Tag: Microsoft

Anthropic’s IPO Could Put a Price Tag on the AI Revolution
AI • October 24, 2026

Anthropic’s IPO Could Put a Price Tag on the AI Revolution

Anthropic could soon become one of the most valuable companies ever to enter the stock market. But the most interesting number in its IPO may have nothing to do with the share price. For years, investors have been pouring money into artificial intelligence through Microsoft, Alphabet, Nvidia and other established technology companies. Those businesses offer […]

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The IMF Warns the AI Boom Could Become a Global Financial Risk
AI Industry • October 18, 2026

The IMF Warns the AI Boom Could Become a Global Financial Risk

Nvidia can lose billions in market value during a bad trading session. Investors may panic, analysts may revise their forecasts, and the financial press will spend the afternoon debating whether the AI bubble has finally burst. But the International Monetary Fund is now worried about something considerably more serious than a semiconductor stock correction. In […]

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The US 10-Year Yield Just Hit 5.35%. Tech Stocks Have a Problem.
Finance • October 9, 2026

The US 10-Year Yield Just Hit 5.35%. Tech Stocks Have a Problem.

The US 10-year Treasury yield touched 5.35% on October 7, 2026, reaching territory investors had not seen since 2002. It was an extraordinary number for the world’s most important government bond market, but the implications extend well beyond Treasury traders. For investors holding Nvidia, Microsoft, Amazon, growth stocks or Nasdaq ETFs, the problem is not […]

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September Was Basically Two Stock Markets Wearing One Trench Coat
Investing • October 1, 2026

September Was Basically Two Stock Markets Wearing One Trench Coat

September was a good month for the stock market. September was also a terrible month for the stock market. Both statements can be defended with perfectly respectable numbers. The Nasdaq Composite gained about 1.9% during the month, extending the extraordinary run of technology and AI-linked stocks. The Dow Jones Industrial Average went in the opposite […]

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How Big Tech Became Too Big to Regulate and What It Means for Your Money
Big Tech • September 27, 2026

How Big Tech Became Too Big to Regulate and What It Means for Your Money

In Blade Runner, Eldon Tyrell does not spend much time worrying about governments. His corporation manufactures the artificial workers on which an entire off-world economy depends. Tyrell does not operate within the system so much as occupy one of the layers holding it together. We used to watch that and think: dystopian science fiction. We […]

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What GTA VI Can Teach Investors About Impossible Expectations
Investing • August 9, 2026

What GTA VI Can Teach Investors About Impossible Expectations

Imagine this. GTA VI launches tomorrow. It earns a 96 on Metacritic. Critics call it one of Rockstar Games’ greatest achievements. Players buy 25 million copies during its first week, making it one of the biggest entertainment launches in history. And yet… The internet spends the following days explaining why it’s disappointing. Not because the […]

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Apple Stock Is Winning the AI War Without Winning AI
AI • August 1, 2026

Apple Stock Is Winning the AI War Without Winning AI

Apple wasn’t supposed to be the biggest winner of the artificial intelligence boom. For nearly two years, Wall Street rewarded one thing above everything else: AI ambition. The more GPUs you bought, the more data centers you built, and the more billions you committed to AI infrastructure, the more investors cheered. Nvidia became the face […]

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The Magnificent Seven’s New Final Boss Is Capex
AI Industry • July 27, 2026

The Magnificent Seven’s New Final Boss Is Capex

Alphabet, Tesla and Intel all gave investors something to celebrate during the latest earnings cycle. Each company beat at least one major Wall Street expectation. Each also watched its market value fall. That sounds irrational until you look at the statistic Wall Street has promoted above almost everything else: AI capex. Alphabet reported stronger-than-expected revenue, […]

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