Latest in The easy money will be driven by Trump and the dollar, not AI, say Big Short investors
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Big investors strike a cautious tone on markets for 2025 with Trump policies, inflation posing risks
The backdrop should be reassuring for many investors: A lively bull market, pro-business policies promised by the Trump administration and a Federal Reserve close to pulling off a soft landing.NBC News - 4h -
Will Canada and Mexico tariffs hit? Trump official says they’re avoidable or possibly short term.
President Donald Trump’s nominee for commerce secretary, billionaire financial-services executive Howard Lutnick, made an effort Wednesday to ease concerns about potentially inflationary 25% ...MarketWatch - 1d -
The easy money will be driven by Trump and the dollar, not AI, say Big Short investors
Former members of famed investor Steve Eisman’s team at hedge fund FrontPoint Partners talk investment strategies for 2025.MarketWatch - 1d -
Why Chinese AI company DeepSeek's new tech is rattling investors
Tech stocks on Wall Street took a tumble on Monday after Chinese artificial intelligence startup DeepSeek released a free AI chatbot and their app climbed to the top of app stores. CBS News ...CBS News - 2d -
DeepSeek and the dollar are spoiling ‘Trump trades’
If it turns out the moat around US tech stocks is not as deep as investors had hoped, the AI fairytale will unravelFinancial Times - 2d -
Trump says China’s DeepSeek AI chatbot is a ‘wake-up call’
Emergence of cheaper Chinese rival has wiped $1tn off the value of leading US tech companies. What is DeepSeek and why did US tech stocks fall? Business live – latest updates Donald Trump ...The Guardian - 2d -
Why Nvidia investors are spooked by Chinese AI upstart
Short sellers profit as US chipmaker loses nearly $600bn in market value on MondayFinancial Times - 2d -
DeepSeek's rise spooks investors, threatens to upend AI
The rise in popularity of a high-performing and cheaply built Chinese artificial intelligence (AI) model has shaken the confidence of investors, while raising larger questions about the future of ...The Hill - 2d -
Why Chinese AI company DeepSeek is spooking investors on U.S. tech
U.S. tech stocks, including Nvidia, Oracle and Broadcom, plummeted Monday after Chinese startup DeepSeek said it created an AI system that can compete against chatbots such as OpenAI's ChatGPT at ...Los Angeles Times - 2d -
From showers to tiny fish to windmills, Trump’s climate policies are driven by fixations
‘It was striking that the White House memo included toilets and shower heads as a presidential priority,’ said one expert. From crusading against showers he feels don’t sufficiently wash his hair ...The Guardian - 4d -
To short-circuit the higher education AI apocalypse, we must embrace generative AI
The capability of AI to generate text (and images) will keep advancing — we must evolve with it.The Hill - 4d -
Zuckerberg wants to spend billions more on AI. Meta investors like that idea.
Mark Zuckerberg says Meta is targeting $60 billion to $65 billion in capital expenditures this year. One analyst thinks up to $33 billion of that could go toward GPUs.MarketWatch - 6d -
Trump says he will approve power plants for AI through emergency declaration
Trump said the plants can use whatever fuel they want, including coal as a backup.CNBC - Jan. 23 -
Me and girls were easy prey, says survivor
Dance class leader Leanne Lucas, who survived the Southport attack, gives her victim impact statement.BBC News - Jan. 23 -
CEOs of 4 big portfolio companies dish on AI, cyber, banking, and Trump from Davos
It's that time of year when business tycoons and influential world leaders gather in Davos.CNBC - Jan. 22 -
Early Facebook investor Jim Breyer says Zuckerberg has been 'revitalized' by Meta's AI push
Venture capitalist and early Facebook investor Jim Breyer said Meta CEO Mark Zuckerberg has been energized by his company's recent push into AI.CNBC - Jan. 22 -
U.S. investors liked the Stargate AI news. Asian investors loved it.
