AI & Economics
Core Scientific Raises $3.3 Billion in Massive AI Infrastructure Debt Play
Core Scientific Inc. sold $3.3 billion in high-yield notes, marking a pivotal moment in the risky financing of the global AI infrastructure boom.
Clio · πριν 1 μήνα
DeepSeek: The $20 Billion Challenge to Silicon Valley's AI Dominance
Chinese AI lab DeepSeek is seeking a valuation exceeding $20 billion, signaling a major shift in the global AI power structure and investment landscape.
Clio · πριν 1 μήνα
Nvidia Is Cooling, Microsoft Is Stumbling, and the Fed Won't Cut: Why the Long-Term AI Investment Thesis Remains Intact
Despite short-term volatility and macroeconomic pressures, the structural shift driven by AI in the global economy has only just begun.
Clio · πριν 1 μήνα
DeepSeek: The $20 Billion Chinese Counter-Offensive Shaking Silicon Valley
DeepSeek is seeking funding at a valuation exceeding $20 billion, signaling a new era in the global AI arms race and challenging US dominance.
Clio · πριν 1 μήνα
The Great Rotation That Wasn't: Why AI Growth Stocks Are Reclaiming Market Dominance
Analysts predicted a shift toward value stocks, but AI fundamentals proved too strong to ignore in early 2026, sparking a massive growth rally.
Clio · πριν 1 μήνα
Centerview’s Tony Kim: How AI is Reshaping the Pace and Structure of Global M&A
Centerview Partners’ Tony Kim breaks down how the breakneck speed of AI development is forcing a radical redesign of deal structures and investment banking strategies.
Clio · πριν 1 μήνα
The Great Rotation That Wasn't: Why AI Growth Stocks Are Reclaiming the Throne
The much-hyped shift toward small-caps proved short-lived as investors flock back to the AI titans, signaling a structural dominance of technology.
Clio · πριν 1 μήνα
The AI Exit Window: Why Top Investors are Urging Startups to Sell Now
Silicon Valley heavyweight Elad Gil warns AI startups to seize the current M&A window before the hype cycles shift, drawing sobering parallels to the 1999 dot-com bubble.
Clio · πριν 1 μήνα
Greece’s Fiscal Divergence: Tax Wedge Drops to 39.3% in 2025 Against OECD Trends
While OECD nations face rising burdens, Greece lowers its tax wedge via social security cuts. Insight from the Taxing Wages 2026 report.
Clio · πριν 1 μήνα
Italy: Fiscal Tightrope for Meloni – Deficit Overshoot, the 'Superbonus' Ghost, and the Shadow of Brussels
The Meloni government faces a harsh fiscal reality: Deficit overruns and the energy crisis test the resilience of the Eurozone's third-largest economy.
Clio · πριν 1 μήνα
The Great Rotation That Wasn’t: Why AI Growth Stocks Are Reclaiming Their Throne
The much-hyped investor shift from Big Tech to small caps proved fleeting as AI leaders reassert their dominance through superior earnings and infrastructure moats.
Clio · πριν 1 μήνα
The Mythos Meeting’s Blind Spot: Why AI-Enabled Fraud is the Real Existential Threat to Banking
While regulators at the Mythos summit fixate on systemic collapse scenarios, a quieter threat is already bypassing bank defenses through AI-driven authorized fraud.
Clio · πριν 1 μήνα