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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.”
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Review the topics and lead coverage retained from each published edition.
Showing archive entries 1,141-1,200 of 1,340.
Monday, September 7, 2026
Japanese Yen: BoJ repricing supports gains against US Dollar – MUFG
FXStreet · 4 sources
Swiss Inflation Rate Jumps to the Highest Level in Two Years
Bloomberg · 5 sources
Sunday, September 6, 2026
ECB rate hike looms as energy shock pushes inflation to 3.3%
Euronews · 5 sources
US nonfarm payrolls surge in August; unemployment rate steady at 4.1%
Reuters · 14 sources
Wall Street closes lower as strong jobs data lifts hawkish Fed expectations
MarketWatch · 4 sources
US yields rise, but inflation data next week seen key to Fed outlook
Reuters · 2 sources
Trump doubles down on threat to halt trade with top partners unless Fed cuts rates
CNBC · 5 sources
BOJ's hawks step up calls for rate hikes as they eye end of terms next year
Nikkei Asia · 5 sources
Oil slides on Friday, heads for weekly gain on US-Iran fight
Reuters via Investing.com · 6 sources
Swiss Inflation Rate Jumps to the Highest Level in Two Years
Bloomberg · 5 sources
U.S. Trade Deficit Hits 16-Month High on AI Chip Imports
Seoul Economic Daily · 6 sources
India’s Rupee Gains as RBI Measures Bring in Bumper $136 Billion
Bloomberg · 4 sources
Saturday, September 5, 2026
US nonfarm payrolls surge in August; unemployment rate steady at 4.1%
Reuters · 14 sources
ECB rate hike looms as energy shock pushes inflation to 3.3%
Euronews · 4 sources
Trump doubles down on threat to halt trade with top partners unless Fed cuts rates
CNBC · 5 sources
India’s Rupee Gains as RBI Measures Bring in Bumper $136 Billion
Bloomberg · 6 sources
US yields rise, but inflation data next week seen key to Fed outlook
Reuters via Mint · 2 sources
Oil slides on Friday, heads for weekly gain on US-Iran fight
Reuters via Investing.com · 10 sources
Japanese Yen: BoJ repricing supports gains against US Dollar – MUFG
FXStreet · 5 sources
US trade deficit widens in July; capital goods imports hit record high
Reuters · 6 sources
Swiss Inflation Rate Jumps to the Highest Level in Two Years
Bloomberg · 5 sources
Friday, September 4, 2026
Oil slides on Friday, heads for weekly gain on US-Iran fight
Reuters via Investing.com · 10 sources
Trump doubles down on threat to halt trade with top partners unless Fed cuts rates
CNBC · 2 sources
US nonfarm payrolls surge in August; unemployment rate steady at 4.1%
Reuters · 14 sources
Kospi rises 1.6% on South Korea export strength and easing Fed bets
Korea JoongAng Daily · 3 sources
S&P 500, Dow slide after jobs report fuels rate-hike bets
Reuters · 5 sources
Russia Sanctions Bill Stalls in US House Amid Tariff Concerns
Bloomberg
Gold, silver sell off as strong payrolls revive Fed-hike trade
Kitco
US trade deficit widens in July; capital goods imports hit record high
Reuters · 6 sources
Broadcom’s AI-chip sales surge as Anthropic win supports a steep revenue ramp
Investor's Business Daily · 5 sources
Swiss Franc: Hot inflation and SNB path – BBH
FXStreet · 4 sources
Japanese Yen: BoJ repricing supports gains against US Dollar – MUFG
FXStreet · 5 sources
Bank of England economist says rate rise could avoid bigger hikes
Investing.com · 3 sources
Asian stocks rise as Fed rate-hike bets ease; Kospi jumps 1.44%, yen extends rally
CNBC TV18 · 5 sources
Thursday, September 3, 2026
Yen rallies sharply as markets raise bets on Bank of Japan rate hikes; US dollar drops
The Business Times · 5 sources
Swiss Franc: Hot inflation and SNB path – BBH
FXStreet · 4 sources
Rate Rise in Play as Fed Officials Await Inflation Data
The New York Times · 7 sources
US trade deficit widens in July; capital goods imports hit record high
Reuters · 6 sources
Dow, S&P 500 and Nasdaq all close sharply higher as tech stocks rally
MarketWatch · 4 sources
Oil Heads for Biggest Weekly Gain Since July on Iran War Risks
Bloomberg · 9 sources
Asian stocks rise as Fed rate-hike bets ease; Kospi jumps 1.44%, yen extends rally
CNBC TV18 · 4 sources
Broadcom Forecasts Boom in AI Chip Sales
Bloomberg · 5 sources
India’s Rupee Gains as RBI Measures Bring in Bumper $136 Billion
Bloomberg · 6 sources
OpenAI unveils plan to protect critical services from AI cyberattacks
Axios
Treasury Yields Near 5% as Chip Tariff Threat Clouds Korean Stocks
Seoul Economic Daily · 4 sources
Bank of England economist says rate rise could avoid bigger hikes
Investing.com · 2 sources
Google launches two Gemini 3.8 models with cutting-edge reasoning capabilities
SiliconANGLE · 5 sources
India conditions final US trade deal on a tariff advantage over manufacturing rivals
CNBC TV18 · 2 sources
Bank of Canada keeps policy rate unchanged
Anadolu Agency · 5 sources
US private payroll growth slows in August as manufacturing sheds jobs
Reuters · 4 sources
Gold Holds Gain as Trump’s War Comments Ease Inflation Jitters
Bloomberg · 3 sources
Wednesday, September 2, 2026
Two More Oil Tankers Are Attacked in the Strait of Hormuz
The New York Times · 7 sources
US private payroll growth slows in August as manufacturing sheds jobs
Reuters · 4 sources
Gold Holds Gain as Trump’s War Comments Ease Inflation Jitters
Bloomberg · 2 sources
Bank of Canada mulls Trump tariff shock as it holds interest rates
CNBC · 5 sources
Treasury Yields Near 5% as Chip Tariff Threat Clouds Korean Stocks
Seoul Economic Daily · 7 sources
Stocks Rebound as Oil Prices Stay Elevated | Closing Bell
Bloomberg · 5 sources
Google launches two Gemini 3.8 models with cutting-edge reasoning capabilities
SiliconANGLE · 5 sources
New York Fed's Williams says yield surge due to strong economic prospects
CNBC · 6 sources
Japanese Yen strengthens on BoJ rate hike signals
FXStreet · 6 sources
This record begins with editions retained by the current MacroDigest system; it does not recreate coverage from before that point.