The Wire
All the analysis, as it happens.
14:50
Wall Street Packages AI Volatility Insurance as Bubble Fears Mount
Banks pitch variance swaps and collar strategies to institutional clients seeking protection against concentration risk in overheated tech stocks
13:46
Nvidia Delivers Record $68B Quarter as Enterprise Demand Sustains AI Chip Boom
Chipmaker crushes Q4 expectations with 73% revenue growth and $78B guidance, while analysts debate whether stretched valuations reflect the full scale of multi-year infrastructure buildout.
10:39
Stellantis Reports €22.3 Billion Loss as Tariff Pressures Mount
The automotive giant's first-ever annual loss signals structural turmoil beyond failed EV bets—with US tariff costs rising to €1.6 billion in 2026.
10:22
Summit Partners Bets $122 Million on Canadian Creator Economy Infrastructure
Boston PE firm's investment in Stay22 signals growing institutional appetite for monetization tools powering digital publishers and content creators.
09:57
UK Borrowing Falls as Reeves Delivers Post-Pandemic Fiscal Consolidation
Britain plans fastest deficit reduction in G7 as gilt issuance holds at £304 billion despite tighter fiscal stance.
22:46
Credit Contagion Warning: SVP’s Khosla Says Software Selloff Threatens Leveraged Markets
As $47 billion in tech loans trade distressed, a major distressed debt investor warns the decoupling between tight credit spreads and equity carnage may be…
21:29
Salesforce Guidance Miss Triggers $2.8 Billion Rotation Into Australian Bonds
Big Tech's cautious AI outlook meets real money as global investors price in the bubble premium.
19:46
UK Crypto ISA Promise Unravels as No Major Platform Will Offer Tax-Free Products
Treasury's flagship April deadline faces collapse after regulators failed to coordinate on Innovative Finance ISA requirement, leaving retail investors with no access to promised tax-advantaged…
19:42
Kalshi Fines MrBeast Editor $20,000 in First Public Insider Trading Case
Artem Kaptur's 'near-perfect' bet record on YouTube content markets marks prediction platforms' first enforcement against a social media employee.