A 3D relief map of the world, primarily showing North America and Europe, in various vibrant colors (orange, green, white, yellow, blue, red) on a blue background. The large Nvidia logo, half white and half green, is centered, with the white text "NVIDIA" below it, casting shadows.

Bloomberg Says Billions Of Dollars Of Nvidia Chips Are Reaching China Through A Worldwide Smuggling Network. Nvidia Shares Are Up 27.37% This Year.

Published: by AJ Tiarsmith

A worldwide network allegedly moves billions of dollars in Nvidia chips into Chinese AI labs while the stock climbs to historic highs, raising a question investors have not yet answered: does any of this actually matter to the company?

A person in a dark suit holds a smartphone, engaging with a glowing blue digital overlay representing banking and financial technology. The central icon is a bank building with a dollar sign, surrounded by interconnected icons for mobile banking, global access, financial documents, security, credit cards, user profiles, and digital receipts. A laptop is visible on the right, and the background features abstract blue digital patterns, conveying a futuristic and interconnected financial system.

Lead Bank CEO Jackie Reses Says Nobody Is Talking About How Banking Laws Must Change When AI Agents Start Driving Transactions. Her Firm Wrote The Proposals Itself.

Published: by Eric Bleeker

AI agents are already moving money, and nobody in banking has written the rules for what happens next. One bank CEO decided to stop waiting for regulators and draft the proposals herself.

Kathleen Kennedy Says Leaving Lucasfilm Was A Relief. Now She Wants Hollywood To Decide How It Uses AI Before Someone Else Does.

Published: by Joel South

Kathleen Kennedy left one of Hollywood's most powerful jobs feeling relieved, not bitter, and now she is building a rulebook for generative AI before studios, courts, or tech vendors write it for the industry instead.

A digital graphic showing two large, upward-curving arrows against a dark, tech-themed background with glowing lines and circuit patterns. The orange arrow at the top right has the multi-colored Google 'G' logo. The green arrow below it has the white Nvidia logo and text. Smaller upward arrows and glowing data points are visible in the background.

Google Says Gemini 4 Argon Retakes The Benchmark Lead And Costs Less Than OpenAI And Anthropic. Almost Nobody Can Use It Yet.

Published: by Jeremy Phillips

Google claims its newest AI model beats every competitor on benchmarks and undercuts them on price, but the customers who would prove that case cannot access it yet.

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Plexo Capital’s Lo Toney Says Anthropic’s IPO Will Reset How Investors Value AI. His Firm Is An Investor, And The Leaked Prospectus Reportedly Shows A $42 Billion Loss.

Published: by AJ Tiarsmith

A venture investor publicly championing Anthropic's IPO also holds a stake in the company, and a leaked prospectus reportedly pairs a trillion-dollar valuation target with an 80-page warning that the product could threaten human survival.

A close-up, low-angle view of the white marble exterior of the Federal Reserve building. The words 'FEDERAL RESERVE' are carved in capital letters into the stone facade, which exhibits subtle veins and a weathered appearance, with architectural cornices and molding details visible above the inscription.

Minneapolis Fed President Neel Kashkari Sees One More Rate Hike This Year And Another In 2027, Even After Inflation Data Came In Softer Than Expected

Published: by Eric Bleeker

Softer inflation data arrived and a top Fed official left his rate hike plans completely untouched, while bond markets are pricing in far more tightening than the Fed itself expects. Someone has this badly wrong, and the repricing when the gap closes will hit bond holders hard.

A candid shot of an older couple, a man with grey hair and beard and a woman with blonde hair and glasses, in a serious discussion across a wooden table with a younger person whose back is mostly visible. A silver laptop, papers, a smartphone, and a white coffee mug are on the table. The man gestures with both hands while speaking, and the woman listens intently with a hand to her chin. The background features a light wall and a dark decorative object.

Suze Orman Has Spent Over 40 Years Helping People With Their Money. These Are The 5 Regrets She Hears Again And Again.

Published: by AJ Tiarsmith

After four decades of financial advising, Suze Orman noticed the same painful patterns showing up in her clients' stories. The five regrets she keeps hearing all trace back to one uncomfortable truth about who is actually making your money decisions.

