The buy-the-AI-bottleneck trade is starting to encompass builders, whose margins are rising.
Source: Sherwood News.
Category: Business
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Federal Reserve leaves rates unchanged; dot plot still signals lower rates in the cards for 2026
A relatively dovish reaction function from the US central bank.
Source: Sherwood News.
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Constellation, Talen, and NRG surge as BNP analysts see “golden (AI)ge” ahead for them
The French bank initiated coverage on all three stocks with an outperform rating and price targets that suggest an average of 50% upside to the shares.
Source: Sherwood News.
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Anthropic capturing 73% of first-time enterprise AI spend, up from 50% in January
Big Tech is pivoting from experimentation to revenue — and enterprise is where that shift is playing out.
Source: Sherwood News.
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Microsoft considers suing Amazon and OpenAI over $50 billion deal
This is the latest drama in Microsoft and OpenAI’s long-standing relationship.
Source: Sherwood News.
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Payward, parent company of crypto exchange Kraken, puts plans for IPO on hold
The company is waiting until market conditions improve.
Source: Sherwood News.
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Morgan Stanley says robotaxis could help Tesla sell more cars
The analysts visited Giga Texas and left more optimistic about Tesla’s robotaxi push.
Source: Sherwood News.
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SEC and CFTC issue new guidance on how securities laws apply to crypto assets
The guidance states most crypto assets are not themselves securities, and classifies bitcoin, ethereum, solana, XRP, and dogecoin as digital commodities.
Source: Sherwood News.
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Citi analysts cut 12-month bitcoin projection to $112,000 from $143,000
The analysts’ bear-case scenario is $57,537, based on “recessionary macro-factors, especially weak equity markets,” which could cause ETF flows to stall.
Source: Sherwood News.
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Chinese tech giants rally after hiking AI prices
Tech companies want to show that AI can make money, and raising the price of what you sell things for is among the most basic ways to make more money.
Source: Sherwood News.
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It’s the end of Disney’s Iger era (again)
Incoming CEO Josh D’Amaro is replacing Bob Iger on Wednesday, though Iger will remain a senior adviser through the end of the year.
Source: Sherwood News.
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Small Danish company Trustpilot has become a surprise AI winner
Trustpilot’s profits jumped nearly threefold in 2025, thanks to AI chatbots eager to cite its website in their responses.
Source: Sherwood News.