Nvidia is the beating heart of the AI boom and the stock market — which sets up a big test
Nvidia is due to report earnings on Wednesday, and “a very broad universe of companies” is tied to the themes that the chip giant represents.
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Nvidia, Wall Street asset managers partner on $500B AI push
Nvidia is attempting to turn its artificial intelligence chips into Wall Street’s newest asset class, partnering with six large asset managers on a $500 billion financing push designed to treat compute infrastructure much like commercial real estate, toll roads or other assets you can borrow against. The chipmaker signed memorandums of understanding with Apollo Global…
Computershare wins full indemnity costs after failed royalty trust termination bid
The court dismissed that application in an earlier decision, 2026 ABKB 255. Computershare Trust Company of Canada, the trustee, then asked to be repaid its full legal costs, pointing to section 7.1 of the supplemental agreement. That clause requires the mineral owner to indemnify the trustee, on a full indemnity basis, for costs tied to…
Big Tech Is on Pace to Spend $735 Billion on AI Data Centers in 2026. These 3 Industrial Stocks Collect the Checks.
Big tech isn’t done with artificial intelligence (AI) spending. Amazon raised its capital expenditures (capex) to $220 billion for 2026. Microsoft is spending $175 billion. Alphabet has raised guidance twice and now has its sights set on up to $205 billion. And Meta Platforms is set to spend $135 billion. Most of this goes toward…
Atkins: SEC takes ‘most historic step yet’ on crypto regulation
The proposal also introduces a conditional safe harbor that would exclude certain crypto assets from the definition of an “investment contract” under the Securities Act of 1933 and the Securities Exchange Act of 1934, provided specified conditions are met. Assets that fall outside the investment contract definition are not securities and thus not subject to…
Risk density and capital requirements inversely related – FSI
Risk density and capital requirements inversely related – FSI – Risk.net Skip to main content End of drawer navigation content Report says jurisdictions could be choosing between higher capital requirements or model restrictions Jurisdictions with high risk density in the calculation of risk-weighted assets tend to have lower nominal capital requirements, according to a report…
Five Lessons From the Industry’s Biggest Breakaway
As Warren Buffett famously noted, “Risk comes from not knowing what you are doing.” Leaving one of the most recognized institutions in American finance to build something independent invites no shortage of questions from peers, from clients and, most pointedly, from within. Are we making this move for the right reasons? Do we understand the…