A dark, futuristic digital rendering shows a dramatic financial market downturn. A prominent red candlestick chart with a large, glowing red arrow points sharply downwards in the foreground. Above it, a bright blue, circuit-board patterned cloud, symbolizing cloud computing, hovers over rows of illuminated data servers. In the background, green dollar signs and upward arrows provide a visual contrast to the dominant red decline, suggesting a broader economic context for the tech sector's struggles.

CoreWeave CEO Mike Intrator Says His Margins Are Beating Rising Rates. The Stock Is Down 28.8% Over The Past Year

Published: by Joel South

CoreWeave's CEO says margins on new infrastructure are outpacing rising interest rates, but the company's financials tell a more complicated story that the stock has already started to price in.

A woman with brown hair and glasses, wearing a blue long-sleeved sweater, sits at a wooden table. She holds a white tablet in her left hand, which displays a news article with the prominent headline 'Trump Accounts'. Her right hand holds a pen, resting on several paper documents spread across the table. An open white envelope and a light brown coffee mug are also on the table. In the background, a bright window and a kitchen counter with various items are visible, illuminated by natural light.

The Treasury Is About To Auto-Enroll More Than 60 Million Kids In Trump Accounts. The $1,000 Deposit Only Goes To Some Of Them

Published: by Jeremy Phillips

Tens of millions of children are about to get Trump Accounts whether their parents ask for one or not, but the $1,000 government deposit comes with a catch that depends entirely on when your child was born.

A construction worker wearing a yellow hard hat, lime green safety vest, and gray work pants is bent over, working on a concrete structure with rebar. He holds a tool in his right hand. Wooden planks are part of the formwork below the concrete. In the background, a large white and red construction crane rises against a light blue sky with wispy clouds. The scene is set outdoors on a bright day.

Ford CEO Jim Farley Says The Country Is Short Millions Of Skilled Trades Workers, And He Blames The Idea That A College Degree Is Worth More

Published: by AJ Tiarsmith

Ford CEO Jim Farley is calling the skilled trades shortage a cultural problem and betting a Got Milk style ad campaign can fix it. But signed construction backlogs worth billions tell a different story about how fast awareness alone can train an electrician.

A composite image featuring the American flag rippling across the upper left. Overlaying the flag and a map of the Middle East are translucent financial candlestick charts with some bars in red (declines) and others in blue/white (gains), along with glowing blue and red numerical data points. The map prominently displays countries like Saudi Arabia, Iran (highlighted in red), Iraq, Syria, Egypt, and Afghanistan. The overall impression suggests global economic and geopolitical volatility.

Middle East Oil Flows Are Back To Near Pre-War Levels. A Bloomberg Correspondent Asks Why Crude Is Still Nowhere Near Its Pre-War Price

Published: by AJ Tiarsmith

Middle East crude shipments have nearly recovered, yet oil prices remain far above where they started before the war. A Bloomberg correspondent broke down the four forces keeping the market from doing what basic supply logic says it should.

A social media post from Donald J. Trump's account shows a map featuring the Persian Gulf, Gulf of Oman, and the Strait of Hormuz. The top of the image prominently displays the text 'NEW U.S. Territory' above a red, white, and blue stripe with stars, resembling the U.S. flag. The Strait of Hormuz area is highlighted within a blue circle on the map, with Iran labeled along its coast. At the bottom, a blue banner contains the text 'STRAIT OF HORMUZ'.

Trump Said The Iran Conflict Would Take Four To Six Weeks. Seven Months In, His Own Timeline Now Points Two Different Directions After November

Published: by Joel South

Trump's original four-to-six-week war forecast now shares the record with a seventh month of conflict, and his own administration is pointing to two opposite outcomes for after the midterms, leaving oil markets forced to price a contradiction.

An aerial view of a large construction site featuring a long, light-brown colored data center building with numerous grey rectangular cooling units on its roof and along one side. A very tall red crane stands prominently near the building. The surrounding ground is reddish-brown dirt, covered with construction materials, smaller buildings, equipment, and vehicles. In the background, there are residential areas, lush green trees, a distant city skyline, and mountains under a bright sky.

