NVDA, the CapEx Cycle & the 2027 AI Outlook

Anthropic took one step closer to going public this week. The fast-growing AI start-up, best known as the parent of Claude, leaked details from its S-1 prospectus to Reuters on Tuesday night. The report shows Anthropic’s key financial numbers through the end of 2025, including that it had a $42 billion loss last year, though…

Prediction markets celebrated a record $179.6 billion in trading volume in the third quarter. Still, a look beneath the headline figures reveals that actual capital deployed was less than a third of that total. According to the data from Prediction Frontier, traders paid just $56.1 billion for those contracts, with the massive $123 billion gap…

The relentless rise in government bond yields – the cost of countries’ borrowing and the pressure that puts on their finances – has become headline news. A crisis in which governments will be forced to slash public spending to reduce their deficits and stop the relentless rise in ratios of government debt to GDP is…

A trader works on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York City, on April 7, 2025.  Timothy A. Clary | Afp | Getty Images Investors ran for cover this week as artificial intelligence fears and higher oil prices hit stocks, driving the yield on the 10-year…

Few companies have been bigger beneficiaries of the massive artificial intelligence data center build-out than Nvidia (NVDA -1.99%). The company’s graphics processing units (GPUs) are essential infrastructure for AI training and inference. That’s led its data center sales to soar from $11 billion in fiscal 2022 to a $356 billion run rate as of its…