Cutting-edge market analysis from the biggest names in business, media and tech.
Rising Treasury yields and a shifting economic regime define the current market environment, challenging traditional investment playbooks. While historic bond market volatility typically signals economic distress, the stock market remains resilient, buoyed by heavy capital expenditure in artificial intelligence and lar...
The current AI infrastructure boom mirrors the late 1990s dot-com era, characterized by speculative fervor where market participants prioritize promises over economic reality. Massive capital expenditures on data centers and AI hardware are frequently financed through debt and equity, despite uncertain long-term return...
The Market Call podcast episode features Guy Adami, Dan Nathan, and Elizabeth Thomas discussing current market trends, economic data, and specific stocks. They analyze the CPI number's impact, debate the sustainability of the AI-driven market, and examine earnings and revenue growth expectations, referencing insights f...
In this episode of the Risk Reversal Podcast, Dan Nathan and Peter Boockvar host Louis Gov to discuss the evolving economic competition between the U.S. and China. They analyze the impact of the 2018 semiconductor embargo, China's subsequent industrial advancements, and the shift in global power dynamics. The conversat...
Lemonade's CEO and co-founder, Daniel Schreiber, discusses the company's AI-driven approach to the insurance industry. Schreiber highlights Lemonade's unique position as an AI-first company in a traditionally staid sector, emphasizing how AI and machine learning transform the core insurance product by improving data an...
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