The Head Of America’s Building Trades Unions Says The Data Center Boom Is A New Industrial Revolution. The Bottleneck Is Not Workers, It Is When Companies Pick Up The Phone

Published: by AJ Tiarsmith

The AI buildout needs electricians and pipefitters by the thousands, and the head of North America's Building Trades Unions says the workforce can scale to meet it. The obstacle is not a shortage of workers but a decision companies have not made yet.

A close-up shot shows a small, rectangular microchip with the design of the American flag on its surface. A pair of silver tweezers is holding the chip, positioning it over a blue circuit board filled with various small electronic components and intricate traces. The foreground and background are slightly blurred, emphasizing the chip and tweezers.

Arctic Wolf’s CEO Says Companies Now Have To Defend At Machine Speed. His Company Has Been Talking About An IPO Since 2021 And You Still Cannot Buy It

Published: by Jeremy Phillips

Arctic Wolf's CEO says cyberattacks now move faster than any human can respond, and his company has spent five years signaling it wants to go public. Investors curious enough to search for a ticker will find something telling.

A middle-aged man with a beard and glasses, wearing a blue denim shirt, sits at a wooden table. He is intently looking at a tablet propped up in a black case, which displays text about a Senate antitrust exemption vote. His right hand is raised to his chin in a thoughtful pose, and his left hand holds a two-tone ceramic coffee mug. The background shows a blurred, bright living room interior.

The Senate Just Voted To Hand College Sports An Antitrust Exemption. Here Is What That Actually Means, And Why Almost No Industry Gets One

Published: by Eric Bleeker

Congress just handed college sports something almost no industry ever receives, and the fight over who it actually protects has barely begun.

A long, dark data center corridor is illuminated by blue and green lights emanating from server racks lining both sides. A large, luminous blue graphic of a microchip with the letters 'AI' is projected onto the ceiling and its inverted reflection appears on the glossy floor. The background features a blurred blue network circuit pattern, reinforcing the high-tech, digital theme.

Everyone Knows Cummins For Diesel Engines. Its Fastest-Growing Profit Center Now Runs On AI Data Center Demand.

Published: by AJ Tiarsmith

Cummins built its reputation on diesel engines, but one overlooked corner of the business is quietly outpacing everything else on profit, and it has a surprising connection to the AI boom.

A woman in a dark blue blazer sits at a light-colored wooden table, pointing at a laptop screen that displays a circular diagram titled "Life Insurance Policies and Plan." Across from her, a man in a blue shirt is partially visible from the shoulder, with his hands clasped on the table. A bright window is in the background.

A Morgan Stanley Advisor’s Rule For This Market: Match Your Money To When You Need It, And Stop Chasing The Coupon.

Published: by AJ Tiarsmith

Treasury yields are near a 12-month high, and a Morgan Stanley private wealth advisor says most investors are asking the wrong question first. Here is the calendar-based discipline she uses before a single yield crosses her desk.

A woman with dark hair pulled back, wearing a gray suit jacket and a light blue collared shirt, stands at a dark gray podium. Her hands are open and gesturing outwards. Behind her is a vibrant blue wall with a large circular emblem featuring a globe and laurel wreaths. In the blurred foreground, the backs of several people, possibly members of the press or an audience, are visible, holding cameras or listening.

Britain’s New Prime Minister Is Preparing To Ask Voters For More Tax. The Country’s Biggest Business Lobby Says That Won’t Deliver Growth.

Published: by Joel South

Andy Burnham is doing something British prime ministers almost never do: signalling tax hikes before an election. Now the country's largest business lobby is pushing back hard, and a defining budget is just weeks away.

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The Tariffs Are Meant To Bring Biotech R&D Home. Michael Froman Warns They Could Hand China More Of It Instead.

Published: by AJ Tiarsmith

A tariff designed to pull biotech research back to American soil may be quietly pushing the smallest drug developers toward China instead, and a former U.S. Trade Representative says the mechanism is hiding in plain sight.

