Latest from James Van Straten
AI trade loses steam as infrastructure boom faces reality check
Record earnings, rising competition and concerns over slowing AI spending are forcing investors to reassess one of the market's biggest trades.
Live markets: Iran returns to the headlines, hitting markets
Bitcoin and ether ETFs drew fresh inflows Monday as the bid starts to return.
Michael Saylor's Strategy dramatically ups pace of bitcoin sales, raising $216 million
The company sold 3,588 bitcoin last week to replenish its dollar reserves for dividends on its preferred stock.
SpaceX's Nasdaq 100 inclusion comes with a historical warning
The largest IPO ever enters the Nasdaq 100. Previous additions like Palantir and Strategy saw volatility after the index inclusion rather than the start of new rallies.
Live markets: Bitcoin recoups early decline, rising back above $63,000
Strategy raised $216 milliion with the sale of 3,588 bitcoin last week, sending prices lower earlier on Monday.
Memory and semiconductor stocks lose momentum, bitcoin rebounds in sign of changing investor focus
After dominating markets in 2026, AI-tied memory and semiconductor stocks are losing momentum, raising the question whether capital will shift back into bitcoin.
ChatGPT developer OpenAI said to discuss offering U.S. government a 5% stake: FT
The proposal aims to give the American public a financial stake in AI while easing political scrutiny of the industry.
Metaplanet buys another $170 million of bitcoin expanding treasury to 43,000 BTC
The Japanese firm, now the world's third largest publicly traded bitcoin holder, reported stronger Bitcoin Income Generation revenue.
