Investor expectations for Federal Reserve rate cuts have changed quickly in recent months due to concerns about triggering inflation in the robust economy. The Fed has indicated a potential reduction of interest rates by 75 basis points this year. However, rising Treasury yields, with the 10-year yield reaching a peak not seen since November, reflect skepticism about rate cuts. This skepticism is fueled by recent strong labor market d...

The cloud divisions of Google, Oracle, Microsoft, and Amazon are poised to reap substantial benefits from the burgeoning generative AI infrastructure market, which is projected to reach $309 billion. As firms lacking the capital to invest in proprietary AI servers seek alternatives, renting computing power becomes a viable solution, positioning these cloud providers to capitalize on the growing dem...