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10.11.26 - 23:12
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Stifel CEO on Anthropic, Integrating AI and Fed Policy (Bloomberg)
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Stifel CEO and Chairman Ron Kruszewski discusses the firm's new partnership with Anthropic, announced at Stifel's 2026 Blueprint Conference in Las Vegas. The tools are intended to help advisers organize work, improve productivity and communicate with clients, not replace human judgment. Speaking on "Bloomberg The Close," Kruszewski also comments on Federal Reserve monetary policy and the state of the market. (Source: Bloomberg)...
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10.11.26 - 22:36
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Fed′s Bowman Warns About Potential Impact of AI Bets Not Panning Out (Bloomberg)
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Federal Reserve Governor Michelle Bowman says she sees a number of risks to economic activity from financial markets, including a sharp downturn in stock prices if returns on investments in AI fall short of expectations. She speaks at a Council on Foreign Relations event in Washington. (Source: Bloomberg)...
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10.11.26 - 21:09
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"Could Be First Shoe To Drop": AI Power Stocks Tumble As SoftBank′s Write-Down Deepens Bubble Fears (ZeroHedge)
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"Could Be First Shoe To Drop": AI Power Stocks Tumble As SoftBank's Write-Down Deepens Bubble Fears
GE Vernova and Bloom Energy shares plunged Tuesday after SoftBank Group disclosed a $3.7 billion charge tied to power equipment procurement. We asked whether this write-down, cancellation, or "revised procurement strategy" in the AI spending boom could signal trouble ahead in a note titled "Masa's $3.7 Billion Bonfire: SoftBank Posts $7 Billion Loss After Torching Deposits On AI Power Gear As Interest Costs Double."SoftBank's disclosure followed Elon Musk's claim last week on X that Masayoshi Son's investment group was "defaulting on their turbine orders," an allegation SoftBank denied.For GE Vernova, however, the cancellation scare runs into a massive backlog. The company had 122 gigawatts of orders at the end of the third quarter, is targeting at least 130 gigawatts by year-end and is booking projects through 2031.GE Vernova and Bloom Energy a...
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