The View Beyond: AI: Money for nothing?

Markets stumbled after a newspaper report suggested that OpenAI's annualised revenues could fall well short of previous expectations. Overnight, however, sentiment improved as doubts emerged over the accuracy of the report. Meanwhile, a stronger-than-expected 30-year US Treasury ...  Show more

Markets are being driven by developments in bond markets on both sides of the Atlantic. In Europe, concerns over French public finances weigh on sentiment, while in the US, inflation worries and a well-received Treasury auction triggered sharp moves in yields. Other topics includ ...  Show more

The week starts moody in Asia, as economic data from China and Japan missed estimates early this Monday. Crude oil begins the week under selling pressure around the $91 per barrel. US index futures are down, but interestingly, the European futures were better bid in Asia; but new ...  Show more

Asian stocks struggled for direction at the open after US markets had a volatile session amid speculation about the future of Federal Reserve Chair Jerome Powell. In tariff news, President Trump dialed down his confrontational tone with China in an effort to secure a summit with ...  Show more

Overseas stock markets and U.S. stock index futures are showing an upward move in prices today, and volatility is down in sharp contrast to yesterday morning. Yesterday’s rollercoaster ride resulted from false information about a potential tariff pause. Some $2.5 trillion went in ...  Show more

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more