rates and Bitcoin Tries to Build a Base

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

Amazon AWS Growth Accelerates to 37% as AI Demand Tests a 0 Billion Buildout

Amazon AWS Growth Accelerates to 37% as AI Demand Tests a $220 Billion Buildout

Amazon and Apple Earnings Reveal Two Very Different AI Return Strategies

Amazon and Apple Earnings Reveal Two Very Different AI Return Strategies

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