How to Navigate the Inflation Era? Wall Street Remains Steadfast in Its AI Obsession
Wall Street has faced multiple challenges this week. Oil prices have held steady above $100. Inflation refuses to fade. The "unruly" bond market remains undaunted by Scott Bessent's policy firepower.
Kalshi and Polymarket Aren't Public. You Still Buy Them Through an ETF. -- Barrons.com
By Paul R. La Monica If you're itching to get in on the action with Kalshi and Polymarket, you can get a piece of these red-hot-but privately held-prediction markets. A growing crop of exchange-
Bridgewater's Jensen Says AI Could Kill People Before Action Is Taken
As Anthropic races toward what could be the largest IPO in history, what gaps is it working to close?
In the second half of 2026, Anthropic is accelerating its initial public offering (IPO). The company is seeking not only a fundraising round potentially exceeding $100 billion but also aiming to convince public markets to accept a valuation approaching $2 trillion for an AI firm that remains heavily dependent on computing power investments.
AI-driven trading faces test from rate hikes: everything is falling except the U.S. dollar and U.S. Treasuries
Global risk assets were sold off on Tuesday, with South Korean stocks plunging and triggering a trading halt, Nasdaq futures falling more than 2.5%, and both gold and crude oil declining in tandem; only the U.S. dollar and U.S. Treasuries rose. The immediate trigger was rumors of tax reforms in South Korea, but the underlying pressure stemmed from rapidly intensifying expectations of Federal Reserve rate hikes—Bank of America now forecasts three rate increases this year, as markets shift from 'rate-cut trades' to 'higher-for-longer trades.' High-valuation technology stocks were hit hardest, with the AI-driven bull market currently facing multiple headwinds, including rising interest rates, tightening regulation, and a wave of large-cap tech IPOs. Upcoming key tests include Micron’s earnings report and the U.S. core PCE data due in the coming days.
Investment Implications of NVIDIA (NVDA.US) Topping the Data Center Ethernet Market: The AI Compute Boom Is Far From Over, and GPUs No Longer Solely Dominate the AI Bull Market
NVIDIA's rise to the top of the data center Ethernet switch market demonstrates that the 'AI compute supply chain demand surge' has fully expanded beyond AI GPUs and AI ASIC/TPU computing clusters to encompass the entire AI computing ecosystem—including HBM, advanced packaging systems, high-performance Ethernet networking infrastructure, optical interconnect systems, DPUs, data center cabling, ABF/glass substrates, switching chips, and even gas turbines and power management systems.
Markets unwind hedges ahead of Fed's Warsh debut: AI computing power supply chain emerges as the only consensus for second half of 2026
As the war risk premium associated with Iran has receded, traders have overwhelmingly resumed flocking to pre-war trading themes dominated by short-term U.S. Treasuries, Asian currencies, and the AI computing power supply chain. The AI computing power supply chain—led by NVIDIA, AMD, ARM, SK Hynix, and Micron—represented the strongest investment theme in the pre-war trading playbook.
Too cold at the top? Bank of America fund manager survey: Over half of managers believe AI is still in a 'boom phase,' but some are 'cashing out from elevated positions.'
A Bank of America survey shows that 56% of fund managers believe AI is still in a 'boom phase,' and 80% consider long positions in semiconductors to be the most crowded trade in history. As concerns over an AI bubble intensify, institutions have begun reducing exposure to technology stocks and global equities at elevated levels, increasing cash allocations, and shifting some capital toward defensive sectors such as financials and telecommunications—though most investors remain optimistic about AI’s long-term outlook.
Spending soars to $34 billion! OpenAI continues aggressive cash burn ahead of IPO as the AI arms race enters an era of surging revenue alongside deepening losses.
OpenAI's preliminary financial figures for 2025 exhibit the classic pattern of 'hypergrowth coupled with hyper cash burn.'
Forget AI, This Cash-Rich Name Is Quietly Outperforming Big Tech
Century IPO triggers share-swap selling pressure! U.S. retail investors aggressively offload chip stocks to raise cash for SpaceX (SPCX.US) purchases.
Retail investors are selling large-cap tech stocks to raise funds to buy SpaceX shares.
JPMorgan Exceeds ROE Target for Five Straight Years, Reportedly Plans to Deploy New AI Agents
Using ETFs to Capture the AI Infrastructure Boom
Explained: How SpaceX Is Disrupting Wall Street IPO Rules in Five Ways
① SpaceX will list on Nasdaq this week with a $75 billion fundraising scale, setting a record for the largest IPO in U.S. history, targeting a valuation of approximately $1.8 trillion; ② Musk and SpaceX have broken multiple IPO conventions, including locking in the offering price in advance, allocating a high proportion of shares to retail investors, permitting employees to sell shares ahead of schedule, and retaining strong control rights.
Should You Buy SpaceX Stock This Week? The Answer Depends Entirely on Your Tolerance for Elon Musk
AI-linked ETFs Tumbled in Friday's Tech Selloff After Months of Outsized Gains
SpaceX's AI Revenue To Hit $322 Billion by 2030, Says Goldman Sachs (GS)
How Hybrid ETFs Can Help You Go Private and Power Your Portfolio
Goldman Sachs COO Estimates Rate Cut by 2026-end
Express News | SpaceX's IPO is expected to price at $135 per share, potentially raising $75 billion.
SpaceX has set a target price of $135 per share for its initial public offering (IPO). The company plans to sell 555.6 million shares in the IPO, potentially raising up to $75 billion. SpaceX CEO Elon Musk will be subject to a 366-day lock-up period on his shares following the IPO. (Reuters)