America Let Its Military-Industrial Might Wither. China’s Is Booming.
A visualization of how far the U.S. has fallen behind By Jon Emont and Daniel Michaels May 29, 2025 11:00 pm ET Adapting to the dual challenge of China’s military and its economy has been a focus of U.S. administrations for years. America is losing ground. Modern warfare is a contest of industrial might, as […]
Microsoft Shares Go From Laggard to Leader as AI Growth Improves
Summary by Bloomberg AI Microsoft Corp. shares are close to a record high due to signs of improvement in its Azure cloud-computing business, fueled by the broader rebound in US equities and better-than-expected results. Azure’s revenue growth of 33% exceeded expectations, with analysts projecting AI-related Azure revenue to rise to about $24 billion in the […]
U.S. Debt to GDP: A Post-WWII Comparison to the Modern Era and Fiscal Policy Implications
Chris Combs Silicon Valley Capital Partners May 21, 2025 The United States has faced high levels of national debt during two significant periods: the post-World War II era and the current fiscal environment. Although the debt-to-GDP ratios in both periods are similar, the responses and outcomes differ significantly. This paper explores these similarities and differences, […]
The Tech Industry Is Huge—and Europe’s Share of It Is Very Small
By Tom Fairless and David Luhnow May 19, 2025 BERLIN—The world’s technology revolution is leaving Europe behind. Europe lacks any homegrown alternatives to the likes of Google, Amazon or Meta. Apple’s market value is bigger than the entire German stock market. The continent’s inability to create more big technology firms is seen as one of […]
Dan Ives says China-U.S. trade progress setting up ‘dream scenario’ for tech with Nvidia biggest winner
Frank Holland MAY 12 2025 CNBC Wedbush’s Dan Ives says the US- China agreement creates a bull market environment once again for tech, while a major investor thinks there’s a trading opportunity in bonds here. Dan Ives: ‘Dream Scenario’ “If you are a tech investor, this is a dream scenario,” said Dan Ives on CNBC’s […]
Trump administration to rescind and replace Biden-era global AI chip export curbs
By Karen Freifeld and Arsheeya Bajwa May 7, 2025 Reuters Trump officials will replace Biden AI chip exports rule Biden rule divided the world into three tiers, with most countries subject to caps The rule was set to take effect on May 15 May 7 (Reuters) – U.S. President Donald Trump’s administration plans to rescind […]
Warren Buffett’s Favorite Valuation Indicator Flashes Buy Signal
Summary by Bloomberg AI The “Buffett Indicator” measures the ratio of the US stock market’s total value to the dollar value of US gross domestic product and is currently at its lowest level since early September. The indicator is now at 180%, around where it stood after a brief selloff last year, and is signaling […]
China Hints at Possible Thaw With US in Weighing Trade Talks
Summary by Bloomberg AI China’s Commerce Ministry says it is evaluating the possibility of trade talks with the US, following senior US officials’ expressions of willingness to talk about tariffs. The ministry urges the US to show “sincerity” towards China, and Beijing has quietly started exempting around $40 billion worth of US goods from tariffs, […]
Microsoft shares jump on earnings, revenue beat as Azure cloud business grows 33%
Jordan Novet April 30th, 2025 CNBC • Microsoft delivered better-than-expected results on the top and bottom lines. • The company’s Azure cloud business exceeded analysts’ estimates. • Wall Street will be focused on the company’s upcoming earnings call for a sense of how President Trump’s tariffs are impacting the business. Microsoft shares rose more than 6% […]
Meta shares rise on stronger-than-expected revenue for the quarter
Jonathan Vanian April 30th, 2025 CNBC Meta shares rose more than 5% after the company reported stronger-than-expected revenue in the first quarter. The company said that second quarter sales will be in range of $42.5 billion to $45.5 billion. Analysts were expecting $44.03 billion. Meta increased its 2025 capital expenditures to come in between the […]