A grayscale image features rows of black industrial oil barrels, some stacked on wooden pallets, against a light-colored industrial building. Transparent red and blue candlestick charts, a jagged pink line graph, and solid red vertical bars are overlaid, all indicative of a market downturn.

Crude Has Been Falling For Two Weeks But Diesel Hasn’t Followed. One Analyst Says The Bottleneck Isn’t Oil At All.

Published: by Joel South

Crude oil has been sliding for two weeks, yet diesel prices keep climbing, and one senior analyst says the culprit has nothing to do with how much oil is in the ground.

A close-up overhead shot shows a person's hands engaged in financial work on a desk. One hand operates a black calculator with red and white buttons, while the other holds a stack of white paper receipts. An open spiral notebook, a black smartphone, and various financial documents with charts and graphs are spread across the wooden desk. The person wears a grey long-sleeved shirt, with warm sunlight illuminating the scene from the left.

Student Loan Forgiveness Became Taxable Again This Year. The Bill Doesn’t Arrive Until Early 2027, And Your State May Want A Cut Too.

Published: by Jeremy Phillips

Private-sector loan forgiveness in 2026 triggers a tax bill that stays completely invisible until a form arrives months after the fact, and your state may be waiting in line behind the IRS.

Trump Rejected Iran’s Hormuz Deal And Oil Is Rebounding. The Bigger Move Is In Treasuries, Where The 10-Year Just Hit A One-Year High.

Published: by Joel South

Trump's rejection of Iran's Hormuz ceasefire sent oil prices climbing, but traders watching crude may be missing the market that reprices everything else from mortgages to stocks.

A close-up shot shows a small, rectangular microchip with the design of the American flag on its surface. A pair of silver tweezers is holding the chip, positioning it over a blue circuit board filled with various small electronic components and intricate traces. The foreground and background are slightly blurred, emphasizing the chip and tweezers.

Amprius Just Won $75 Million To Make Drone Batteries In America. Its CEO Says The First Cells Ship In Early 2028.

Published: by AJ Tiarsmith

A federal grant just handed a silicon anode battery maker a shot at supplying the drone market from American soil, but the factory that would do it has not yet run a single cell.

A side view of a diverse group of eight business professionals—men and women of varying ages—seated around a long, dark conference table in a modern, dimly lit room. They are dressed in dark suits and business attire, engaged in a discussion. Some individuals are gesturing with their hands, and their expressions indicate focus and engagement. The background features a dark, textured wall.

All-In Panel: Anthropic’s Own CEO Is Sabotaging Its IPO

Published: by Eric Bleeker

Some of tech's loudest investors are telling Anthropic's board to fire its own founder before the company goes public. Prediction markets heard the same case and moved their money in the opposite direction.

A dark-skinned man with a shaved head, wearing a light blue dress shirt and a dark tie, sits at a wooden desk. He looks intently at a silver laptop on the left, with his right hand resting on his chin in a thoughtful pose. His left hand holds a pen above an open white notebook. A gold watch is visible on his left wrist. In the background, a sunny window, a dark globe, and white folders on a shelf are visible. A white coffee cup is on the far right.

‘Financial Independence Is Not Something You Just Stumble Into’: David Fagan on Why Luck Gets Too Much Credit

Published: by Joel South

Someone once told David Fagan he was lucky to be financially independent. The comment stopped him cold. “I had to […]

A man in a dark suit and light blue collared shirt stands in the middle of a Golden Corral buffet restaurant. He looks forward with a serious expression. Behind him are several food warming trays with various dishes, and in the background, red walls with the orange 'golden corral' logo and a black sign stating 'Serving since 1973'. White overlay text reads 'WE'RE HAVING A DIFFICULT YEAR.' and below it, 'LANCE TRENARY, CEO, GOLDEN CORRAL - 41 YEARS'. A '24/7 WALL ST.' logo is in the bottom right corner.

‘We’re Having A Difficult Year.’ Golden Corral’s CEO On The One Habit He’ll Never Break After 41 Years With The Company.

Published: by AJ Tiarsmith

Golden Corral's CEO broke a rule most executives follow carefully and admitted on national television that the company is struggling. What he said next reveals the management philosophy behind 41 years at one brand.

