Financial News & Analysis
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100 days until midterm election: DCCC Chair DelBene says Democrats have the momentum
DCCC Chair claims Democrats have momentum to retake House 100 days before midterms, suggesting potential divided government.
Brazil ETF Market Triples in Boom for New Latin America Funds
Brazil's ETF market triples, signaling growing local demand for investment products in Latin America.
Big Tech Earnings Slam Into a Market in Revolt Over AI Spending
Investor patience with Big Tech's AI spending snaps, risking broad market sell-off as earnings highlight diminishing returns on massive capex.
Boston scientific since now is long
Bullish analysis on BSX, citing undervaluation at $43 with strong fundamentals.
The "active managers underperform the S&P" misconception and the wrong conclusion it implies
Post argues that the 'active managers underperform' narrative is misunderstood due to fee traps and mandates, not inherent flaw in active management.
Ukraine strikes Iranian vessels in Caspian Sea, Tehran accuses Kyiv of 'hostile and criminal act'
Ukraine's strike on Iranian vessels escalates tensions, widening the Middle East conflict and raising geopolitical risk.
Burnham ‘rules out’ early election
UK PM rules out early election, pledges to stand up to Trump on UK interests, hinting at potential transatlantic trade friction.
China pours funding into green energy deals as Iran war hits oil demand
China's green energy funding via Belt and Road rises as Middle East conflict reduces oil demand, accelerating energy transition.
Chips and drones to be at heart of Burnham’s push to ‘reindustrialise’, AI minister says
UK AI minister announces push to reindustrialize via chips and drones, signaling tech investment focus.
Defence giants provide record backing for military start-ups
Defense primes are investing record sums into military tech start-ups, signaling a shift toward autonomous and drone warfare.
Deadly storm in Chile disrupts copper mines and raises AI supply concerns
A deadly storm in Chile disrupts copper mines, threatening supply for AI infrastructure and broader industrial uses.
Investors use crypto exchanges to avoid Beijing’s controls on AI stocks
Investors use crypto perpetual futures to bypass Chinese capital controls and gain exposure to AI stocks, boosting demand for crypto derivatives and...