ChatGPT launched in November 2022 and hit 100 million users within months, kicking off a whirlwind AI trade — from ’s massive rally to more recent turbulence in software stocks. Despite the flurry of headlines this week, one...
Tougher lending standards, sharper yield curves, and banks handing back cash with conviction have swiftly overtaken what once appeared to be a sluggish, low-rate world. sits at the heart of this shift. I’ve long viewed it as the...
Early in 2026, emerged as a wealth management giant that managed over $7 trillion in invested assets after successfully navigating the most complicated integration in contemporary banking history: the acquisition of Credit Suisse. Additionally, we are aware that...
We’ve spent a lot of time on the AI-driven selloff in software — and it’s now spilling into areas like credit card networks, rating agencies, and cybersecurity. The irony is that many bulls view AI as a catalyst...
