The biggest story of the day is not a price move. It is how much capital the artificial intelligence build out is now demanding from public markets at the same time. Anthropic filed for a public listing that aims at more than one trillion dollars in value, Alphabet announced an eighty billion dollar equity raise to fund AI infrastructure, and convertible bond issuance is on track for a record year.
Friday is opening with green futures and a fresh AAII reading that says retail investors are warming back up to stocks. …
Q1 earnings season is doing what it always does. It pulls income investors back to the same questions about yield, …
The record rally hit pause overnight. Fresh US military action in Iran reminded traders that geopolitics still drives …
Markets walked into the Memorial Day weekend with a quiet message: the Iran war scare is no longer in the price. The …
The week opens with a quiet message from the bond market and the dollar. Risk premia have moved without a single Fed …
Equity futures held firm before the Memorial Day pause, with traders looking past a softer crude tape and a fresh …
Risk appetite cooled this week. Crypto exchange traded funds saw heavy outflows, the largest spot Bitcoin product lost …
The mood in rate sensitive corners of the market shifted overnight. The latest Fed minutes read as the most hawkish in …
The 2026 IPO calendar is loaded with AI names, and the next few weeks will tell us whether public market investors have …