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Andromeda Capital Management warns AI credit markets offer “almost no upside and plenty of downside” as ROI on massive AI capex remains unresolved.
S&P 500 and Dow futures edged up Wednesday on Middle East peace hopes, while Nasdaq futures lagged despite upbeat forecasts from SpaceX and AMD.
Zebra Technologies stock surged 20% after beating its own earnings guidance by nearly $2 per share and raising full-year outlook by 13%, despite a memory chip shortage.
Asian shares fell Thursday despite a Wall Street rally driven by lower oil prices, as regional investors weighed the impact of recent U.S. military action.
Deutsche Bank keeps its year-end gold target, calling the metal still in its “explosive phase” as gold outperforms CPI over nearly seven decades of data.
The Bank of Japan warned Monday that global AI demand could exert lasting upward pressure on Japan’s inflation, strengthening the case for a near-term rate hike.
S&P 500 and Dow futures edged up Wednesday on Middle East peace hopes, while Nasdaq futures lagged despite upbeat forecasts from SpaceX and AMD.
The Bank of Japan warned Monday that global AI demand could exert lasting upward pressure on Japan’s inflation, strengthening the case for a near-term rate hike.
Andromeda Capital Management warns AI credit markets offer “almost no upside and plenty of downside” as ROI on massive AI capex remains unresolved.
Asian shares fell Thursday despite a Wall Street rally driven by lower oil prices, as regional investors weighed the impact of recent U.S. military action.
Saudi Crown Prince Mohammed bin Salman called Trump to warn against escalating the U.S.-Iran conflict, a move with direct implications for oil markets and global economic stability.
South Korea’s Kospi index surged over 13% in a single session as AI stocks recovered from weekly losses, tracking Wall Street’s gains.
Russia’s FSB has charged Telegram founder Pavel Durov with aiding terrorism and placed him on an international wanted list, deepening his global legal exposure.
Finance
Zebra Technologies stock surged 20% after beating its own earnings guidance by nearly $2 per share and raising full-year outlook by 13%, despite a memory chip shortage.
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Iran’s surprise missile strike on U.S. forces pushed oil higher Wednesday as stock futures stayed mixed ahead of the Federal Reserve’s rate decision.
































