Google has lost two prominent AI figures, but the real concern is the complex math impacting its stock price, raising questions about its future AI strategy.
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Investing & Financial Markets
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The labor share. Is value really moving from labor to capital? The data isn’t on anyone’s side yet.
Examining whether data shows a shift in value from labor to capital amid AI advances, with conflicting signals at the aggregate and margin levels.
The bridge. Why the AI buildout runs on a nuclear story and a gas reality.
Analysis of how AI data centers rely on gas for immediate power while nuclear promises long-term clean energy, revealing a timeline mismatch.
Alan Greenspan, economist and longtime head of the Federal Reserve, dies at 100
Alan Greenspan, influential economist and former Federal Reserve Chair, has died at age 100. His death marks the end of an era in U.S. economic policy.
Alan Greenspan, Fed Chairman Through Prosperity and Crisis, Dies at 100
Former Federal Reserve Chair Alan Greenspan has died at age 100, ending a career marked by leadership through economic booms and crises.
The policy menu. There’s no single answer. There’s a menu — and choosing is a values choice in disguise.
Exploring the diverse policy options for managing AI-driven economic shifts, emphasizing values and uncertainty over singular solutions.
The stake. Why the answer to automation is broad-based ownership, not a bigger transfer.
Experts argue that expanding ownership of capital, rather than increasing taxes, offers a market-friendly way to address AI-driven value shifts from labor to capital.
Understanding Anthropic’s $965B Series H: The Compute Revolution
Anthropic’s latest funding round highlights a $965 billion valuation focused on securing AI hardware infrastructure—chips, memory, and power—marking a compute revolution.
Easing tensions with Iran push mortgage rates lower — but a potential Fed rate hike clouds the outlook
Mortgage rates declined following easing tensions with Iran, but expectations of a Federal Reserve rate hike keep market uncertainty high.
A Stock Trader’s Guide to Navigating a Rare ‘Super El Niño’
A rare ‘Super El Niño’ is predicted to develop by 2027, posing risks to global markets through climate-driven inflation and sector shifts. Traders need to prepare now.