Tag: federal reserve

AI Industry June 1, 2026

Is the AI Rally Becoming the Marvel Cinematic Universe?

The AI stock market has started to look suspiciously like the Marvel Cinematic Universe: one breakout hero, a rapidly expanding cast, increasingly expensive sequels, and a growing suspicion that not every character deserves their own franchise. For years, Nvidia has been the obvious protagonist. It had the origin story, the weapon, the charisma, the numbers, […]

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Finance May 21, 2026

The Fed Recast: New Chair, Same Summer Cliffhanger

The Federal Reserve has a new lead actor, but the plot has not changed: inflation is still sticky, markets are still addicted to forward guidance, and everyone is trying to guess whether the next big twist is a rate cut, a rate hike, or another long season of “please wait for more data.” Kevin Warsh […]

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