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Oracle's $248 Billion Rent is Another AI ‘Bombshell’

2025-12-16 18:00:21

Of all the eye-popping numbers that Oracle Corp. published last week on the costs of its artificial-intelligence data center buildout, the most striking didn’t appear until the day after its earnings press release and analyst call.

The Biggest Leverage Risk Isn’t in the Market

2025-12-16 18:00:05

Every time there’s a raging bull market in stocks, as there is now, people start worrying about too much leverage in the market, and for good reason. When investors chase stocks with borrowed money, bad things can happen. Here’s the danger:

For Europe, Delay Is the Costliest Option in Ukraine

2025-12-16 13:00:08

Even as negotiators claim progress in talks to end the war in Ukraine, the European Union remains deadlocked over how to sustain funding for the country’s defense. What EU leaders should recognize is that how they come up with the money matters far less at this point than that they do.

The Suez Canal Reopening Is a 2026 Gift for Commodities

2025-12-16 12:30:05

The business of shipping goods around the world has suffered shock after shock since 2000, culminating in the effective closure of the Red Sea and Suez Canal two years ago. Don’t say it too loud, but there’s a good chance the waterway can reopen in 2026, reducing transportation costs and easing the strain on global supply chains.

Why JPMorgan’s Chase And Its Digital Rivals All Love Germany

2025-12-16 12:00:05

When JPMorgan Chase & Co. finally opens its digital bank in Germany next year, it won’t be alone: The country is becoming a honeypot for big foreign lenders launching online-only brands. At first glance, this is mystifying given Germany’s deserved reputation for being among the toughest markets to make money in consumer finance. But what’s going on says a lot about how the business is changing and the competition that established lenders everywhere will increasingly face.

There Are Two Kevins, But Only One Job

2025-12-16 06:50:47

All signs point to President Trump choosing Kevin for the next Fed Chair. But which one?