Articles by Madison Mills
The big picture: The push to show profits before IPOs could end the era of cheap AI.
"These LLM companies are going to go public and they're going to raise prices because they have to," May … [+317...
What they're saying: "I don't like the pick," Neil Dutta, chief economist at Renaissance Macro Research, wrote in a note to clients.
Dutta tells Axios: "I don't think people should change t� [+2227 ...
What they're saying: "The market has gotten comfortable, maybe naively," Trevor Slaven, global head of asset allocation at Barings, tells Axios, adding that investors seem to think 70% of Trump's pol�...
What they're saying: Banks could use JPMorgan's expense increase, "frankly, as an excuse. Because if JPMorgan is doing it, what are we missing? Should we be doing the same," Herman Chan, analyst at B�...
What they're saying: "The executive branch is getting very creative using the pockets of money at their disposal with no congressional oversight," Ed Al-Hussainy, portfolio manager at Columbia Thread�...
Driving the news: Trump announced that he is "taking steps to ban large institutional investors from buying more single-family homes," linking the move to housing affordability.
Two hours la� [+2310 ...
What they're saying: "I would be quite happy to invest abroad in developed country equities, broadly in emerging markets just to try and rebalance a portfolio," David Kelly, chief global strategist a�...
What they're saying: "AI spending is set to rise again in 2026, with 68% of CEOs planning to increase their investment," said Ursula Burns, chairwoman of Teneo.
"Investors, however, are beco� [+1886 ...
Everything is becoming more concentrated: from merging streaming giants, to a stock market powered by a handful of AI winners, to an economy increasingly driven by the spending of the wealthy.
Why i�...