An illustration of a sprawling, futuristic data center at dusk under a stormy sky with lightning strikes. The data center buildings feature glowing blue and orange server racks. A large screen displays 'AI CAPEX: ACCELERATING' and 'MARKET STATUS: CAUTION - WATCH FOR BREAK' with a financial graph. Glowing circuit board patterns are etched into the dry, rocky ground, connected by illuminated pipes and power lines. In the foreground, a man in a suit stands on rocks, looking towards the data center through binoculars.

Polymarket Now Puts Anthropic’s 2026 IPO at 76%. The All-In Panel Says Open Source Took 80% of Token Usage in 12 Weeks.

Published: by AJ Tiarsmith

Prediction market traders have quietly priced out an Anthropic IPO for the next several weeks, while a single viral chart is reshaping how the All-In panel thinks about whether closed AI models can hold their revenue at all.

Two financial professionals, seen from behind, are in a dimly lit trading room filled with numerous glowing blue and green computer screens displaying stock charts and financial data. The man in the foreground has both arms raised in a gesture of reaction, while a woman stands nearby. The screens show various graphs and numbers, some with red and green indicators, creating an intense, data-rich environment.

‘Banks Need To Prepare For Some Degree Of Self Cannibalization.’ BofA’s Ebrahim Poonawala On Why Meta’s Muse Is Hitting Bank Stocks.

Published: by Joel South

Meta's new AI agent rattled bank stocks by targeting something banks have quietly relied on for years, and a top BofA analyst says the only way to survive it requires an uncomfortable trade-off.

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‘The Stock Price Went Up by 582% in a Single Day.’ A Finance Professor’s Favorite Example of Market Madness Is Now Trading at $2.32.

Published: by AJ Tiarsmith

A London Business School professor built his theory of market madness around a single sneaker company that briefly rewrote its identity and watched investors go haywire. What actually happened to the stock tells a stranger story than the headlines did.

The official seal of the Board of Governors of the Federal Reserve System, colored red, white, blue, and gold, is displayed on a dark blue background. The seal partially overlays a bright background composed of scattered U.S. one hundred-dollar bills. A large, diagonal red arrow points from the lower left corner towards the upper right corner across the image.

Core Inflation Is Running At 3.34% And Kevin Warsh Won’t Say Whether Rates Are Restrictive. CNBC’s Steve Liesman Explains The Fed Chair’s New Framework.

Published: by AJ Tiarsmith

Fed Chair Kevin Warsh scrapped the vocabulary bond traders have relied on for years to read the Fed's next move, and CNBC's Steve Liesman says the replacement framework is much harder to decode from the outside.

A composite image featuring the Chinese flag with its red background and yellow stars overlaid on the American flag with its red, white, and blue stripes and white stars. Superimposed on this are digital stock market numbers in green and red, representing financial data. A prominent graphic of a translucent white microchip labeled 'AI' with surrounding circuitry lines is also visible, with a faint human hand reaching towards it.

‘We’re Going To Find Ourselves In AI Like We Are In Electric Vehicles’: A Former Pentagon Capital Chief Says China Is Winning The Open Source Race

Published: by Joel South

A former Pentagon capital chief argues the U.S. is measuring the AI race with the wrong scoreboard, and that the architecture powering the current AI boom may hand China a strategic advantage hiding in plain sight.

A person in a business suit points a finger towards a glowing hexagonal icon containing three gears, part of a network of white outlined financial symbols, against a blurred blue and white background. The prominent white word 'BONDS' appears in the upper right. Other hexagonal icons include a bank building, a globe, multiple bar charts, a grid of dots, a laptop, a dollar sign, and a group of three people.

‘The Bond Market Is Usually Right’: Miller Tabak’s Matt Maley Says Stocks Can Shrug Off Surging Yields For Months, But Not Forever

Published: by Eric Bleeker

Stocks have shrugged off surging Treasury yields for months, but Miller Tabak's Matt Maley points to a cluster of warning signs that historically mark the moment calm tips into crisis.

A smiling Black woman with her hair in a bun and wearing glasses sits at a desk, looking at three large computer monitors displaying colorful financial charts and graphs. She is holding a computer mouse with her right hand and a keyboard is in front of her. A tablet showing similar data and a white coffee cup are also on the white desk. The background shows a blurred modern office environment with other people working.

