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Showing 201-223 of 223 results for "topic:"AI & Capex"".
S&P 500 Declines as Higher Oil Prices, AI Capex Spending, and Risk of Rate Hikes Scare Wall Street Bulls
Amazon and Microsoft are spending $400 billion on AI this year and investors want to know when it pays off
Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience
Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?
South Korea plans multibillion-dollar investment in AI infrastructure, with ripple effects for crypto
The AI capex boom is unlike anything America has built before and the funding structure explains why
Apple became the world's most valuable company by refusing to join the AI spending race
Peer Information Effects On AI Investment Decisions
Tech Titans Slash 140K Jobs as AI Spending Soars
AI Power Demand Fuels Asia's Nuclear Renaissance
Alphabet Raises AI Spending But Still Can't Meet Demand: 'We're Still in a Supply Constraint Environment'
Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?
Big Tech Earnings Slam Into a Market in Revolt Over AI Spending
Marvell Stock Fell 7% in a Day. The AI Spending It Sells Into Is Still Rising
Alphabet (GOOGL) and Tesla (TSLA) Plunge as Record AI Spending Sparks Investor Alarm
Moody’s Warns AI Spending Boom Threatens Big Tech’s Finances as Trillion-Dollar Infrastructure Race Raises Credit Risks
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Podcast
Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation
Podcast
AI Spending Spooks the Market
Podcast
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Podcast
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Podcast
AI Governance and the National Security State | Dean W. Ball
Podcast
Browse by date
Review the topics and lead coverage retained from each published edition.
Showing archive entries 121-180 of 421.
Monday, August 17, 2026
China's industrial output slows in July, retail sales miss forecasts
Reuters · 2 sources
Crude oil climbs for third straight day as US signals no immediate end to Iran war; Brent above $90 per barrel
Mint · 8 sources
Japan's Q2 GDP growth slows to 1.1% as Iran war weighs on investment, consumer spending
CNBC TV18 · 5 sources
Nvidia financing initiative follows SEC guidance that takes sponsors off the hook for data center investments
CNBC
US 30-year Treasury yield reaches its highest level since 2007
Bloomberg
Fed’s Goolsbee Wants to See More Evidence of Cooling Inflation
Bloomberg · 5 sources
US Retail Sales Fall by the Most in More Than a Year
Bloomberg · 7 sources
Rupee set to weaken after central bank curtails dollar inflow window
Reuters · 3 sources
India's July wholesale inflation eases to 9.78% as food, fuel and power prices cool
Reuters · 3 sources
Sunday, August 16, 2026
Jane Street suffers $15bn hit after meltdown at Situational Awareness
Financial Times · 5 sources
Fed’s Goolsbee Wants to See More Evidence of Cooling Inflation
Bloomberg · 5 sources
S&P 500 ends lower as investors weigh data, Middle East tensions
Reuters · 5 sources
US accuses more than 40 countries of helping China avoid Trump’s tariffs
Financial Times · 5 sources
US Retail Sales Fall by the Most in More Than a Year
Bloomberg · 6 sources
Argentina monthly inflation rises in July to 2.1%
Reuters · 5 sources
US weekly jobless claims increase moderately, point to stable labor market
Reuters · 5 sources
Producer price gains maintain pressure on businesses as BOJ mulls rate path
The Japan Times · 5 sources
Japan's Q2 GDP growth slows to 1.1% as Iran war weighs on investment, consumer spending
CNBC TV18 · 5 sources
US-Japan yen intervention drives hedge funds to cut bearish currency positions
Bloomberg · 5 sources
Rupee set to weaken after central bank curtails dollar inflow window
Reuters · 5 sources
WTI remains below $80.50 as traders monitor diplomatic efforts to reopen Hormuz
