At 7:46 a.m. Monday, Doornbos had posted on X that Iranian officials were still considering a U.S. proposal to end the war, 'centering around uranium enrichment.'
"This is a system shock," says Nigel Green, CEO of deVere Group. "You have a material energy supply disruption and a structural shift toward fragmentation."
Goldman Sachs' Chief Equity Strategist Peter Oppenheimer has called the recent sell-off in U.S. tech stocks a rare 'buying opportunity,' suggesting that the current market conditions may favor investment in this sector.
CoreWeave announced a six-year agreement with Meta, which will supply AI cloud capacity through December 2032. The dedicated capacity will be deployed across multiple locations and will include some of the initial deployments of the Nvidia Vera Rubin platform, designed to optimize performance, resilience, and scalability for Meta's AI operations.
Hedge funds and other money managers spent $2.8 billion on alternative data in 2025, according to a new report from consultancy Neudata, a 17% jump from the year before. It's more than double what asset managers spent on alternative data in 2021, which includes a wide range of non-traditional information sources. The report projects that the total spend on alternative datasets could jump to more than $23 billion in the consultancy's bull case in 2030 and just under $8 billion in the bear case.
"I'm in favor of not having any rules against insider trading. I would like all the information out there as soon as it's available. Because look, as a society, we are better off knowing as soon as possible anything that is knowable."
Competition for top quant talent has never been stiffer. With top hedge funds and high-frequency trading firms in expansion mode - and increasingly encroaching on the same turf - the mathematicians, physicists, data scientists, and engineers who power them are in high demand. The emergence of AI labs, which can outbid even the top-tier finance firms with war chests of tens of billions in capital, has only ratcheted up the competition.