|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
14.10.26 - 20:06
|
US stocks fall as inflation accelerates; S&P 500 drops 1.1%, Nasdaq slides 1.6% (Times of India)
|
|
|
Wall Street faced a noticeable dip in stock prices following a surprise rise in inflation data, which has raised concerns over borrowing costs. As Treasury yields soared, investors pondered the shifting allure between equities and bonds. Major banks explored both the potential gains and risks tied to investments in the artificial intelligence sector. Although AI infrastructure is evolving, rising interest rates could jeopardize project success and returns....
|
|
|
|
|
|
|
14.10.26 - 18:48
|
Anthropic Opens Its Books To Wall Street As OpenAI′s $20 Billion "Gross-Net" Hole Hangs Over AI Trade (ZeroHedge)
|
|
|
Anthropic Opens Its Books To Wall Street As OpenAI's $20 Billion "Gross-Net" Hole Hangs Over AI Trade
One number.
That is what an entire equity complex, by now worth tens of trillions across public and private markets, is waiting for today in San Francisco. As Bloomberg first reported, Anthropic invited a select group of institutional investors to its headquarters for a closed-door session with senior leadership ahead of what could be the largest IPO in history. According to CNBC, the company will use the meeting to release updated financials, and one figure matters far more than the rest: the revenue run rate.
"When word gets out about the revenue run rate, it will move the entire market," said JonesTrading's Mike O'Rourke. "The investment community wants to know whether Anthropic is going public from a position of strength or weakness."
Goldman's trading desk agrees. In this morning's "What Matters Today" (available to pro subs), Goldman's Nelson...
|
|
|
14.10.26 - 18:42
|
MÄRKTE USA/Hohe US-Inflation schickt Aktien auf Talfahrt (Dow Jones)
|
|
|
Von Steffen Gosenheimer DOW JONES--Höher als erwartet ausgefallene Verbraucherpreise trüben am Mittwoch an der Wall Street die Stimmung. Am Anleihemarkt schossen die Renditen geradezu nach oben, ehe sich die Lage wieder etwas beruhigte. Die meist beachtete ......
|
|
|
14.10.26 - 18:31
|
Stocks, Bonds Fall as CPI Data Fuel Fed-Hike Bets (Bloomberg)
|
|
|
Stocks joined bonds lower as the fastest increase in inflation since April bolstered bets the Federal Reserve will keep lifting interest rates amid elevated energy costs.
Kenneth Tropin, Chairman and Founder of Graham Capital Management, discusses the firms quant and discretionary investing strategies. (Source: Bloomberg)...
|
|
|
|