The threat to software-backed businesses from artificial intelligence should prompt investors to shift focus from technology to companies that toil in the physical world, like miners, power producers and industrial firms, according to Ulrike Hoffmann-Burchardi, global head of equities and chief investment officer for the Americas at UBS Wealth Management. Image: Aedrian Salazar / Unsplash…
Investors expect a surge in bond issuance from hyperscalers, according to a new survey. Image: Collab Media / Pexels Source: CNBC
Debt investors are worried that the biggest tech companies will keep borrowing until it hurts in the battle to develop the most powerful artificial intelligence. Image: Lesly Derksen / Unsplash Source: Bloomberg
Smart Bricks is an AI-powered proptech that helps investors find high-quality real estate investments Image: Tim Mossholder / Unsplash Source: TechCrunch
Emerging-market stocks rose to the highest since Jan. 30 as investors bet the rally backed by artificial intelligence has more room to run. Image: TVBEATS / Unsplash Source: Bloomberg
Alphabet CEO skipped an analyst’s question about Apple on the company’s earnings call. Image: Nick Fewings / Unsplash Source: TechCrunch
Introduction A federal judge has delivered a significant blow to Elon Musk’s legal strategy, explicitly rejecting the billionaire’s claims of political interference in a high-stakes Securities and Exchange Commission lawsuit. The ruling clears the path for a trial that could see Musk forced to disgorge $150 million, a case stemming from his tumultuous 2026 acquisition…
Introduction In the high-stakes arena of artificial intelligence hardware, a single name has long commanded the field: Nvidia. But a seismic shift is brewing, fueled by a massive $230 million investment in a startup named Positron. This funding round signals a bold new chapter where deep-pocketed global investors and surging market demand are actively cultivating…
Introduction A landmark $1.2 billion loan deal, orchestrated by Deutsche Bank to finance a major software acquisition, has hit an unexpected and formidable roadblock. The culprit isn’t a shaky balance sheet or market volatility, but a profound and growing anxiety among institutional investors: the fear that the very artificial intelligence at the heart of the…
Introduction In the crisp Alpine air of Davos, where global power brokers convene, a clear-eyed strategy is emerging from the fog of AI hype. Martin Escobari, Co-President of the investment giant General Atlantic, argues that the true opportunity lies not just in the technology itself, but in navigating the profound market dislocations it creates. His…
