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Showing 26-49 of 654 results for "topic:"AI & Capex"".
Monetary policy could turn accommodative as AI productivity gains take hold: MAS chief economist
IBM-backed llm-d framework adds controls for running AI models in-house
Washington bans DeepSeek from government agencies
Meta’s AI spending, Muse assistant adoption in focus for quarterly results
Monetary policy could ease as AI productivity gains take hold: MAS chief economist
China defends DeepSeek after US ban of its AI from government systems
The Trump administration banned Chinese AI startup DeepSeek from civilian U.S. government agencies, citing security concerns.
U.S. bans DeepSeek from government agency systems amid AI rift with China
European chip stocks fall, tracking Asian selloff over AI investment worries
Data centre infrastructure firm Elice’s 33% plunge in ‘ugly debut’ rekindles AI spending doubts
AI debt worries spark surge in default insurance trading
Original-language AI & Capex report
The MATCH Act and China’s DUV Imports
Podcast
Embedded AI evaluators won’t be an easy solution, Hugging Face’s policy chief says
US bans DeepSeek AI from government use as tech tension with China continues
FEDWATCH, on helium scarcity: “.. The result is fewer GPUs, longer delivery times, delayed data‑center buildouts, and higher compute costs—and with markets already bracing for an AI capex slowdown from rising borrowing costs, they’re now also pricing in a helium shortage that’s turning structural.”
Academy’s Tchir Fears AI Debt May Trigger Sharp Selloff
Original-language AI & Capex report
Christina Skinner on the Financial Stability Oversight Council and Central Bank Independence
Podcast
Don Wilson on the GPU Market's Trillion Dollar Question
Podcast
(2nd LD) Seoul shares end higher on institutional buying amid AI investment concerns
AI rapidly improving, could vastly boost US GDP, Anthropic’s Clark tells policymakers
Only a third of the US data centre pipeline looks credible as AI financing strains build
FEDWATCH: “.. when stocks and bonds of high-profile high-yield issuers both fall—further losses are possible. This may be the case for examples like SpaceX, which is not HY-rated but still tracks $CRWV’s yields, suggesting markets expect next IPOs from hyped AI companies may be delayed into 2027.”
Browse by date
Review the topics and lead coverage retained from each published edition.
Showing archive entries 901-960 of 1,340.
Monday, September 21, 2026
Iran war has cost $45.1 billion, Pentagon tells Congress
CNN · 5 sources
Japan’s inflation slows for the first time in four months
Bloomberg · 5 sources
Moody's raises India's fiscal 2027 GDP growth forecast to 7% on Middle East resilience, but risks remain
Mint · 6 sources
Warren Buffett to Step Down as Berkshire Hathaway Chairman
The Wall Street Journal · 10 sources
Sterling ticks up after UK retail sales beat expectations
Reuters · 7 sources
Asian stocks rise on US-China trade optimism; oil falls for fourth straight day
CNBC TV18 · 2 sources
Sunday, September 20, 2026
Moody's raises India's fiscal 2027 GDP growth forecast to 7% on Middle East resilience, but risks remain
Mint · 6 sources
Trump signs Russia sanctions bill that opens China, India to tariffs
Nikkei Asia · 5 sources
Warren Buffett to Step Down as Berkshire Hathaway Chairman
The Wall Street Journal · 10 sources
Sterling ticks up after UK retail sales beat expectations
Reuters · 7 sources
S&P 500, Nasdaq close higher, Dow slips as 10-year Treasury yield holds above 5%
MarketWatch · 5 sources
Japan’s inflation slows for the first time in four months
Bloomberg · 5 sources
Bank of Japan raises rates and accelerates tightening
Financial Times · 11 sources
Fed’s Schmid Backed Rate Hike, Says Inflation Goes Beyond Energy
Bloomberg · 5 sources
Iran war has cost $45.1 billion, Pentagon tells Congress
CNN · 5 sources
Asian stocks rise on US-China trade optimism; oil falls for fourth straight day
CNBC TV18 · 2 sources
Ukraine launches heavy Moscow drone attack as Russia votes
CNBC · 6 sources
