Geopolitics drive markets while AI faces new ...

Markets rebounded on Friday as OpenAI's revenue outlook and Trump's ‘energy ceasefire’ with Russia eased supply concerns, weighing on oil despite geopolitical risks. SpaceX's move into mobile telecom sent US carriers sharply lower. Attention now turns to major US bank earnings, i ...  Show more

Hyperscaler investment in AI infrastructure has reached unprecedented levels, with capital expenditure figures now dwarfing even those of the global oil and gas industry. As spending surges and supply tightness persists, investors are wondering how sustainable this boom is, and w ...  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