Weekly Commentary: Volatile And Fragile

TalkMarkets - Sat, 11/22/2025 - 08:13
De-risking/deleveraging gained momentum this week – at home and abroad.

Will OpenAI Be The Yahoo! Of The AI Era?

TalkMarkets - Sat, 11/22/2025 - 07:50
The market is repricing risk rather than fleeing from it entirely.

Amazon And Microsoft’s AI Bet Hit A Wall: Wall Street’s Rare Bear Makes His Move

TalkMarkets - Sat, 11/22/2025 - 07:24
AI infrastructure costs soar as GPU-driven capex outpaces realistic revenue potential.

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