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GARP Is The Anti-AI Trade: Macro Man Podcast
Source: Bloomberg, 4:06
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Google, Meta and TikTok sue California to block law protecting children from addiction risk
Law bans social media platforms from providing minors features such as autoplay that lead to compulsive use Google, Meta and TikTok sued California to block enforcement of a new state law intended to limit the risk of addicting children…
Wall Street takes a beating with markets and tech stocks tumbling amid AI concerns
The S&P 500 was on track for its worst day since President Donald Trump shook markets worldwide in April 2025 with his ‘Liberation Day’ tariffs
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Hedge Funds Were ‘Massive’ Sellers of AI Debt, RBC’s Skiba Says
Hedge funds have been heavy sellers over the last few weeks of debt related to the artificial intelligence buildout, according to Andrzej Skiba, head of BlueBay US fixed income at RBC Global Asset Management.
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Stock Selloff Deepens as Democrat Sweep Spurs AI Worries
A post-election slide in chipmakers snowballed as investors bailed from technology shares on speculation that a Democratic sweep of Congress could bring tighter regulation of US data centers and weigh on semiconductor demand. Ian King…
Top Democrats call to rein in AI buildout after midterms sweep: 'National data center moratorium now'
Democratic winners and progressive lawmakers are calling for tougher limits on AI and data centers after the 2026 midterm elections.
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AI Companies Brace for New Challenges After Democrats’ Win
Top AI companies that had cozied up to President Donald Trump over the past two years are now bracing for the fallout from Democrats’ resounding victories in the US midterm elections.