While global markets ride the euphoria of AI-driven earnings, a new narrative is emerging among top asset managers: The AI boom itself is becoming a primary engine of inflation. According to new analysis from Morgan Stanley, Royal London, and Deutsche Bank, the massive capital expenditure by hyperscalers is colliding with resource constraints, potentially forcing central...
Coinbase Doubles Down on Prediction Markets — Expanding Beyond Crypto
Coinbase is accelerating its diversification strategy with the acquisition of The Clearing Company, reinforcing its push beyond pure crypto trading into multi-asset, event-driven markets. Prediction markets allow users to trade contracts linked to real-world outcomes — from elections and macro data to sports and policy decisions — effectively transforming expectations into tradable signals. While proponents...
SoftBank & Nvidia in Talks to Back Skild AI at a $14B Valuation
SoftBank and Nvidia are reportedly negotiating a $1B+ investment into Skild AI, the fast-rising robotics foundation model startup, in a deal that would value the company at ~$14 billion — nearly 3× its valuation from earlier this year. Why Skild AI Is Attracting Mega Investors Founded in 2023 by former Meta AI researchers and backed...
Guggenheim Eyes Saudi Arabia as Gulf Investment Momentum Accelerates
Guggenheim Investments — the $357 billion U.S. asset manager — is actively considering opening an office in Saudi Arabia, expanding its Gulf footprint as the region accelerates investment in infrastructure, transportation, and technology. Already present in Dubai and in the process of licensing in Abu Dhabi, Guggenheim views the Gulf as a strategic growth hub....
Barrick Mining Explores IPO for North American Gold Assets as Bullion Hits Record Highs
Barrick Mining is evaluating an IPO for a new subsidiary that will hold its North American gold assets, capitalizing on record-high gold prices in 2025. Key Highlights Barrick will provide a formal update in February 2026.
Michael Burry Targets Tesla as “Ridiculously Overvalued” Amid AI Bubble Fears
Michael Burry — the famed “Big Short” investor — has shifted his criticism from the AI boom to Tesla, calling the automaker “ridiculously overvalued” in a new post on his Cassandra Unchained newsletter. Key Points The famed contrarian investor is once again sounding alarms — this time targeting the heart of the EV and AI...