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AI capex boom shifts focus from models to infrastructure and balance sheets Should investors rotate into Asian equities as US uncertainty lingers? China to bet on services to make consumers spend again, will it be enough? Why confirmation of Kevin Warsh’s Fed chair nomination might face hurdles Gold slumps 3%, but set for its strongest monthly gain since 1980 
Politics

AI capex boom shifts focus from models to infrastructure and balance sheets

Feb 3, 2026 admin
Politics

Should investors rotate into Asian equities as US uncertainty lingers?

Feb 2, 2026 admin
Politics

AI capex boom shifts focus from models to infrastructure and balance sheets

Feb 3, 2026 admin
Politics

Should investors rotate into Asian equities as US uncertainty lingers?

Feb 2, 2026 admin
Politics

China to bet on services to make consumers spend again, will it be enough?

Feb 1, 2026 admin
Politics

Why confirmation of Kevin Warsh’s Fed chair nomination might face hurdles

Jan 31, 2026 admin
Politics

Gold slumps 3%, but set for its strongest monthly gain since 1980 

Jan 30, 2026 admin
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  • AI capex boom shifts focus from models to infrastructure and balance sheets
    Politics
    AI capex boom shifts focus from models to infrastructure and balance sheets
  • Should investors rotate into Asian equities as US uncertainty lingers?
    Politics
    Should investors rotate into Asian equities as US uncertainty lingers?
  • China to bet on services to make consumers spend again, will it be enough?
    Politics
    China to bet on services to make consumers spend again, will it be enough?
  • Why confirmation of Kevin Warsh’s Fed chair nomination might face hurdles
    Politics
    Why confirmation of Kevin Warsh’s Fed chair nomination might face hurdles
  • AI capex boom shifts focus from models to infrastructure and balance sheets
    Politics
    AI capex boom shifts focus from models to infrastructure and balance sheets
  • British Land stock drops following stake sale
    Stock
    British Land stock drops following stake sale
  • Italy’s MPS shares fall ahead of Mediobanca board meeting on bid
    Stock
    Italy’s MPS shares fall ahead of Mediobanca board meeting on bid
  • Fuji Media, rocked by sexual misconduct allegations, says executives to resign
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    Fuji Media, rocked by sexual misconduct allegations, says executives to resign
  • AI capex boom shifts focus from models to infrastructure and balance sheets
    Politics
    AI capex boom shifts focus from models to infrastructure and balance sheets
  • Should investors rotate into Asian equities as US uncertainty lingers?
    Politics
    Should investors rotate into Asian equities as US uncertainty lingers?
  • China to bet on services to make consumers spend again, will it be enough?
    Politics
    China to bet on services to make consumers spend again, will it be enough?
  • Why confirmation of Kevin Warsh’s Fed chair nomination might face hurdles
    Politics
    Why confirmation of Kevin Warsh’s Fed chair nomination might face hurdles
Politics

Why Michael Burry sees Valero Energy as a winner from a Venezuelan oil boost

Jan 7, 2026 admin

Valero Energy has emerged as a key focus for investors after renewed attention on Venezuela’s oil sector following the capture…

Politics

Analysis: Venezuelan crude oil recovery remains a distant, multi-billion dollar dream

Jan 7, 2026 admin

Even as oil prices gyrated and a cloud of uncertainty looms over the market, the potential for rapid increase in…

Politics

US services growth slows to weakest pace since April as demand and hiring falter

Jan 7, 2026 admin

The US service sector expanded at the weakest pace of growth since April, with the S&P Global US Services PMI…

Politics

Europe bulletin: FTSE breaks 10,000, Eurozone inflation falls, Germany manufacturing slumps

Jan 7, 2026 admin

Europe’s markets and politics closed the year on sharply diverging tracks. Britain’s FTSE 100 powered to a historic milestone as…

Politics

Evening digest: Venezuela oil doubts, NVIDIA China gridlock, gold near records

Jan 7, 2026 admin

Global markets closed the day shaped by geopolitics, regulation, and shifting risk appetite. US plans around Venezuela’s oil sector met…

Politics

Japan condemns “unacceptable” Chinese ban as rare earth worries rise

Jan 7, 2026 admin

Japan’s top government spokesperson condemned China’s ban on exports of dual-use items as “absolutely unacceptable and deeply regrettable” on Wednesday,…

Politics

What happens if Trump tries to acquire Greenland? Risks for NATO

Jan 7, 2026 admin

2026 began with intense geopolitical tension, and Trump’s new foreign policy strategy is at the center of it. Following the…

Editor's Pick

U.S. lawmakers are light on crypto heading into new Trump era

Jan 7, 2026 admin

By Douglas Gillison, Tom Bergin, Chris Prentice and Isla Binnie WASHINGTON – President Donald Trump’s administration is expected to usher…

Editor's Pick

Dollar strength likely to continue near term – UBS

Jan 7, 2026 admin

Investing.com – The US dollar has been on a tear since its late-September 2024 lows, and UBS thinks this near-term…

Editor's Pick

US top diplomat Rubio urges Vietnam to address trade imbalance

Jan 7, 2026 admin

By Kanishka Singh and David Brunnstrom WASHINGTON (Reuters) – New U.S. Secretary of State Marco Rubio held a call on…

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    Recent Posts

    • AI capex boom shifts focus from models to infrastructure and balance sheets
    • Should investors rotate into Asian equities as US uncertainty lingers?
    • China to bet on services to make consumers spend again, will it be enough?
    • Why confirmation of Kevin Warsh’s Fed chair nomination might face hurdles
    • Gold slumps 3%, but set for its strongest monthly gain since 1980 

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    Politics

    AI capex boom shifts focus from models to infrastructure and balance sheets

    Feb 3, 2026 admin
    Politics

    Should investors rotate into Asian equities as US uncertainty lingers?

    Feb 2, 2026 admin
    Politics

    China to bet on services to make consumers spend again, will it be enough?

    Feb 1, 2026 admin
    Politics

    Why confirmation of Kevin Warsh’s Fed chair nomination might face hurdles

    Jan 31, 2026 admin
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