Experts' opinions
AI Capital Concentration Drives Market Gains While Broader Participation Lags
The S&P 500 is up around 5.7% year-to-date, but the move is being driven by a narrow set of names. The top 10 stocks...
Stablecoin Settlement Expands Across Payments
Stablecoins are moving beyond trading liquidity into broader payment and settlement activity.
In 2025, payment-related stablecoin flows were estimated at $350 billion to $550 billion...
Anthropic’s $1 Trillion Valuation Strengthens AI Pricing Across Markets
Anthropic’s implied $1 trillion valuation shows how aggressively private capital is pricing companies that are converting AI demand into revenue.
Reported annualized revenue has reached...

