How far do hyperscalers need to fall for market to start trading capex cuts?”   That’s the key “zeitgeist” quote from the ...

A lot of escalation has ensued in the last 48 hours, starting when Thursday Tehran struck a commercial ship in the Strait of ...

Uddrag fra Polymarket, Al Jeezera, Wall Street Journal, Arab News og Zerohedge Iran tightens control over Hormuz: The IRGC ...

Uddrag fra BBC og Zerohedge The US and Iran have remotely signed their memorandum of understanding to end the war and open ...

Back in December 17, when SpaceX was worth only $800 billion based on private market transactions, we published a report ...

Uddrag fra Bloomberg, UBS og Zerohedge The U.S.-Iran interim peace deal has been signed, and the normalization of the Strait ...

Uddrag fra Bloomberg, Reuters, True Social, Polymarket, Zerohedge Trump Says Hormuz Chokepoint Reopens Friday Pakistan PM ...

Uddrag fra BBG, Fed og Zerohedge No rate change (as expected) but a dramatically hawkish shift in The Fed’s bias (9 members ...

Deep Dive Inside SpaceX Options Trading, And What It Means For The Stock Price On Monday evening, when we previewed the ...

US military attacks Iran locations on southern coast, and allegations of UAE involvement; Explosions rock Abu Dhabi. CENTCOM says intercepted Iranian counterattacks. Iran says US violated ceasefire ...

In line with the guidance from last month’s DKK 12.1bn impairment announcement on the U.S. portfolio, Ørsted reported a 2024 EBITDA of DKK 24.8bn (excluding new partnerships and cancellation fees).

According to Goldman’s Asian trading desk, AI’s next leg is shifting from chips to real-world deployment, and humanoid robotics is emerging as the clearest monetization frontier; in this context, ...