SoftBank shares surged — on five times the previous day’s volume — on Wednesday after the Japanese investment group landed a starring role in an U.S. artificial intelligence infrastructure buildout ...MarketWatch - Jan. 22 -
FirstFT: Trump kicks off big infrastructure shifts with AI project and green rollbacks
Also in today’s newsletter, ByteDance’s $12bn AI plans, and Alex Soros has Lunch with the FTFinancial Times - Jan. 22 -
Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative
President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.MarketWatch - Jan. 21 -
The Trump Memecoin’s ‘Money-Grab’ Economics
When he launched his own cryptocurrency, Donald Trump produced unimaginable wealth from thin air. But it will come at a cost to someone.Wired - Jan. 20 -
The strong dollar conundrum facing the Trump administration
The U.S. dollar is expected to strengthen in 2025 due to the Trump administration's preference for a weaker dollar, but this could lead to high inflation and global economic turmoil.The Hill - Jan. 19 -
Speaker Johnson: No better ‘dollar-for-dollar investment’ than Trump’s mass deportation plan
Speaker Mike Johnson (R-La.) exclusively joins Meet the Press to voice support for President-elect Trump’s immigration plans despite concern over the cost.NBC News - Jan. 19 -
China Says Economy Grew 5% Last Year, Driven by Exports
Analysts say they see signs of malaise in China’s domestic economy, but those problems were offset mainly by robust exports and a $1 trillion trade surplus.The New York Times - Jan. 17 -
The alarming contradictions awaiting Donald Trump’s dollar
Big tax cuts and tariff hikes will prevent any new Plaza Accord to manage currenciesFinancial Times - Jan. 16 -
Influential activist short-seller firm Hindenburg Research says it is shutting down
Founder Nathan Anderson says he and his team are ready to move on to the next chapter in their lives after just eight years.MarketWatch - Jan. 16 -
Hindenburg Research founder says he's closing short-seller research shop
Hindenburg took on companies including Nikola and Carvana and financial titan Carl Icahn as a short seller.CNBC - Jan. 15 -
Why investors are still buying gold despite a strong dollar and rising Treasury yields
Gold prices settled Thursday at their highest level in four weeks, defying their usual inverse relationship with strength in the U.S. dollar and gains in Treasury yields, as fiscal worries prompt ...MarketWatch - Jan. 10 -
Alito says he talked to Trump about law clerk before filing in "hush money" case
Supreme Court Justice Samuel Alito spoke with President-elect Donald Trump about a former law clerk the day before Trump went to the high court in a push to delay the sentencing in his New York ...CBS News - Jan. 9 -
Meta says it's ending its fact-checking program and replacing it with a community-driven system
Meta founder and CEO Mark Zuckerberg announced Tuesday that the social media company is getting rid of its fact-checking program. Instead, it will rely on a community-driven system where users ...CBS News - Jan. 8 -
Why investors should watch the dollar as markets make sense of Trump’s tariff plans
It had seemed like nothing could stop the U.S. dollar from marching higher. Then a headline about President-elect Donald Trump’s tariff plans landed in traders’ newsfeeds, and suddenly all bets ...MarketWatch - Jan. 8 -
Don't make this investing mistake going into the Trump years, says strategist: 'A lot of investors who think this is easy' are wrong
You may have an idea which stocks will do well under the upcoming Trump administration. But a look at the data shows that the market often bucks expectations.CNBC - Jan. 6 -
Trump will appear by video at New York "hush money" sentencing, prosecutors say
President-elect Donald Trump is scheduled to be sentenced for his conviction in the New York "hush money case" on Friday.CBS News - Jan. 6 -
Trump transition falling short of hiring goals, sources say
Offer letters is expected to go out Monday to political appointees in Trump's incoming administration, sources say.CBS News - Jan. 6 -
From Trump tariffs to AI: the big economic questions facing governments in 2025
The main issues confronting policymakers around the world seem particularly portentous this new year. January is always a time for new beginnings and fresh thinking. But with Donald Trump heading ...The Guardian - Jan. 5 -
Haberman says hush money sentencing won't shrink retaliation threat: Trump's 'very angry'
CNN’s political analyst Maggie Haberman said President-elect Trump’s hush money sentencing could end in a public fallout over the New York criminal charges. “He's very angry about this case in ...The Hill - Jan. 4 -
Judge orders Trump to be sentenced in hush money case on Jan. 10, but says he won't be incarcerated
The judge presiding over the hush money case against President-elect Donald Trump on Friday denied his bid to dismiss the case and said he'll sentence him on Jan.NBC News - Jan. 4 -
Judge sets date for Trump sentencing in hush money case, says court does not intend to jail him
Judge Juan Merchan denied President-elect Trump's motion to dismiss the New York hush money case against him, but noted "the court’s inclination to not impose any sentence of incarceration" during ...NBC News - Jan. 3 -
Trump says Britain is 'making a very big mistake' with windfall tax on North Sea oil producers
U.S. President-elect Donald Trump on Friday called on Britain to "open up" the North Sea and get rid of "windmills."CNBC - Jan. 3