‘You Can Get High Quality Fixed Income At 6.5%. That’s What The Equity Market Is.’ JPMorgan’s Priya Misra Says The Last 20 Basis Points Of The Treasury Selloff Was Positioning, Not Data.

Published: by AJ Tiarsmith

A JPMorgan bond manager argues the recent Treasury selloff went too far, too fast, and says investors are overlooking an opportunity hiding in plain sight while chasing the wrong inflation story.

Three luxury watches are displayed on a wooden surface. The leftmost watch has a black crocodile-patterned leather strap and a silver skeletonized dial with intricate gears and blue hands. The middle watch features a brown crocodile-patterned leather strap and a light tan, textured dial with gold hour markers and hands, bearing the brand name 'CREDOR'. The third watch has a black crocodile-patterned leather strap and a clean white dial with black stick hour markers and hands, also labeled 'CREDOR'. A fourth watch is partially visible on the far right.

There Are Over 450 Swiss Watch Brands. Four of Them Account for Three Quarters of All the Profits, and U.S. Exports Just Fell 19%.

Published: by Jeremy Phillips

Swiss watch exports are moving in opposite directions depending on where you look, and the brands absorbing the biggest hits are not the ones most investors would expect.

A man with short grey hair and a blue long-sleeved shirt sits at a wooden table, looking intently at a tablet he holds. His right hand is on his chin, conveying thought. The tablet displays a news article titled 'GLOBAL WAR AFFECTS GLOBAL GAS MARKETS' with a map. In the background, a TV screen shows a news segment with the text 'IRAN WAR AFFECTS GLOBAL GAS'.

Qatar’s Prime Minister Calls the Iran War an ‘Earthquake’ That Tested His Country’s Foundations. The Aftershocks Are Moving Through the Global Gas Market.

Published: by AJ Tiarsmith

Qatar’s prime minister, Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani, reached for a geological image when Bloomberg asked him […]

A panoramic view from a high-rise office shows the illuminated Shanghai skyline at dusk, with the Oriental Pearl TV Tower and other skyscrapers alongside the Huangpu River. In the office, a man in a suit sits at a desk, looking at a large wall screen displaying a 'Global GPU Market Share' pie chart with a 70-75% segment and an image of robotic arms in a factory. A tablet in the foreground displays a quote: 'They're not trying to create god in a box.' and an illustration of a microchip.

‘They’re Not Trying to Create God in a Box.’ A Shanghai-Based Advisor Says America’s GPU Lead Is Real, and Still Woefully Incomplete.

Published: by Eric Bleeker

A Shanghai-based advisor says the West is measuring the wrong race entirely, and his argument hinges on a single phrase: good enough is good enough.

A woman with blonde hair tied back and glasses sits at a modern desk, intently viewing a large computer monitor displaying financial charts with upward trends. Her right hand points to a specific rising point on the main screen. A laptop is visible to her left, and she holds a tablet showing more graphs. A white computer mouse rests on the desk, with a bright, blurry window in the background.

Cathie Wood: ‘We Will Be Seeing Regularly and Perhaps On Average, Growth North of 7%’

Published: by AJ Tiarsmith

Cathie Wood just called a 7% growth forecast conservative, and her reasoning pulls together oil prices, ancient economic history, and five converging technologies into a single bet on timing as much as direction.

A man wearing glasses and a navy blue sweater points to a white tablet screen, while a blonde woman in a white polka-dot blouse smiles and looks at the screen. They are seated at a glass table with several financial charts and graphs on papers, a yellow mug, and a calculator. A gray sectional couch and a sunlit window are visible in the background, creating a bright and comfortable home or office setting.

