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Venezuela bonds surge after Maduro capture shocks markets
Venezuela bonds jumped after the Maduro capture, rippling through oil, U.S. stocks, and sanctions policy. Traders weighed crude-flow risk, while investors priced a possible debt reset and tighter asset freezes.
AI capex risks reviving inflation, investors warn
AI capex is emerging as a 2026 market risk as investors warn the data-center and chip buildout could keep inflation sticky, limit rate cuts, and force a rotation away from crowded AI trades.
BOJ rate hikes: Ueda signals more as yen weakens
BOJ rate hikes remain on the table after Governor Kazuo Ueda said the central bank will keep lifting rates if growth and inflation meet forecasts. The yen traded near 157 per dollar and 10-year JGB yields briefly hit about 2.125%, sharpening focus on the Jan 22–23 outlook report.
DigitalBridge acquisition: SoftBank’s $4B AI data push
DigitalBridge acquisition: SoftBank agreed to pay $16 a share in a $4B all-cash deal to scale “next-gen AI infrastructure,” signaling the capex shift toward power, data centers, and connectivity.
Saks Global readies Chapter 11 after $100M+ missed pay
Saks Global, parent of Saks Fifth Avenue and Neiman Marcus, is preparing a Chapter 11 filing after missing an interest payment exceeding $100 million tied to acquisition financing. The crisis highlights leverage stress in luxury retail and may tighten vendor and landlord terms.
Disney+ Hulu integration set for 2026 super-app
Disney+ Hulu integration is planned for 2026, folding Hulu into Disney+ to lift engagement, reduce churn, and improve ad yield. Disney is already shifting Hulu branding globally and tightening the tech stack after gaining full ownership, setting up a higher-stakes year for streaming execution.
European stocks hit record highs as defence leads
European stocks opened 2026 at record highs, with defence shares leading gains in thin holiday trading. The STOXX 600 rose about 0.4% early on Jan. 2, while investors watched rates, fiscal policy, and risk premia that also lifted precious metals.
South Korea nears $700B exports as AI chips lead
South Korea’s exports are expected to rise about 9% in December, extending a seven-month streak as AI-driven semiconductor demand powers trade. Non-chip sectors remain pressured by U.S. tariffs and tougher competition.
The Orbital Singularity: SpaceX Targets $1.5 Trillion Valuation
SpaceX prepares for a mid-2026 IPO at a $1.5T valuation. We dissect the 'monopoly premium' pricing, Starlink's unit economics, and the 'Data Darkness' macro backdrop.
Precious Metals Rally as Investors Seek Shelter Ahead of Year-End
Gold surged past $4,500 an ounce while silver and platinum hit record highs as investors piled into safe-haven assets amid economic uncertainty and thin year-end liquidity.
The Golden Straitjacket: NVIDIA Breaks Records, But Hits a Ceiling
NVIDIA just posted $57 billion in quarterly revenue, a number that defies gravity. But beneath the celebration lies a sobering reality: they are sold out. The world wants Blackwell chips, and for the next year, nobody can get them.