The UK government's budget announcement will need to show fiscal discipline to satisfy gilt investors, and while our baseline sees enough credibility to nudge the risk premium in gilt yields lower, we are well aware of significant upside risks too.
A simple-minded interpretation of the Taylor rule suggests a decrease in the policy rate is not warranted, using the output gap, and perhaps not warranted using the unemployment gap.
HSBC analysts have reportedly modelled OpenAI’s data centre rental bill at about $620 billion in 2030, significantly higher than its projected 2030 revenue of $129 billion.
Nvidia Corp. came in with yet another earnings beat, including in heavily scrutinized data center sales and gross margin. The beat sent shockwaves through cold November markets
A Google DeepMind researcher criticized Wall Street's reaction to Nvidia and AMD's stock dip, saying the market underestimates the booming demand for AI hardware as Google ramps up its TPU efforts and Meta considers using its chips.
CleanSpark Inc. (NASDAQ:CLSK) President and Chief Financial Officer Gary Vecchiarelli said on Tuesday that the company has a flexible approach to its Bitcoin
