AI’s 10% GDP Promise: What Capital Markets Are Already Pricing In
BNP Paribas projects AI could lift U.S. GDP by more than 10% by 2034. Here’s what that forecast means for investors, interest rates, and capital markets right now.
Tariff Refund Portal Opens: $166B in Duties Up for Reclaim
CBP has launched a $166B tariff refund portal for disputed duties. Here’s what American importers, logistics giants, and investors need to know.
Strategy Overtakes BlackRock as World’s Largest Bitcoin Holder
Strategy holds 815,061 BTC, edging past BlackRock’s IBIT with a record $2.54B purchase — a milestone in institutional Bitcoin adoption.
Micron’s 575% Surge: AI Memory Is the New Chip Supercycle
Micron Technology stock has surged 575% in a year as AI-driven demand for high-bandwidth memory rewrites the economics of the chip industry.
Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.
GE Vernova: Why Wall Street Is Betting Big on the AI Power Boom
GE Vernova has surged 14.9% in a month as JP Morgan raises its target to $1,150 and Goldman Sachs lifts by $260. Here’s why AI is turning power infrastructure into Wall Street’s hottest growth trade.
Boeing Q1 2026: Record $695B Backlog Powers Revenue Beat
Boeing topped Q1 2026 revenue estimates at $22.2B — up 14% YoY — while posting a surprise narrow loss and a record $695B backlog with 143 aircraft delivered.
Blackstone Q1 2026 Earnings: What Capital Markets Are Watching
Blackstone reports Q1 2026 earnings on April 23 trading 14% below analyst targets. Here’s what the private equity giant’s results mean for capital markets.
Cybersecurity Stocks Rally as AI Fuels New Security Spending Wave
Shares of CrowdStrike, Zscaler, Tenable and Qualys surged Tuesday as analysts flagged AI adoption as a structural tailwind for cybersecurity spending, even as many sector names remain down sharply year-to-date.
Capital One Q1 2026: Earnings Miss and Provisions Test the Discover Bet
Capital One’s first full quarter post-Discover shows an earnings miss and $4.07B in credit provisions, raising questions about integration costs and consumer credit health in 2026.