One Bad Capex Report Could Crack the AI-Fueled Market Rally
Charles Schwab strategist Kevin Gordon warns that a single mega-cap capex miss could unravel S&P 500 earnings as AI stocks prop up a dangerously narrow market.…
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Charles Schwab strategist Kevin Gordon warns that a single mega-cap capex miss could unravel S&P 500 earnings as AI stocks prop up a dangerously narrow market.…
Zcash's NU7 protocol upgrade is live on testnet, giving developers weeks to stress-test 25-second block times before a planned November mainnet launch.…
Egan-Jones has released a risk framework identifying services, venture capital, and housing as the sectors most immediately vulnerable to AI-driven disruption.…
Elon Musk's AI venture lasted just one quarter under the SpaceXAI brand before another rename to SpaceXSI, triggered by a Trump executive order.…
Wall Street banks posted 139,819 AI roles in 2026 — a 49% jump — with agent orchestration emerging as the breakout skill of the year.…
Zcash has registered a lobbying operation in Washington focused on the CLARITY Act and two digital asset tax proposals, marking a strategic shift for the privacy-focused network.…
Analyst Dan Ives sees Tesla's robotaxi and Optimus programs driving a breakout 2027, but Wells Fargo is warning of a steep 67% downside in the stock.…
Veteran trader Peter Brandt turns bullish on Bitcoin with a $600K target by 2029, while Jay Clayton's appointment as Trump's AI Czar draws fire from crypto circles.…
President Trump taps Jay Clayton, the ex-SEC chair who sued Ripple, to lead a new "Super Intelligence Force" coordinating federal AI policy.…
The ICBA has sued to block crypto firms from using OCC national trust charters as a regulatory shortcut into the banking system without traditional bank safeguards.…
Japan has sanctioned and frozen assets of Garantex, a crypto exchange linked to $96 billion in transactions, marking a major escalation in global anti-illicit-finance efforts.…
The RWA Foundation's Q3 report reveals a $6.2 billion tokenized credit market with holder engagement rising 12.1%, even as concentration risks persist.…