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HomeTag: hedge funds

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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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July 2026 Fed Rate Decision: Why a Hold Could Still Rattle Stocks, Bonds and the AI Trade

July 2026 Fed Rate Decision: Why a Hold Could Still Rattle Stocks, Bonds and the AI Trade

Why Surging Treasury Yields—not the Fed’s Rate Hold—Are the Real Test for Stocks and Bitcoin

Why Surging Treasury Yields—not the Fed’s Rate Hold—Are the Real Test for Stocks and Bitcoin

Amazon’s Cloud Surge and Apple’s Outlook Split Big Tech After a Microsoft-Led Rally

Amazon’s Cloud Surge and Apple’s Outlook Split Big Tech After a Microsoft-Led Rally

Microsoft Azure Growth Hits 43% as AI Demand Starts to Answer the CapEx Question

Microsoft Azure Growth Hits 43% as AI Demand Starts to Answer the CapEx Question

Bitcoin’s Inflation Bounce Meets a More Difficult Fed Test

Bitcoin’s Inflation Bounce Meets a More Difficult Fed Test

Fed Holds Rates, but Mortgage Relief Stays Out of Reach: What the July 2026 Decision Means for Homebuyers

Fed Holds Rates, but Mortgage Relief Stays Out of Reach: What the July 2026 Decision Means for Homebuyers

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