IF Insights: Bonds bleed in 2026, but this is no 2022
Treasury yields broke 5% and gilts and Japanese bonds hit multi-decade highs, yet higher starting yields kept 2026's losses far below the 2022 rout...
Tag : AI Boom
IF Insights: AI props up war-hit world economy
The IMF has nudged 2026 growth back to 3.1%, but it rests on a handful of chipmaking economies while energy importers and the Gulf absorb the war's cost...
Despite strong cash flow, Microsoft taps bond market to fund AI ambitions
Microsoft is reportedly considering issuing debt across as many as 10 tranches, with maturities ranging from two to 40 years...
NextEra Energy beats Q3 profit estimates as Dominion deal faces regulatory scrutiny
While shareholders of both companies approved the transaction in September, state and federal regulatory reviews are moving forward...
BlackRock profit jumps 38% as asset manager attracts USD 205 billion in quarterly inflows
While BlackRock's adjusted earnings per share climbed 38%, revenue rose to USD 7.8 billion, beating analysts' consensus estimate of USD 7.5 billion...
Epic listings: From Saudi Aramco to SpaceX as Anthropic’s USD 2 trillion debut beckons
As Dario Amodei’s AI titan prepares to cross the public threshold, the mechanics of the mega-IPO are being fundamentally rewritten...
Nvidia-backed data centre firm Firmus seeks up to USD 3 billion after scrapping IPO
Firmus withdrew its IPO application on the Australian Securities Exchange on Friday, citing market volatility and prevailing conditions...
How Nvidia turned its chips into Wall Street’s newest asset class
The AI boom has outgrown Big Tech's cash reserves. Jensen Huang's answer is a $500 billion financing pipeline that shifts the burden onto private credit...
Euro Stoxx 50 return, Saudi expansion extend Nokia’s stunning comeback
In 2026, Nokia's stocks have remained more than double their price seen at the same time in 2025, helped by the company's AI focus...
IF Insights: Global bond rout deepens as war, debt and AI collide
Borrowing costs from Tokyo to London have hit highs not seen in decades. The pressure is now leaking into equities, housing and emerging markets...