Codie Sanchez: ‘You Will Never Be Stupid Rich If You Jump and Change Every 2 to 3 Years’

Published: by Joel South

Investor Codie Sanchez argued on her show BigDeal that boredom tolerance separates high performers from quitters. Business Insider profiled the […]

An illustration of a sprawling, futuristic data center at dusk under a stormy sky with lightning strikes. The data center buildings feature glowing blue and orange server racks. A large screen displays 'AI CAPEX: ACCELERATING' and 'MARKET STATUS: CAUTION - WATCH FOR BREAK' with a financial graph. Glowing circuit board patterns are etched into the dry, rocky ground, connected by illuminated pipes and power lines. In the foreground, a man in a suit stands on rocks, looking towards the data center through binoculars.

Animal Spirits on AI’s ‘House of Cards’: ‘Whatever You’re Worried About, Just Assume That the Market’s Worried Too’

Published: by Joel South

A $22 trillion AI complex built on corporate cash flows instead of retail speculation sounds like a bull case, but Michael Batnick and Ben Carlson see three very different futures hiding inside that number, and only one of them rewards the companies doing the building.

A smiling Black woman with her hair in a bun and wearing glasses sits at a desk, looking at three large computer monitors displaying colorful financial charts and graphs. She is holding a computer mouse with her right hand and a keyboard is in front of her. A tablet showing similar data and a white coffee cup are also on the white desk. The background shows a blurred modern office environment with other people working.

Natixis Economist: Trump Can Compromise on Taiwan. AI Is the One He Won’t Give Up.

Published: by AJ Tiarsmith

A Natixis economist ranking US-China pressure points puts one issue above Taiwan on the escalation ladder, and her reasoning about who currently holds the advantage will unsettle anyone betting on American dominance in the sector.

A medium shot of Nvidia CEO Jensen Huang, an East Asian man, wearing glasses and a black leather jacket. He is looking slightly to his right, speaking and gesturing with both hands. The background is a white wall with repeating green NVIDIA logos and blue CES logos.

Nvidia’s Jensen Huang: ‘We Have to Shut the Labs Down’ if AI Companies Can’t Contain Their Models

Published: by Jeremy Phillips

Jensen Huang told Ezra Klein that AI alarmism has gone too far, and in the same conversation said some labs should shut down. Holding both positions at once is the point, and most of the coverage missed it.

A group of diverse men in business suits are seated around a large, polished oval conference table. In the background, a large screen displays the 'DFC U.S. International Development Finance Corporation' logo. Behind the table, multiple flags from various countries are displayed in a row. Nameplates for 'Amb. Mark Green' and 'Keith Krach' are visible on the table. The men are engaged in discussion, with some looking at documents and others gesturing, amidst water bottles and microphones.

‘Trade Has Been Weaponized’: Thailand’s Foreign Minister on Negotiating Tariffs Without Superpower Leverage

Published: by Joel South

Thailand's foreign minister says the real sticking point in US tariff talks has nothing to do with the tariff rate itself, and his choice of words reveals exactly where mid-sized economies lose leverage in this era of trade as foreign policy.

A silhouetted figure in a suit stands on a very tall stack of gold coins, viewed from slightly above and behind. The person looks out over a vast, blurred crowd of people, illuminated by warm, golden light in the background. The foreground coins are sharp, while the background crowd is out of focus, creating a sense of depth and prominence for the central figure.

800,000 Applications, Fewer Than 300 Hires: Why Bending Spoons’ CEO Says Private Equity Can’t Copy His Model

Published: by AJ Tiarsmith

Bending Spoons chief executive Luca Ferrari sat down with Chamath Palihapitiya on All-In, released September 23, 2026 by All-In Podcast, […]

A digital artwork showing a human-like robot in a dark suit with glowing blue digital features on its face and a robotic hand. The robot's hand interacts with a luminous blue circular interface, while a fluctuating blue stock market graph with numerical data floats in the background over a blurred dark blue city skyline with a faint world map.

Former Singapore Foreign Minister on AI: ‘It Marks a Qualitative Leap in Human Civilization. It Will Change Everything From Top to Bottom’

Published: by AJ Tiarsmith

Two of Asia's most seasoned diplomats argue the most transformative technology in human history has arrived at the single worst moment for the two powers building it to talk to each other. What that tension means for capital, compute, and global stability deserves a closer look.

