Blackstone President Urges More Equity Funding for AI Infrastructure
Jon Gray warns debt investors face concentration risks as AI buildout costs soar, calling for greater equity participation in infrastructure financing.
Jon Gray warns debt investors face concentration risks as AI buildout costs soar, calling for greater equity participation in infrastructure financing.
Investors on both sides criticized the all-stock deal after shares of Marvell and Lumentum fell sharply Monday.
The S&P 500 has traded sideways for five months, pushing its forward P/E ratio below both its five-year and ten-year averages.
Palantir's latest earnings mark a shift as its US commercial business outpaced its government segment for the first time in Q3.
Heavily shorted stocks are beating Wall Street's AI favorites, marking an unusual reversal in U.S. equity markets.
The tech-heavy index has fallen 10% from recent highs, marking its third correction this year as investor anxiety over AI valuations grows.
Delayed vote tallies may fuel political uncertainty, but markets historically separate economic signals from election noise.
Anthropic disclosed surging revenue ahead of a potential IPO this month, but massive computing costs are wiping out profits.
A brutal October has rattled tech investors, with stock and bond markets both signaling doubts about the staying power of the AI-driven rally.
Alex Barrow of Macro Ops says the bull market is nearing its end and investors who aren't prepared face painful losses.
S&P 500 futures edged higher Sunday night as investors prepared for continued turbulence following a sharp technology sector decline.
The prediction market startup Kalshi wants Congress to repeal a Depression-era law banning onion futures, which also blocks box office contracts.
Safe-haven gold slid to its lowest price in a year despite renewed fears of fresh Middle East conflict following U.S. midterm elections.
Intel shares suffered a historic drop, but Wall Street analysts warn the lower price does not make the stock a bargain.
Inflation, interest rates, artificial intelligence, and geopolitical tensions are driving markets far more than midterm election outcomes.
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