FXStreet · 7 sources
India's July wholesale inflation eases to 9.78% as food, fuel and power prices cool
Reuters · 3 sources
Gold gains on weaker dollar, reduced Fed rate-hike bets
Reuters
BOJ eyeing September rate hike, faster pace of tightening, sources say
Reuters · 3 sources
Rupee opens 6 paise higher at 95.38 against US dollar
Mint · 5 sources
Saturday, August 15, 2026
Jane Street suffers $15bn hit after meltdown at Situational Awareness
Financial Times · 3 sources
Fed’s Goolsbee Wants to See More Evidence of Cooling Inflation
Bloomberg · 5 sources
Dow, S&P 500 and Nasdaq all close lower, as Treasury yields and oil prices rise
MarketWatch · 5 sources
US Retail Sales Fall by the Most in More Than a Year
Bloomberg · 6 sources
US accuses more than 40 countries of helping China avoid Trump’s tariffs
Financial Times · 5 sources
Gold Steadies as Traders Weigh Fed Rate Path and Mideast Tension | Stock Market News
Bloomberg via Mint · 6 sources
WTI remains below $80.50 as traders monitor diplomatic efforts to reopen Hormuz
FXStreet · 7 sources
Argentina monthly inflation rises in July to 2.1%
Reuters via Investing.com · 5 sources
US unemployment claims rise but remain at healthy level
Associated Press via The Hill · 5 sources
Producer price gains maintain pressure on businesses as BOJ mulls rate path
The Japan Times · 5 sources
Rupee opens 6 paise higher at 95.38 against US dollar
Mint · 5 sources
Why Japan Is Struggling to Stop the Yen’s Decline
The New York Times · 10 sources
Friday, August 14, 2026
Fed’s Goolsbee Wants to See More Evidence of Cooling Inflation
Bloomberg · 5 sources
US accuses more than 40 countries of helping China avoid Trump’s tariffs
Financial Times · 5 sources
Gold Steadies as Traders Weigh Fed Rate Path and Mideast Tension | Stock Market News
Bloomberg via Mint · 6 sources
WTI remains below $80.50 as traders monitor diplomatic efforts to reopen Hormuz
FXStreet · 7 sources
Why Japan Is Struggling to Stop the Yen’s Decline
The New York Times · 10 sources
Rupee opens 6 paise higher at 95.38 against US dollar
Mint · 5 sources
US Retail Sales Fall by the Most in More Than a Year
Bloomberg · 6 sources
Dow, S&P 500 and Nasdaq all close lower, as Treasury yields and oil prices rise
MarketWatch · 5 sources
Google unveils Gemini 3.7 Flash AI model for coding, agent workflows
Reuters · 3 sources
Argentina monthly inflation rises in July to 2.1%
Reuters via Investing.com · 5 sources
US unemployment claims rise but remain at healthy level
Associated Press via The Hill · 5 sources
Japan wholesale inflation eases slightly to 7.2%, undershooting expectations
CNBC · 5 sources
BOJ eyeing September rate hike, faster pace of tightening, sources say
Reuters · 3 sources
OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue
CNBC
Fed Rate Hike Odds Fall As Amazon Prime Day Effect Hits Retail Sales
Investor's Business Daily · 2 sources
Malaysia’s Q2 growth accelerates to 6%, exceeding expectations
Nikkei Asia · 2 sources
Cooler CPI and PPI boost gold and ease rate hike bets, but the Fed needs more from core ahead of September
Kitco
India's exports rise 19.63 pc to USD 44.24 bn in Jul; trade deficit widens to $31.98 bn
Press Trust of India via ThePrint · 4 sources
Putin Visits Islands Seized from Japan in World War II, Angering Tokyo
The New York Times · 5 sources
Thursday, August 13, 2026
Japan may see more yen intervention, faster BOJ rate hikes, ex-top FX diplomat says
Reuters · 9 sources
Fed’s Goolsbee sees inflation improving as shocks fade
FXStreet · 6 sources
US Jobless Claims Edged Up to 209,000 Last Week
Bloomberg · 5 sources
Rupee opens 6 paise higher at 95.38 against US dollar
Mint · 5 sources
This record begins with editions retained by the current MacroDigest system; it does not recreate coverage from before that point.