Two stock picks to capitalize on Wall Street’s misguided AI fears
Sowmdeb Sen of Silvant Capital Management highlights companies poised to benefit from the acceleration of AI spending.
Sowmdeb Sen of Silvant Capital Management highlights companies poised to benefit from the acceleration of AI spending.
Greece is bouncing back from its crippling sovereign debt crisis of 2009-2018. The Greek economy is starting to perform a lot better and the government has just upgraded its growth forecast for this year from 2% to 2.3%. Unemployment fell from 7.9% last month to 7.4%; it reached 27% at the peak of the debt…
“The condominium sector has started to show some small gains but continued to be hampered by inventory that has shown less flexibility for pricing changes,” said Edward Jegg, research manager at Altus Group. Total new home sales across the GTA reached 1,175 units in June 2026. That’s roughly double last June’s record low, according to…
Joe Smith has been (among other things!) the general counsel of a regional bank, Commissioner of Banks for North Carolina; and the official independent settlement monitor of the National Mortgage Settlement. And Joe has some reflections on these experiences that I recommend reading. One easy way to get started is with his 2026 essay published…
Genting Americas scored a $500 million loan to refinance the mixed-use Omni Center near Downtown Miami, three years after failing to sell the 15-acre site next door for $1.2 billion. The 1.5 million-square-foot Omni Center is between 1501 and 1645 Biscayne Boulevard, just north of the entrance to the MacArthur and Venetian causeways, near the…
“Credit ratings should be grounded in objective, consistent financial analysis, not political assumptions about the future,” Utah State Treasurer Marlo Oaks said.State Treasurer of Utah’s Office A group of Republican state treasurers and auditors sent a letter to rating agencies Wednesday, claiming their use of environmental, social and governance “predictions” harm state credit ratings and…
The broader pullback from foreign securities totalled $30.6 billion for the month, with US government bonds also seeing a reduction of $5.1 billion – the sixth consecutive monthly divestment in that category, bringing the year-to-date total to $37.3 billion. Partial offsets came from purchases of US corporate bonds ($1.8 billion) and non-US foreign bonds ($3.3…