Opinion

16

Oct 2026
The AI Credit Line Just Got Expensive

AI demand is booming, but CoreWeave’s $52 billion in debt raises a harder question: can the AI build-out pay for itself?

15

Oct 2026
Bank Earnings Reveal the Challenges Ahead for Q4

Higher rates are creating winners and losers on Wall Street. Q3 bank earnings reveal the tensions shaping the outlook for Q4.

9

Oct 2026
Crypto’s Open Vision Meets Wall Street at TOKEN2049

TOKEN2049 revealed crypto’s central tension: will Wall Street drive adoption on open networks, or capture the value on its own rails? Zcash sits at the centre.

8

Oct 2026
The AI Boom Just Opened a Credit Line

AI’s next phase is being built on credit. Follow the money behind the chip boom and the risks emerging as borrowing accelerates.

2

Oct 2026
When the Weekend Becomes a Trading Day

What if Monday is no longer the market’s first move? Robinhood, Coinbase and HSBC are helping push finance towards a more flexible weekend.

1

Oct 2026
Anthropic at $2 Trillion: Can It Justify a Magnificent 7 Valuation?

Anthropic’s mega-IPO could value it like a technology giant. The challenge is proving AI growth can justify a $2 trillion price tag.

25

Sep 2026
IBM, Swift and the Rise of Tokenised Bank Deposits

Banks are adopting blockchain their way, using tokenised deposits to modernise payments while keeping control of regulated money.

24

Sep 2026
America’s Diesel Boom Is Running Into a Political Ceiling

The diesel shortage made US refiners winners. Now politics is testing how long the boom can last.

18

Sep 2026
Nike’s Index Exit and the Repricing of Sports Brands

Sports brands are losing investor confidence despite strong demand. Here is why Nike, adidas and Lululemon stocks are under pressure.

11

Sep 2026
Premium at What Cost? UNH’s Recovery Faces an Optum Health Test

UNH has repaired its insurance business. Now Optum Health must prove whether the recovery has enough momentum to keep shares moving.

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