AI Infrastructure

The Japanese yen advanced more than 2% on Thursday, moving toward levels last seen in May as investors unwound positions funded in the low-yielding currency....

Brent crude closed at $94.53 on Thursday, down 1.15%, after President Donald Trump said the US campaign against Iran would be brief and that the Strait of Hormuz remained under control....

Brent crude reached $95.57 on Wednesday, while US crude moved above $90, giving the latest Iran strikes a direct route into inflation expectations. US-Iran fighting lifted oil prices as shipping risk...

The US 10-year Treasury yield held at 4.77% on Tuesday, while the 30-year yield reached 5.269%, giving September an expensive opening paragraph. Global bond yields climbed to their highest levels...

US stock futures slipped before Kevin Warsh’s Jackson Hole speech, while the US 10-year Treasury yield held at 4.67%. The market is not waiting for a rate decision today; it is waiting for a...

Nvidia reported $96.2 billion in quarterly revenue after the market close, beating expectations and pointing to continued demand for AI infrastructure. The result supports the central growth story,...

Bitcoin surged past $75,000, leading a broader rotation into hard assets while the Dow tumbled 703 points. This isn't a simple risk-on rally; it is a defensive pivot....

Nvidia fell 2.34% to $219.74, helping drag the Nasdaq down 1.33% as investors became less willing to treat every AI infrastructure project as an automatic winner....

Oil traded at $83.06 on Thursday after President Donald Trump returned to economic pressure on Iran, while negotiations remained frozen and Tehran adopted a more aggressive military stance....

Crude oil climbed to $83.62 on Tuesday after President Donald Trump hardened his position on Iran, making a negotiated reopening of the Strait of Hormuz harder to price as an imminent event....

TSMC reported a 45% rise in sales as demand for advanced AI hardware stayed strong, giving the technology trade something more useful than another optimistic forecast....

Microsoft shares rose 15.51% to $451.10, creating roughly $450 billion in additional market value and giving the Nasdaq a 2.78% lift. Microsoft delivered the market’s clearest vote yet for continued...