AI is unpopular, inflation is unpopular... Unfortunately for markets, a policy response to either or both issues may result in somewhat less exuberance around the AI theme...

AI is unpopular, inflation is unpopular... Unfortunately for markets, a policy response to either or both issues may result in somewhat less exuberance around the AI theme...

OpenAi and Anthropic are about to go nuclear against each other, while China watches from the sidelines knowing it will soon dominate the market.

...markets reconcile ambition with economic scarcity...

Just one day before the monster IPO, Goldman reassures investors that fundamentals are fine, valuations are fine, speculation is fine, supply is fine and IPOs are fine. Nothing to…