Capital Strategies

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Hedge Funds Rotate to AI: Microsoft & Nvidia Top Holdings

Hedge Funds Slash Netflix Holdings, Double Down on Nvidia AI Bet

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SoftBank group Chairman and CEO Masayoshi Son (L) and OpenAI CEO Sam Altman shake hands after a talk session in Tokyo on February 3, 2025. Japan's SoftBank Group will form a joint venture with US tech giant OpenAI to offer advanced artificial intelligence to businesses, SoftBank chief executive Masayoshi Son announced on February 3. (Photo by Yuichi YAMAZAKI / AFP)

OpenAI, SoftBank’s Stargate Stalls as $130B Deals Shift

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Institutional investors and AI infrastructure fuel S&P 500 stability despite high valuations — pension funds and cloud platforms shown as stabilizing forces.

UBS: Pension Flows and AI Capex Support S&P 500 Valuations

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Commodities News

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Gold, silver and Bitcoin sell off on Wall Street after Kevin Warsh’s Fed nomination revives expectations of tighter monetary policy.

Markets Face Reality Check as Policy Shift Unwinds Leverage

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Energy Secretary Christopher Wright briefing reporters on plans to rebuild the Strategic Petroleum Reserve.

America’s Energy Arsenal: Rebuilding the Strategic Reserve

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Exterior view of OPEC headquarters in Vienna, Austria, where ministers convene to finalize global oil production decisions during the November 2025 meeting

OPEC+ Raises Oil Output by 137,000 Barrels for November

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