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Trading Desk: Has the Fed Chair Bought the Hype?
Well, the market has a new favorite parlor game: Is Artificial Intelligence the next revolutionary platform — or the next spectacular bubble? We all hang
Trading Desk: Building The Future, $78 Billion At A Time
By now you’ve probably noticed the eye-watering sums of money being shoveled into the great artificial intelligence furnace. We’re not talking about rounding errors; we’re
Trading Desk
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Trading Desk: Has the Fed Chair Bought the Hype?
Well, the market has a new favorite parlor game: Is Artificial Intelligence the next revolutionary platform — or the next spectacular bubble? We all hang on every word from the big financial regulators, and this week, the Federal Reserve’s Chairman himself decided to weigh in.
Trading Desk: Building The Future, $78 Billion At A Time
By now you’ve probably noticed the eye-watering sums of money being shoveled into the great artificial intelligence furnace. We’re not talking about rounding errors; we’re talking about $78 billion in a single quarter from just three companies: Microsoft, Alphabet, and Meta. That’s an 89% jump
Trading Desk: Cool Inflation But A Blind Spot For The Fed
Look at that! Amidst a government shutdown that has most economic data locked in a filing cabinet, the lights flickered on just long enough for the Bureau of Labor Statistics to release the September Consumer Price Index (CPI) report. And the big takeaway? It was
Trading Desk: Investors Who Remember The Dot-Com Bubble Aren’t Doomed To Repeat It
Wall Street is absolutely giddy on the AI sugar rush. Market records are breaking weekly, and Nvidia’s valuation has blasted past $4 trillion—a number that still feels slightly unreal. If you’ve been in the markets for a couple of decades, this all feels… familiar. It’s
Trading Desk: Wall Street’s Raging Sugar Rush
If you listened closely this week, you could hear the champagne corks popping all over lower Manhattan. The big banks just dropped their third-quarter earnings, and to put it mildly, it was a blowout. After a spring frozen by economic uncertainty, the dealmaking machine has
Trading Desk: Party In The AI Boom Like It’s 1999 (But Not 2007)
Does the current frenzy around Artificial Intelligence give you a sense of déjà vu? The soaring stock valuations, the breathless promises of a transformed world, the billions being poured into a new technology—for anyone who remembers the late 1990s, the parallels to the dot-com bubble