A human hand, with the index finger extended, appears to touch a glowing, translucent blue and red financial chart overlayed on a dark, blurred background. The chart displays candlestick patterns, line graphs, volume indicators, and various numerical values, including '1196.52' prominently. The hand is slightly out of focus in the foreground, while the digital interface shows stock market data and trends in various shades of blue, red, and white on a dark blue-black background.

Josh Brown on Fortinet: ‘This Is Actually a Breakout in Progress. I Like It Right Here.’

Published: by Joel South

Josh Brown walked through five cybersecurity charts on CNBC and came away with very different verdicts, praising one name as a textbook breakout while calling another's pattern outright frustrating despite keeping it on his list.

A bald man in a grey suit and red tie smiles directly at the camera while standing in a Blockbuster video store. He holds several stacks of white and black VHS tapes, with the blue 'BLOCKBUSTER VIDEO' logo clearly visible on one of the tapes. Behind him, long rows of white shelves are filled with numerous movie VHS tapes, and blue signs labeled 'KIDS' are prominent in the aisles.

A New Blockbuster Store Every 17 Hours: How Wayne Huizenga Turned a Trash Empire Playbook Into a Video Rental Monopoly

Published: by Jeremy Phillips

Wayne Huizenga saw a trash empire hiding inside a video rental store, and he moved faster than anyone thought possible. What he never questioned was whether the industry itself could survive the decade.

A man in a light blue dress shirt and tie sits in a dark office chair, holding a white mug in his right hand. In front of him, a large, glowing gold Bitcoin symbol is encircled by bright, abstract lines and numerous digital zeros and ones, representing binary code. The background is a dark blue, infused with subtle glowing lines resembling a circuit board, with more binary code scattered throughout. The man looks thoughtfully towards the Bitcoin symbol.

Calamos CEO on Bitcoin: It’s Not About Whether You Should Own Bitcoin, ‘It’s How Much Are You Allocated’

Published: by AJ Tiarsmith

Speaking on CNBC on September 22, 2026, John Koudounis, chief executive of Calamos Investments, argued that the institutional debate over […]

Two financial professionals, seen from behind, are in a dimly lit trading room filled with numerous glowing blue and green computer screens displaying stock charts and financial data. The man in the foreground has both arms raised in a gesture of reaction, while a woman stands nearby. The screens show various graphs and numbers, some with red and green indicators, creating an intense, data-rich environment.

Josh Brown on Nvidia: ‘98% Earnings Growth Is Boring’

Published: by Joel South

On CNBC’s Halftime Report Tuesday, September 22, 2026, Ritholtz Wealth Management CEO Josh Brown flipped the script on the AI […]

A wide, slightly angled shot of a modern, highly automated factory floor. Multiple white and blue robotic arms extend over a conveyor belt system, where electronic circuit boards are being assembled. The factory is brightly lit with cool white fluorescent lights, reflecting off the clean, metallic surfaces. Green indicator lights are visible on various machines. The overall impression is one of precision, efficiency, and advanced industrial technology.

Defense Manufacturer CEO: ‘It’s Not a Humanoid Robot Problem.’ The Real Bottleneck in Autonomous Factories Is Software

Published: by AJ Tiarsmith

A defense manufacturing CEO says the entire robotics conversation is focused on the wrong part of the factory. His explanation of where the real bottleneck lives challenges some expensive assumptions about what autonomous production actually requires.

View from inside a car with a black steering wheel and dark interior, looking out through the windshield onto a city street. An augmented reality overlay displays digital information: a blue outlined truck to the left labeled 'Truck: Stop Speed: 0MPH' and a red outlined van to the right labeled 'Van: Turn left Speed: 5 MPH'. Buildings and generic city infrastructure are visible through the windshield. The dashboard includes a digital screen showing a blue SUV graphic and a speed gauge at '0'. Below, a secondary touchscreen displays various app icons such as music, calls, and weather.

Aurora CEO: Driverless Trucks Reach 200-Unit Milestone by Year-End, Targeting Profitability in 2028

Published: by Jeremy Phillips

Aurora's CEO climbed into a driverless semi with a CNBC camera rolling and put three specific, dated targets on the record that investors can now hold him to. The company's market cap and its stated revenue run rate tell two very different stories.

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