France's National Assembly begins debate on the revenue side of the 2027 budget on Oct. 13 as lawmakers confront a difficult ...

Nvidia CEO Jensen Huang said AI cloud providers face a capital shortage, not weak demand, as investors question the debt ...

In this episode, Rob Drijkoningen considers what could sustain the turnaround and why he favors local currency debt. Read ...

The president has repeatedly promised to bring Americans lower prices, higher growth, and more jobs. His administration has ...

Bond markets are signaling unease over AI financing costs and sovereign debt in parts of Europe. More stress tests are coming ...

Meta Platforms, Inc. remains a Strong Buy as Muse AI adoption grows, ad revenue stays strong, and valuation looks attractive.

The U.S. government’s 2026 fiscal year ended on September 30, 2026. At the end, the federal government’s total public debt ...

This month’s charts of interest starts with a look at the presidential cycle and stock market returns under unified and ...

The tokenized equity market is expanding so quickly that some of the most likely future leaders haven't had time to put their ...

Meta's stock fell despite beating earnings, driven by soaring credit risk metrics like 115-basis-point CDS spreads and ...

The word of the day is neoclouds, a growing crop of startups that has been making headlines recently as investors fret over ...

Goldman Sachs distinguishes AI debt into two risk layers: investment-grade hyperscalers and junk-rated neoclouds like CoreWeave/Volta.