The Biggest AI Winner May Be a Semiconductor Bottleneck
AXT’s extraordinary rise highlights a defining feature of the artificial intelligence investment cycle: the most
Press Room
Citadel Turns Human Insight Into a Scalable Quantitative Asset
The firm’s latest initiative highlights how the competition for alpha is increasingly centered on acquiring
Investors Are Rotating From Private Credit Toward Hedge Funds
UBS sees a notable shift in allocator preferences as liquidity concerns and market uncertainty drive
Bitcoin Faces a Test of Liquidity and Relevance
Diverging warnings from market participants highlight two challenges confronting Bitcoin: near term dependence on monetary
Morgan Stanley Opens a New Institutional Bridge Into Crypto
A novel crypto to ETF conversion structure signals the next phase of digital asset integration
Venture Capital Is Becoming a Market of Giants
Capital is flowing into an increasingly small group of dominant companies, reshaping venture investing and
Private Credit Becomes the Engine Behind the AI Infrastructure Boom
A landmark financing package for Anthropic signals the emergence of a new asset class where
Redemption Limits Expose Growing Liquidity Stress in Private Markets
Withdrawal restrictions at major private market funds are highlighting a critical test for the industry’s
SpaceX Demand Surge Signals Investor Hunger for Scarce Growth Assets
The extraordinary demand for SpaceX shares highlights a market willing to pay a premium for
AI Valuations Face Their First Serious Test From Higher Rates
A sharp reversal in semiconductor stocks highlights the growing tension between extraordinary artificial intelligence optimism
Insights
The Biggest AI Winner May Be a Semiconductor Bottleneck
AXT’s extraordinary rise highlights a
Citadel Turns Human Insight Into a Scalable Quantitative Asset
The firm’s latest initiative highlights
Bitcoin Faces a Test of Liquidity and Relevance
Diverging warnings from market participants
