FINANCE & BANKING

Morgan Stanley says investors are largely ignoring SpaceX's AI business, citing heavy spending, uncertain returns and mounting losses ahead of earnings.

Michael Burry spotlights research warning that losses tied to private credit at life insurers could ultimately flow through state guaranty systems.

Google shares fell after Alphabet raised AI spending forecasts and reported negative free cash flow despite beating earnings estimates.

The EU Crowdfunding Regulation is turning P2P lending into a licensed, passportable industry. Here's what changed and why it matters for investors.

JPMorgan CEO Jamie Dimon warns higher financial sector taxes could hinder UK investment, impact plans for a new London HQ, and affect the broader economy.

JPMorgan's Jamie Dimon says he would not buy US stocks or long-dated Treasuries now, warning markets underestimate geopolitical and fiscal risk.

The Bank of England says growing dependence on AI and cloud providers could make future financial shocks spread faster.

BlackRock has surpassed $15 trillion in assets, driven by investor inflows and market performance, highlighting a shift towards passive investing and specialised strategies in modern asset management.

PayPal stock rallied after Stripe and Advent's reported $53B offer. Michael Burry says the bid is too low and expects it to rise.

HSBC downgrades IBM following a 22% stock plunge due to missed Q2 earnings. The selloff impacts the tech sector, highlighting IBM's structural vulnerabilities and market ripple effects.

The UK's new oversight regime impacts Amazon, Microsoft, Google, and Oracle, ensuring resilience in banking and financial services. Learn the key implications under the Financial Services and Markets Act 2023.

Michael Burry said prediction markets are 'gambling' regardless of how they are classified, arguing platforms such as Kalshi exploit a regulatory loophole as legal battles over event contracts continue.

UK payment fraud losses reached £1.28 billion in 2025 as banks warned criminals are increasingly using AI-generated deepfakes, cloned voices and synthetic identities to make scams more convincing.

Federal Reserve Chair Kevin Warsh announces a shift away from forward guidance, signalling a new approach to monetary policy amid changing economic conditions and AI-driven productivity gains.

The Fed's near $10 billion bond purchases are routine reserve management, not QE. Here's what the $220 billion liquidity plan really means for rates, loans, and crypto.

Explore Peter Brandt's analysis on the XAU/BTC ratio and discover why gold might outperform Bitcoin as a long-term investment. Understand the implications for your investment strategy.

Trump claims an $80B Intel win as a new disclosure reveals more than $1bn in reported crypto proceeds from family-linked ventures.