With lofty valuations in AI-related stocks, it’s understandable that investors are on edge about anything that might go wrong. Recently, concerns have centered on the ability to bring new AI data centers online at the volume AI providers…
ERT reported that 56 people have been rescued so far, and the search for possible further passengers was ongoing.
At least three people died after a boat carrying migrants capsized south of the Greek island of Crete, the ERT…
The AI revolution has finally slammed into its hard constraint — physics. For all the digital bravado, every line of code and neural net ultimately boils down to electrons and credit. Silicon can scale infinitely; the grid cannot. We’ve…
The press conference with co-rapporteurs Siegfried Mureşan (EPP, Romania) and Carla Tavares (S&D, Portugal) follows Wednesday’s plenary debate on the architecture and governance of the next EU long-term budget.
When: Wednesday, 12…
Thank you for the opportunity to speak to you today.1 It is an honor and a pleasure to be here with you in Singapore, a crossroads for global trade and finance, to discuss…
A US naval strike force centred around the world's largest warship, the USS Gerald R Ford, has arrived in the Caribbean, the US Navy has confirmed. The arrival of the strike group, which was ordered to the region by President Donald…
After yesterday’s huge rally (S&P +1.5%, NASDAQ +2.3%), stocks are giving some back today. Once again, the move is AI-related, where the Magnificent 7 is down 1.7% this morning after gaining 2.7% yesterday, led by being down 3% on…
"This is *the* key asset class to watch in the coming months and years"
Here’s one key asset class that’s out of fashion, overlooked, and undervalued.
(and mostly misunderstood)
By my metrics, Commodities are cheap .
But we all know that…