Tag: Amazon
Why the AI trade splintered beneath a steady market
Exante's latest equity review finds that July's seemingly placid headline numbers concealed one of the most turbulent rotations of the current cycle.
The S&P 500...
AI capex boom reshapes inflation and global markets
Artificial intelligence has outgrown its status as a mere technology trend and is now functioning as a macroeconomic force, according to new analysis from...
AI spending surge tests the Fed’s inflation fight
AI is no longer just a productivity story, it is fast becoming a demand story with real consequences for inflation, according to new analysis...
Nvidia, cloud giants and the new gold rush economy
There is an old story that gets told whenever a new craze grips the market. It concerns the California gold rush of 1849 —...
AI stocks and stagflation fears grip February
February's market landscape was defined by AI-driven anxiety and mixed economic signals, according to Exante's latest monthly market report. While Nvidia delivered a historic...
Enterprise AI in 2026: scaling is a people problem
Enterprise AI in 2026 is no longer defined by whether the technology works. Across leadership teams, the more pressing question has shifted to why...
How news signals can predict US market downturns
The performance of the US market over recent decades has been defined by long periods of expansion punctuated by rapid, but relatively rare, downturns.
Even...
FCA signals stronger rules for cloud giants
The Financial Conduct Authority (FCA) has called for stronger regulatory scrutiny of the major technology providers underpinning the UK’s financial sector, following a series...
FinTech giant Tabby hits $4.5bn valuation in share sale
Saudi Arabia-based FinTech company Tabby, a financial services app that empowers consumers to manage spending and payments more effectively, has announced the completion of a secondary share sale involving existing shareholders.
Agentic AI firm Zania bags $18m in NEA-led funding round
Zania, a fast-growing agentic AI company focused on governance, risk and compliance (GRC), has closed an $18m Series A funding round to accelerate its...










