US-China Competition For AI Markets
New RAND research analyzes global AI use from 2024–2025. While China’s DeepSeek briefly boosted Chinese market share to 13%, US models regained dominance by late 2025. Users remain willing to switch, but US tool capabilities currently lead.
The Rapid Rise Of Private Credit And The Expanding Role Of BDCs
Private credit, broadly defined as non-bank lending directly to companies outside traditional public markets, has seen remarkable growth over the past decade.
Dow Jones Industrial Average Gets Knocked Lower As Investors Chew On Greenland Threats
U.S. stocks slid as Trump tariff threats tied to Greenland fueled risk-off trading, higher yields, and a weaker dollar.
Is Amazon Too Cheap Ahead Of Earnings? Put Yields Are High, Implying AMZN Stock Could Rally
Amazon stock could be undervalued here, especially given its high put option yields over the next month.