US Jobless Claims Fall to 196,000 During Holiday Week
Bloomberg · 5 sources
Bitcoin surges above $81,000 as crypto liquidations near $300 million
CNBC TV18 · 4 sources
Nvidia CEO Says Chip Sales Volume Will Double Next Year
Seoul Economic Daily · 4 sources
New Zealand's GDP growth slows but tops forecasts in sign of resilience
Reuters · 5 sources
Gold outlook hinges on Oil prices and shifting Fed expectations
FXStreet · 2 sources
Saturday, September 19, 2026
Warren Buffett to Step Down as Berkshire Hathaway Chairman
The Wall Street Journal · 9 sources
S&P 500, Nasdaq close higher, Dow slips as 10-year Treasury yield holds above 5%
MarketWatch · 5 sources
Bitcoin slips to $77,800 as Senate Clarity Act vote nears and oil prices climb
CoinDesk · 5 sources
Japan’s inflation slows for the first time in four months
Bloomberg · 5 sources
Sterling ticks up after UK retail sales beat expectations
Reuters · 7 sources
Moody's raises India's fiscal 2027 GDP growth forecast to 7% on Middle East resilience, but risks remain
Mint · 5 sources
Bank of Japan raises rates and accelerates tightening
Financial Times · 7 sources
US Jobless Claims Fall to 196,000 During Holiday Week
Bloomberg · 5 sources
New Zealand's GDP growth slows but tops forecasts in sign of resilience
Reuters · 5 sources
Fed’s Schmid Backed Rate Hike, Says Inflation Goes Beyond Energy
Bloomberg · 11 sources
Nvidia CEO Says Chip Sales Volume Will Double Next Year
Seoul Economic Daily · 4 sources
Russia Warns New U.S. Sanctions Law Would Harm Trump’s Peace Efforts
The New York Times · 5 sources
US House passes Russia sanctions bill; 100% tariff threat looms over India
Business Standard · 6 sources
Gold outlook hinges on Oil prices and shifting Fed expectations
FXStreet · 2 sources
Iran war has cost $45.1 billion, Pentagon tells Congress
CNN · 7 sources
Friday, September 18, 2026
Sterling ticks up after UK retail sales beat expectations
Reuters · 7 sources
Moody's raises India's fiscal 2027 GDP growth forecast to 7% on Middle East resilience, but risks remain
Mint · 4 sources
Bank of Japan raises rates and accelerates tightening
Financial Times · 5 sources
Japan’s inflation slows for the first time in four months
Bloomberg · 6 sources
Nvidia CEO Says Chip Sales Volume Will Double Next Year
Seoul Economic Daily · 4 sources
Warren Buffett to Step Down as Berkshire Hathaway Chairman
The Wall Street Journal · 9 sources
Iran war has cost $45.1 billion, Pentagon tells Congress
CNN · 8 sources
New Zealand Dollar gains ground as GDP growth beats expectations
FXStreet · 5 sources
US Jobless Claims Fall to 196,000 During Holiday Week
Bloomberg · 5 sources
Bitcoin slips to $77,800 as Senate Clarity Act vote nears and oil prices climb
CoinDesk · 5 sources
Fed’s Schmid Backed Rate Hike, Says Inflation Goes Beyond Energy
Bloomberg · 8 sources
S&P 500, Nasdaq close higher, Dow slips as 10-year Treasury yield holds above 5%
MarketWatch · 4 sources
Dollar eases after Fed-driven jump as Treasury yields and oil prices retreat
Reuters · 5 sources
FTSE 100 today: Stocks drop as Hormuz tanker hit, Aramco cuts Europe supply
Investing.com · 2 sources
Japanese stocks rose as government bond yields and the yen fell after rate hike
CNBC
KOSPI surges 2.66% on Wall Street rally, foreign buying
The Korea Times · 3 sources
Key outlook explained
Mint · 6 sources
Asian stocks rise as falling oil eases inflation worries; Kospi jumps over 2%
CNBC TV18 · 5 sources
Thursday, September 17, 2026
US Jobless Claims Fall to 196,000 During Holiday Week
Bloomberg · 5 sources
Dollar eases after Fed-driven jump as Treasury yields and oil prices retreat
Reuters · 5 sources
New Zealand Dollar gains ground as GDP growth beats expectations
FXStreet · 5 sources
Nasdaq Jumps 1.7% As Stock Market Gains Post-Fed: Intel, AMD Lead Chip Rally; What To Do Now
Investor's Business Daily · 7 sources
Trump’s Latest Threats Loom Over Fed’s Interest Rate Decision
The New York Times · 7 sources
This record begins with editions retained by the current MacroDigest system; it does not recreate coverage from before that point.