Economy

The software sector's dramatic decline is creating ripple effects across asset management firms, forcing a fundamental rethink of portfolio construction and risk management strategies.

BlackRock's IBIT options hit record $900M in premiums during Thursday's crash. Was it a hedge fund blowup or just market chaos?

Trump orders US weapons sales to prioritize allies with higher defense spending, potentially transforming international defense relationships and NATO dynamics.

Pentagon considers limiting defense contractor dividend payouts following Trump's government efficiency executive order, potentially reshaping industry dynamics.

Sumatra's devastating floods force Indonesian communities to reconsider oil palm plantations that once promised prosperity but may have amplified disaster damage.

Amazon's massive 2026 capex guidance of $200 billion sent shares tumbling as investors question the company's strategy of sacrificing cash flow for AI dominance.

China warns that US arms sales to Taiwan could jeopardize Trump's planned April visit to Beijing, marking a new escalation in diplomatic pressure tactics between the superpowers.

San Francisco Fed President Mary Daly identifies labor market vulnerabilities and suggests room for interest rate cuts, signaling potential policy shifts ahead.

Sam Altman and OpenAI executives are defending against criticism about Nvidia partnerships, Musk litigation, research priorities, and competitor attacks. What's behind the defensive posture?

US Justice Department launches broad probe into Netflix's business practices in merger investigations, signaling regulatory scrutiny extends beyond traditional Big Tech targets.

Crypto firm announces major share repurchase program days after reporting quarterly loss, signaling management confidence or stock price support?

Google, Amazon, Meta, Microsoft plan nearly $700B in AI investments for 2026, with Amazon projected to turn cash flow negative. Investor concerns mount.