Can Kevin Warsh toughen policy without upsetting Trump?

Can Kevin Warsh toughen policy without upsetting Trump?

Quick reading Federal Reserve Chairman Kevin Warsh faces pressure to tighten monetary policy amid rising inflation (core PCE in the 91st percentile of trailing-12-month range) while maintaining political independence from President Trump, likely using quantitative balance sheet tightening rather than interest rate increases to avoid headlines. There is a significant disconnect between complacent options markets…

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SpaceX and OpenAI IPOs Could Push AI Trading Into Bubble Territory: Chart of the Day

SpaceX and OpenAI IPOs Could Push AI Trading Into Bubble Territory: Chart of the Day

The mega initial public offerings of SpaceX (SPAX.PVT) and OpenAI (OPAI.PVT) could push AI trading into bubble territory, just as rising yields make investors more demanding about growth that may take years to come. Bank of America’s Michael Hartnett estimated that adding mega IPOs to current AI leaders could boost market concentration from the current…

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US OCC chief calls banks’ living wills ‘seriously flawed’ and abstains from vote

US OCC chief calls banks’ living wills ‘seriously flawed’ and abstains from vote

U.S. Comptroller of the Currency Jonathan V. Gould has abstained from a Federal Deposit Insurance Corporation (FDIC) vote on staff comments related to July 2025 Dodd-Frank Act Section 165(d) resolution plans. The FDIC and the Federal Reserve Board published comment letters covering several resolution plans filed in July 2025. Resolution plans, commonly described as living…

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DoubleVerify (DV) Launches AI-Powered Pre-Screen Content Checks in Meta Thread Feed (META)

DoubleVerify (DV) Launches AI-Powered Pre-Screen Content Checks in Meta Thread Feed (META)

DoubleVerify Holdings Inc. (NYSE:D.V.) is one of the Cheap AI Stocks to Buy According to Analysts. On May 18, DoubleVerify launched AI-powered pre-screen content controls in Meta’s Threads feed to improve brand protection for advertisers. This capability allows brands to prevent content they deem inappropriate before impression transactions are made, based on brand suitability measurement…

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UiPath (PATH) and Deloitte Expand Collaboration to Integrate Test Cloud into Ascend Platform

UiPath (PATH) and Deloitte Expand Collaboration to Integrate Test Cloud into Ascend Platform

UiPath Inc. (NYSE:PATH) is one of the Cheap AI Stocks to Buy According to Analysts. On April 27, UiPath and Deloitte expanded their collaboration to accelerate software development, testing, and deployment for global organizations. The joint solution integrates UiPath Test Cloud capabilities into Deloitte’s Ascend engineering and service delivery platform. The partnership focuses heavily on…

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