Market Breadth Offsets Crowded AI Momentum in 2026
The stock market has two stories at once. AI momentum still carries the loud trade, but broader …
Read ArticleData Centres Face Power Limits and Market Patience
Data centres are no longer just a technology story. They are becoming a power, planning, and rates …
Read ArticleGreenspan at 100 and Britain's Chancellor Gamble for Gilts
Alan Greenspan died at 100 on the same morning Britain began counting who will run the Treasury …
Read ArticleSpaceX Goes Public While Energy Markets Pivot on Iran Deal
The global financial landscape shifted today as the largest public offering in history coincided …
Read ArticleS&P 500 Concentration, Hyperscaler Cash, and Fed Chair Watch
US stock index futures pointed higher before the Tuesday open, which is the kind of quiet day index …
Read Article