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Source: CNBC News Agency
1 month ago
General Medium Importance
Jim Cramer says the data center trade is under attack. Here's who could benefit

Jim Cramer says the data center trade is under attack. Here's who could benefit

CNBC's Jim Cramer said growing political opposition could slow the data center buildout and put pressure on valuations of companies that have been major beneficiaries of the AI infrastructure boom. He said tougher rules could favor Amazon, Alphabet, Microsoft and Meta by squeezing out smaller developers and reducing competition for land, labor and electricity.

Source: CNBC
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Source: CNBC News Agency
1 month ago
General Medium Importance
Here's what Jim Cramer says stock investors need to know about the bond market

Here's what Jim Cramer says stock investors need to know about the bond market

CNBC's Jim Cramer said investors need to watch long-term Treasury yields, which have surged amid inflation concerns, heavy government borrowing and a wave of AI-related corporate debt issuance. He said the Treasury's expanded bond buybacks provided only brief relief, and bringing rates meaningfully lower will ultimately require getting inflation under control.

Source: CNBC
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Source: Bloomberg Markets and Finance News Agency
1 month ago
General Medium Importance
Who Is Buying America's Debt These Days?

Who Is Buying America's Debt These Days?

With the US now $40 trillion in the red, the US Treasury's sudden move to rein in bond yields has cast a spotlight on who is, and isn't, purchasing American debt these days. US Public Debt Hits $40 Trillion, Raising ‘Doom Loop' Risk: https://bloom.bg/4xZMpMy Watch more mini documentaries from Bloomberg: https://www.youtube.com/playlist?list=PLGaYlBJIOoa_EzzMpticURNR29AiQi10v Like this video?

Source: Bloomberg Markets and Finance
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Source: Bloomberg Markets and Finance News Agency
1 month ago
General Medium Importance
Treasury Buybacks Are a 'Cloud' Over Markets, Apollo's Slok Says

Treasury Buybacks Are a 'Cloud' Over Markets, Apollo's Slok Says

Apollo Chief Economist Torsten Slok comments on the economic impact of the the US Treasury's strategic debt buyback operations. Speaking on "Bloomberg The Close," Slok also discusses the outlook for Federal Reserve monetary policy.

Source: Bloomberg Markets and Finance
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Source: Seeking Alpha News Agency
1 month ago
General Medium Importance
Jackson Hole Preview: Warsh And Bessent Collide

Jackson Hole Preview: Warsh And Bessent Collide

Warsh wants an “unfiltered message from markets,” while Bessent is buying long Treasuries because he says yields no longer reflect the underlying fundamentals. AI hyperscalers issued $220bn of debt through August 10, versus $12.5bn in the comparable 2025 period, while Treasury is fighting for basically the same capital.

Source: Seeking Alpha
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Source: Reuters News Agency
1 month ago
General Medium Importance
California Orange County DA announces $100 million for 50,000 evacuated residents in GKN incident

California Orange County DA announces $100 million for 50,000 evacuated residents in GKN incident

A district attorney in the U.S. state ​of California said ‌on Monday the office has ended a criminal probe ​into a GKN ​Aerospace factory and announced a ⁠claims program of ​up to $100 million for ​more than 50,000 nearby residents who left their homes in ​May due to ​a chemical incident at the plant.

Source: Reuters
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Source: Seeking Alpha News Agency
1 month ago
General Medium Importance
Bessent's Iran Economic D-Day And Much Ado About Nothing

Bessent's Iran Economic D-Day And Much Ado About Nothing

Iran's "economic D-Day" sanctions are unlikely to shift the regime's stance or meaningfully impact global markets near-term. Much of the negative market impact from Iran-related turmoil is already priced in; expect volatility but not fundamental disruption before the U.S. midterms.

Source: Seeking Alpha
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