Admin

``` Credit bond giants DoubleLine Capital and Oaktree Capital are preparing in advance for a possible AI bubble burst—by buying bonds that can survive through a deep credit cycle. “How likely is an AI bubble? I’d say about 100%,” said Robert Cohen, a fund manager at DoubleLine Capital, at

If you were to imagine a closed-door gathering of Silicon Valley’s top power players, you’d probably think of artificial intelligence, chip wars, robotics, defense technology, or the next-generation internet. After all, the people in the room are OpenAI founder Sam Altman, military unicorn Anduril founder Palmer Luckey, Figma

The private credit market is providing unprecedented financial ammunition for the race in AI infrastructure. On June 6, Bloomberg reported that Apollo Global Management and Blackstone had completed a $35 billion financing arrangement, with the funds to be used to purchase Google’s custom-designed tensor processing units (TPUs) for Anthropic,

U.S. stocks suffered one of the most brutal single-day sell-offs in recent years on Friday, as the two-month-long AI rally abruptly cooled. On Friday, the Nasdaq plunged over 1121 points in a single day, marking the largest one-day point drop in history. The market value of S&P

Robust employment data has completely shifted the market towards expectations of rate hikes, but Citi economists countertrend to firmly stick to their forecast for rate cuts, becoming the loneliest voice on Wall Street. May's non-farm payroll data exceeded all expectations, triggering a dramatic selloff in the bond market.

``` Bitcoin suffered a major blow this week, falling to its lowest level in more than six months under multiple bearish factors, clearly shaking confidence in the crypto market. On Friday, Bitcoin touched a low of $59,099.25, the lowest since October 2024, with a daily decline of 3.4%