All articles in investment.
OpenAI is guaranteeing PE firms 17.5% returns. Anthropic is building a joint venture with Blackstone. PE offers AI labs a $14 billion shortcut to enterprise adoption. The convergence is accelerating.
PIF is projecting confidence at FII Miami. Mubadala just exited an AI bet at 15x. But an Iranian drone hit an Amazon building in Bahrain, and Politico reports the war has 'freaked people out.' The Gulf's trillion-dollar funds are navigating their most complex moment since 2020.
Stock down 19.6% YTD. BYD outselling Tesla in Europe by 10,000 units. UBS cut its Q1 delivery forecast by 18%. HSBC predicts a 68% collapse. A judge just ruled that boycotting Musk is perfectly legal.
The S&P 500 swung 400 points in a single week as oil spiked above $126, Trump paused strikes on Iran, and the Fed held rates. Energy and defense are up double digits. Tech is deep in the red.
NVIDIA sits at $4.9 trillion in market cap while OpenAI burns through cash. We trace the real money in AI — from silicon to software.