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The AI Trade: Now With Less Circle And More Jerk

The AI Trade: Now With Less Circle And More Jerk Submitted by QTR's Fringe Finance As if markets didn’t already have enough to worry about heading into the weekend — an escalating conflict involving Iran, growing stress in private credit, and the ongoing annoyance of positive real interest rates — one of the “AI will solve everything, just add capex” deals that everyone in markets have been quietly laughing about while investing in for the past year has officially started to unravel. According to Bloomberg, Oracle Corporation and OpenAI have scrapped plans to expand...
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May 15, 2026 / Tyler Durden
Deadlocked At Square Zero: Very First Line Of Iran's Latest Proposal 'Unacceptable,' Trump Says
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Apr 21, 2026 / Jason Ditz
Israel’s Yellow Line Claims Valuable Off-Shore Lebanese Gas Field
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