Smart Business Funding has now funded more than $500 million to U.S. small businesses, including industries many lenders avoid.
Smart Business Funding Passes $500 Million Funded and Keeps Serving High-Risk Industries Read More »
Trump Huddles With Big Tech CEOs on AI Policy Today: Why Every Small Business Should Care President Trump, House Speaker Mike Johnson, and CEOs from several major technology companies were set to meet today to discuss artificial intelligence policy, according to reporting circulating this morning. Specific agenda details and outcomes weren’t yet public as of
Trump Huddles With Big Tech CEOs on AI Policy Today Read More »
In AI-focused remarks delivered in Oakland, California, Federal Reserve Governor Lisa Cook said artificial intelligence could ultimately prove disinflationary, but was direct about the near-term picture, noting she expects continued inflation problems “in coming months” driven specifically by the AI infrastructure buildout itself, and separately by the pass-through of higher oil prices and supply chain
A Fed Governor Just Said the AI Boom Is Making Inflation Worse Before It Makes It Better Read More »
Oil Prices Just Reversed Course Overnight: Why Geopolitical Whiplash Is the New Normal for Business Costs Just days after we covered Asian markets rallying as Iran diplomacy appeared to progress, that optimism reversed sharply. Reports indicate President Trump rebuffed a proposed Iran peace deal, sending oil prices higher and dragging the Nasdaq and S&P 500
Oil Prices Just Reversed Course Overnight Read More »
Treasury Yields Just Broke Another 19-Year Record: What Happens to Business Financing If This Doesn’t Stop The 10-year Treasury yield climbed as much as 11 basis points overnight to 5.27%, a fresh 19-year high, while the 30-year rate jumped to 5.55%. This is the second time in less than a week that Treasury yields have
Treasury Yields Just Broke Another 19-Year Record Read More »
McDonald’s shares fell more than 5% this week after the company unveiled a new multiyear growth plan alongside a blunt warning: high inflation and flat restaurant traffic are likely to persist. CEO Chris Kempczinski told CNBC directly that the company is “not expecting things to change,” a rare moment of candor from a company that
JPMorgan CEO Jamie Dimon said this week that hyperscaler spending on AI infrastructure could reach $1 trillion in 2027, a figure that, if it materializes, would represent a further escalation from the roughly $800 billion already projected for 2026, a number that itself climbed from an estimate of just $460 billion only six months earlier.
Jamie Dimon Says Hyperscaler AI Spending Could Hit $1 Trillion Next Year Read More »
The 30-year Treasury yield climbed to 5.43% this week, its highest level since 2004, while the 10-year yield sits at its highest point since 2007. BlackRock’s chief investment officer of global fixed income, Rick Rieder, described the move as “not a crisis but an eye-opener”, a notable choice of words from one of the largest
Treasury Yields Hit a 19-Year High: And It’s Already Hitting the Housing Market Read More »
Asian equities extended a rally into a sixth consecutive day this week, with the MSCI Asia Pacific equity index climbing roughly 0.3%, as falling oil prices and reported progress in diplomatic efforts to end the conflict with Iran added support to a market already buoyed by a rally in chipmaker stocks. Bellwether semiconductor names including
Asian Markets Extend Rally as Iran Diplomacy Progresses and Oil Prices Fall Read More »
Six months ago, Wall Street expected the biggest cloud computing companies in the world to spend around $460 billion on infrastructure in 2026. That figure has now climbed to roughly $789–800 billion, according to Goldman Sachs and other analysts, a revision of more than 70% in half a year, and one of the clearest signals
Hyperscaler AI Spending Forecasts Keep Climbing: Now Approaching $800 Billion for 2026 Read More »
