There is not a single day anymore without an announcement of some sort from the AI bandwagon. Qualcomm just announced it will start selling its own AI chips (“Qualcomm Challenges Nvidia And AMD With Data Center AI Chips“), AMD announced a new $1 billion agreement with the DOE (“US Department... The post THE DATA CENTERS FRENZY WILL BE REMEMBERED AS THE LARGEST WASTE OF CAPITAL IN HISTORY appeared first on JustDario.| JustDario
Alright, let’s dive into something that’s been making big headlines lately: private credit. Think of it as loans handed out by folks who aren’t your typical bank—private equity firms, hedge funds, or specialized finance companies stepping in to lend to businesses, real estate projects, or individuals who might not qualify... The post PRIVATE CREDIT: PEOPLE CAN SMELL THE SMOKE, BUT CANNOT SPOT THE FIRE YET appeared first on JustDario.| JustDario
I admit I never paid too much attention to Jefferies, since in the grand scheme of things, this bank is a relatively marginal player in the global financial system. I was fully aware, though, that their strategy to climb Wall Street league tables mostly relied on dealing with assets and... The post WHY A JEFFERIES BAILOUT IS ONLY A MATTER OF TIME appeared first on JustDario.| JustDario
In the volatile arena of auto finance and parts manufacturing, 2025 has emerged as a pivotal year of reckoning, marked by unprecedented turmoil that has shaken investor confidence and exposed deep-seated vulnerabilities in the sector. The dramatic bankruptcies of First Brands Group and Tricolor Holdings, both filed in late September,...| JustDario
The surprise victory of Sanae Takaichi as the new leader of the Japan LDP, which will allow her to become the next Prime Minister of Japan, has been welcomed by stock traders with such a loud cheer of joy that overheated Japan stocks marked one of the biggest daily jumps... The post WILL SANAE TAKAICHI LAST LONGER THAN A HEAD OF LETTUCE? appeared first on JustDario.| JustDario
