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Finance & Markets

IREN's Powerful AI Milestones Could Reshape Valuation, With Critical Risk

IREN (NASDAQ: IREN) just gained major validation from Microsoft and Nvidia as its AI infrastructure transformation accelerates. The question is whether these milestones can convince investors to value the company differently, potentially unlocking a much larger upside case, while

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Can the US Defy Fiscal Gravity?

David Bianco of DWS says long-term Treasury yields and real rates have climbed to some of their highest levels in nearly 25 years, but he argues inflation is not the main driver.

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