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29.10.26 - 09:24
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What Wall Street Really Thinks About the AI Trade Now (Bloomberg)
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It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.). So what does Wall Street make of all the news, and how are they processing an increasing sense that the laws of the economy barely apply to AI? Today, we speak with Alexander 'Alty' Altmann, global head of equities tactical strategies at Barclays, and he helps us make sense of how Wall Street really feels about the AI trade right now. We also talk about the KOSPI-fication of the S&P 500, if there are any historical precedents for the capex going into the AI buildout, and if AI is really immune to interest rates. (Source: Bloomberg)...
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29.10.26 - 09:01
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What Wall Street Really Thanks About the AI Trade (Podcast) (Bloomberg)
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It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.). So what does Wall Street make of all the news, and how are they processing an increasing sense that the laws of the economy barely apply to AI? Today, we speak with Alexander 'Alty' Altmann, global head of equities tactical strategies at Barclays, and he helps us make sense of how Wall Street really...
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29.10.26 - 03:30
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3 Wall Street firms agree to pay up to $100,000 a month to get Trump′s posts faster (Times of India)
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Donald Trump's Truth API, a subscription-based social media service, is attracting a diverse clientele, including Bloomberg and various trading firms, by offering rapid access to his posts. This service's growing popularity raises ethical questions about the commercialization of presidential communication and its potential effects on market dynamics. Amid ongoing legal challenges and mounting criticism, Trump's media company faces heightened scrutiny due to its reduced market value and controversial business practices....
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