Alphabet just posted its first‑ever negative free‑cash‑flow quarter amid the AI capex arms race. Revenue and cloud business are growing fast, yet massive spending on data centers ate up all generated cash. This is what’s happening across Big Tech right now. Higher top‑line

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    Markets are now pricing in high odds of a Fed rate hike after the hot August CPI data. Core inflation stayed sticky, which changed the game for rate expectations. The key to watch…

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    Nvidia is reportedly in talks to invest up to $10bn into Anthropic’s upcoming IPO. This is more than just an investment. The AI chip giant is tying itself directly to one of the t…

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    US August PPI came in hotter than expected. Rising producer prices reignite worries about sticky inflation. It makes Fed rate cuts less likely in the near term. Traders will keep…

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    Gold ETFs saw massive inflows in August. Investors rushed into gold funds as US Treasury bond yields kept rising. Many traders view gold as a hedge against bond market volatility.…

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    US Treasury is ready to announce its long-term bond buyback plan this week. The program is designed to calm the recent sell-off in the bond market. A larger-than-expected purchase…

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    🗣️AI‑server demand is draining memory‑chip inventories at Samsung and SK Hynix, with supply down to less than 10‑day stock. Memory stocks long struggled with oversupply. AI‑driven…

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