Category: Markets and Macro

Nvidia has turned the AI boom into a structural shift in the global economy, positioning itself as the indispensable supplier of the chips and systems that power modern machine learning. Its market value, revenue growth and deal-making now shape how quickly companies, and even countries, can build advanced AI. As its power explodes, the central…

Silver’s spectacular boom and sudden collapse have turned a supposed safe haven into a trap for late‑arriving buyers. After sprinting to record levels earlier this year, the metal has given back a chunk of those gains in a matter of days, inflicting heavy losses on investors who believed the rally was bulletproof. The violence of…

The federal government is borrowing less each year but still adding to a mountain of obligations that has never been higher. The annual deficit narrowed in 2025 even as total U.S. debt surged past $38 trillion, a combination that signals short term improvement but deep structural strain. I see a fiscal picture where headline progress…

Investors have been asking whether the artificial intelligence boom has already tipped into mania, but one influential market thinker argues the classic conditions for a true bubble are not fully in place. In his view, the missing ingredient could arrive if OpenAI goes public, turning a powerful narrative into a flood of new stock that…

President Donald Trump’s latest tariff moves are starting to ripple through store shelves, and the federal government’s tariff haul has reportedly plunged by about $3 billion as a result. With Tariff Revenue falling from earlier peaks and new refund promises tied to those duties, several everyday products are poised to get cheaper even as households…

Tech leaders are selling a vision in which artificial intelligence delivers limitless prosperity, shorter workweeks, and a world where creative pursuits replace drudgery. On the ground, many workers are instead watching their bargaining power erode as software quietly absorbs tasks that once justified middle class salaries. The gap between those two realities is becoming the…

Cuba’s leadership turned subsidized Venezuelan crude into a lifeline of hard currency, even as ordinary families endured rolling blackouts, food shortages and failing infrastructure. The gap between the government’s oil trade and the reality in darkened neighborhoods now sits at the center of a regional crisis that stretches from Havana to Caracas, Mexico City and…

Michael Saylor built his reputation, and Strategy’s market identity, on the idea that Bitcoin is a once‑in‑a‑generation monetary asset worth betting the corporate balance sheet on. After the latest pullback, that bet is temporarily in the red, with the company’s massive stack now sitting below its aggregate purchase price. Yet the structure of Strategy’s financing,…

Public anxiety about artificial intelligence is no longer a niche concern, it is a political and social force that the biggest tech platforms can feel at their gates. When a leading AI founder warns that ignoring that anger will eventually bring a mob to your doorstep, he is not speaking in metaphors so much as…

Donald Trump’s family quietly agreed to sell nearly half of its flagship crypto venture to a powerful royal from the United Arab Emirates in a deal valued at $500 million, according to recent investigative reporting. The transaction handed a foreign intelligence heavyweight a major foothold in a business closely associated with the sitting president, while…