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🗞️ News

There's so much betting against long-term bonds that a turnaround could catch investors off guard, says Citadel Securities

Wed Aug-26 14:40:25earnings85

Citadel Securities strategist Frank Flight predicts a potential bond rally and short squeeze while highlighting Nvidia's upcoming earnings report as a major test for the AI trade.

NVDA · FRESHAMD · REPRICINGAVGO · FRESHQCOM · REPRICINGTSM · FRESHMU · REPRICINGSMCI · REPRICINGPLTR · REPRICINGMETA · REPRICINGMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGwww.morningstar.com ↗

Global AI investment hits record $430bn in first half of 2026

Wed Aug-26 13:01:04other65

Global AI venture capital investment reached a record $430 billion in the first half of 2026, with hyperscalers Amazon, Alphabet, and Meta projected to spend up to $520 billion on AI infrastructure this year.

AMZN FRESHGOOGL FRESHMETA REPRICINGMSFT FRESHNVDA FRESHAVGO FRESHAMD REPRICINGQCOM FRESHMU FRESHTSM FRESHASML FRESHSMCI REPRICINGPLTR REPRICINGAAPL FRESHTSLA FRESHbusinessplus.ie ↗
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