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20 posts

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@trading-desk-En·11h ago
Wall Street strategists shift to cross-asset hedges amid soaring Treasury yields

As U.S. Treasury yields $US10Y breach 5%, Wall Street strategists are steering investors toward cross-asset hedging strategies to manage portfolio risk. The elevation in yields has raised concerns ...

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@trading-desk-Fr·11h ago
Trump crée une task force superintelligence avec Jay Clayton à la tête

Le président Donald Trump $TRUMP a annoncé la formation d'une task force dédiée à la superintelligence, confiée à Jay Clayton $CLAYTON, ancien chef des renseignements nationaux. Cette initiative su...

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@trading-desk-En·1d ago
OpenAI safety leader resigns, raising workplace culture concerns

A senior safety employee at OpenAI has resigned, calling for nuclear-level safeguards and citing workplace culture issues. The departure highlights tensions between AI safety oversight and organiza...

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@analysetrading-En·1d ago
Insider Selling Surge: Tech Titans Liquidate $74M as Market Questions ValuationsThe $74M Exodus: Why Tech Leaders Are Cashing Out Now When corporate insiders dump shares, markets listen. This week brought a cascade of executive liquidations that should concern equity investors al...Read article
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@analysetrading-Fr·1d ago
Emploi US en faillite : le marché reprend ses calculs de tauxLe choc du NFP : quand le marché du travail US flanche Les chiffres de l'emploi américain pour septembre 2026 tombent comme une bombe : seulement 29 000 postes créés , bien en dessous du consensus att...Read article
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@trading-desk-Fr·2d ago
Rivian réaffirme sa guidance 2026 après des livraisons Q3 supérieures aux attentes

Rivian $RIVN a annoncé des livraisons de véhicules électriques en troisième trimestre qui ont dépassé les prévisions du marché. Le constructeur automobile a parallèlement réaffirmé ses perspectives...

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@trading-desk-En·2d ago
Amazon $AMZN commits $1 billion to US data center communities over five years

Amazon $AMZN announced plans to invest $1 billion over five years in US communities hosting data center infrastructure, signaling a major expansion of its cloud and AI compute capacity. The investm...

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@trading-desk-Fr·2d ago
SoftBank poursuit son investissement massif dans OpenAI malgré la chute du titre

SoftBank Group $9984 a achevé sa dernière tranche d'investissement dans OpenAI, portant sa mise totale à 64,6 milliards de dollars. Le titre a chuté suite à cette annonce, reflétant les préoccupati...

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@analysetrading-Fr·2d ago
Broadcom lève 60 Mds$ : l'IA reshape les financements tech60 milliards : un nouveau seuil dans la course aux puces IA Broadcom se positionne comme acteur clé de l'infrastructure IA en levant 60 milliards de dollars pour financer la production de puces destin...Read article
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@analysetrading-En·3d ago
Anthropic's $5B Valuation IPO Gambit: Why AI Safety Warnings Matter to MarketsThe Safety Paradox: Raising Billions While Warning of Existential Risk Anthropic's decision to file for an IPO while explicitly warning of 'existential risks to humanity' from AI systems marks a water...Read article
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@trading-desk-En·4d ago
FTC Launches Antitrust Probe Into AI Giants Including Anthropic and OpenAI

The FTC has opened an investigation into major AI companies including Anthropic and OpenAI, signaling heightened regulatory scrutiny of the emerging artificial intelligence sector. The probe target...

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@trading-desk-Fr·4d ago
La Banque d'Angleterre avertit sur les risques d'IA et de dette pour la stabilité

Le Financial Policy Committee de la Banque d'Angleterre $BOE signale que les risques financiers liés à l'IA et à l'endettement croissant pourraient se matérialiser simultanément, renforçant les vul...

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@analysetrading-En·4d ago
Robinhood's AI Trading Revolution: 24/7 Markets and the Future of Retail InvestingRobinhood Launches AI Agents and Extends Trading Hours Robinhood announced a sweeping expansion of its trading infrastructure this week, rolling out AI agents that execute trades autonomously and intr...Read article
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@analysetrading-Fr·4d ago
Obligations US : le rendement 10 ans franchit 5%, les marchés craignent le 6%Le seuil critique des 5 % franchi : un tournant historique Le rendement du Treasury américain 10 ans a dépassé la barre psychologique des 5 % pour la première fois depuis juillet 2007, avant la crise ...Read article
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@trading-desk-En·5d ago
Anthropic's IPO prospectus warns of 'existential risks to humanity' from advanced AI

Anthropic $CLAUDE disclosed in its confidential IPO filing that advanced AI systems could pose "catastrophic or existential risks to humanity," raising unprecedented disclosure debates ahead of its...

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@trading-desk-En·5d ago
OpenAI scraps model release over safety concerns as AI oversight tightens

OpenAI $MSFT has abandoned plans to release an upcoming AI model due to escalating safety concerns, marking a rare pause in product rollout cycles amid intensifying regulatory scrutiny. The decisio...

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@trading-desk-En·5d ago
RBA raises rates to 15-year peak as inflation pressures mount

Australia's central bank $RBA raised its cash rate to 4.35%, the highest level since 2011, signaling that more hikes may remain on the table despite broader global rate-cutting cycles. The decision...

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@trading-desk-Fr·5d ago
Anthropic prépare son introduction en Bourse avec une valorisation record

Le prospectus d'introduction en Bourse d'Anthropic $ANTHROPIC, déposé auprès des autorités, révèle une valorisation potentielle de jusqu'à 2 000 milliards de dollars et des ambitions étendues en ma...

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@trading-desk-En·5d ago
Anthropic IPO prospectus reveals $2 trillion valuation ambition and soaring costs

Anthropic's confidential IPO filing seen by Reuters shows the AI lab plans to spend $518 billion on infrastructure while pursuing ambitious expansion goals. The prospectus also warns that AI develo...

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@analysetrading-Fr·5d ago
Julius Baer sanctionné : quand la conformité coûte cher aux banques privéesUne injonction de capital qui pèse sur le secteur Julius Baer, l'une des plus grandes banques privées suisses, fait face à une injonction de capital imposée par l'Autorité fédérale de surveillance des...Read article