Tag: NVIDIA
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...
Exante: Nvidia boom meets bond market storm
In its latest weekly briefing, EXANTE flags that Nvidia has once again delivered a quarter that left little room for doubt. Revenue came in at...
EXANTE: US-China trade thaw tests Trump’s economic legacy
In this week's global macro briefing from EXANTE, two seismic developments dominated the financial landscape: Donald Trump's high-stakes visit to Beijing and the Senate's...
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 —...
Cybersecurity FinTech Onyx Security secures $40m funding
Onyx Security has launched with $40m in funding as it seeks to address emerging risks tied to the rapid adoption of agentic artificial intelligence...
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...
Compliance-first AI: the future of AML
Financial institutions are under growing pressure to strengthen anti-money laundering (AML) controls while managing rising compliance costs.
Artificial intelligence (AI) is widely seen as part...
FinTech Samaya AI wins backing from NVentures
Samaya AI, an AI platform for financial services focused on building advanced reasoning agents for high-stakes investment workflows, has launched a new architecture designed...
FCA to assess agentic AI risks and competition shifts
The Financial Conduct Authority (FCA) has launched a new strategic review to examine how advanced artificial intelligence could reshape retail financial services, with a...
Aluminium and copper rally faces 2026 supply crunch
LSEG Data & Analytics says aluminium and copper have posted strong gains as supply constraints collide with shifting trade policy and geopolitics, leaving markets vulnerable to short-term swings even as longer-term fundamentals stay supportive into 2026.










