capitalindexers
Last seen: 8 months ago
Bill Ackman has been quietly buying Microsoft since Feb...
The Pershing Square founder is betting that investors are wrong about Microsoft's Azure growth and $190 billion capex budget.
Dominoes are steadily falling in the path of the rate c...
"In his confirmation hearing, Warsh testified that 'inflation is a choice.' He may get the chance to prove he actually believes it...
China dominates the minerals that power AI. But one com...
Potato-sized mineral balls on the ocean floor may be an answer to easing the U.S.’s reliance on Chinese minerals.
Startups are installing tiny data centers in people’s h...
Span, in partnership with Nvidia and PulteGroup, uses homes’ underutilized electrical capacity in computer processing.
America’s productivity boom started before AI, and a St...
National data show “a clear post-2020 surge in productivity growth exactly when WFH ramped up,” said Stanford economist Nicholas B...
SpaceX said to plan public IPO filing as soon as Wednes...
Elon Musk’s rocket, satellite and AI company aims to kick off formal marketing as soon as June 4, price its IPO as early as June 1...
McKinsey cuts partner cash share in post-AI pay revamp
Consultancy tells senior staff their remuneration will comprise a greater proportion of equity
‘The US needed a shock to the system’: Brendan Carr, me...
The chair of the Federal Communications Commission on making the agency more ‘aggressive’, his fight with Disney — and playing gol...
Trump discloses hundreds of millions of dollars in trad...
Transactions relating to companies including Nvidia, Palantir, Paramount and Boeing listed in disclosures
Trump left with little to show for two days of talks wi...
US president returns from China after summit that yielded no big deals but brought hope of more stable ties
Germany’s Merz says he would not want his children to m...
Chancellor wary about the ‘social climate developing there’ as relations with Donald Trump hit new low
Small financial group close to Trump family plots $200m...
Yorkville seeks investment to capitalise on improving ‘commercial conditions’ in Latin America