SpaceX bond sale signals markets in ‘bubble territory’, warns Allianz CIO

Have you seen “The Founder”? It’s the story of McDonald’s and how Ray Kroc (played by Michael Keaton) transformed the company from a local burger joint to a global landlord. According to the movie, Kroc’s accountant gave him the revelation: “You’re not in the burger business. You’re in the real estate business.” When brothers Richard and Maurice McDonald transformed their San Bernardino, CA barbecue restaurant into a fast-food burger joint in 1948, their model was to make and sell their own burgers. They would succeed or fail based on making better food products than other restaurants.  By the time Kroc bought out the McDonald brothers in 1961, the new model was leasing real estate to other people, and those other people would make the food. Whether the original San Bernardino McDonald’s succeeded or failed became irrelevant to the success of the McDonald’s corporation.  SpaceX has done the same thing. Its San Bernardino location, i.e. xAI, can now succeed or fail without affecting the

The delay in Anthropic's IPO highlights the tech sector's vulnerability to market volatility, potentially reshaping future IPO strategies. The post Anthropic delays IPO to 2027 citing SpaceX stock performance, market conditions appeared first on Crypto Briefing.

The A.I. company’s advisers are pushing its chief executive, Sam Altman, to move slowly after SpaceX’s stock has been volatile and as the start-up grapples with financial challenges.

Jeremy Grantham, the billionaire investor who predicted both the dot-com crash and the 2007 housing collapse, says the artificial intelligence (AI) market is the biggest investment bubble in American history and warns that a 70% decline in high-flying AI stocks would not be unexpected. Jeremy Grantham, co-founder of Boston-based institutional investment firm GMO, made the […]

Anchorage Digital’s latest analysis shows Bitcoin options traders remain defensive as near-term uncertainty persists, though markets are not pricing an extreme downside scenario for Strategy.

Interactive Brokers now connects with ChatGPT and Grok, giving clients new ways to study portfolios, research markets, and prepare trading instructions.

The liquidation highlights the risks of high leverage in volatile markets, potentially deterring future speculative trading and impacting market stability. The post Over $1B in crypto positions liquidated in 24 hours as leverage wipes out 138,000 traders appeared first on Crypto Briefing.

SpaceX has drawn fresh warnings over possible market excess after expanding its bond sale to $25 billion only weeks after its blockbuster public offering, while the SPCX stock has remained more than 30% below its post-IPO peak. According to the…