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Nigel Green

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Situations

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Big Tech AI spending surge and governance shifts

13 clusters · 98 sources · last updated

Latest: Big Tech and startups drive massive global AI and deep tech investments

By August 2026, total Big Tech AI investment is projected to reach approximately $750–$760 billion. This surge is driven by massive capital expenditures from Amazon, Alphabet, Microsoft, and Meta. While semiconductor fir

[ACTIVE] [BUSINESS] [US] [JP] [DE]

Global bond sell-off persists amid rising debt and yields

24 clusters · 177 sources · last updated

Latest: US debt concerns trigger global bond market sell-off

Global bond markets continue to face intense pressure as long-term borrowing costs reach multi-decade highs. In the United States, the 10-year Treasury note yield has climbed toward 5 percent, driven by a national debt e

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