Market Pulse: Rare Earths, AI Infrastructure, and the Bending Spoons IPO
In this episode, we analyze the latest market movements as the third quarter begins. We explore Meta's ambitious push into cloud-based AI infrastructure, the strategic importance of domestic rare earth production through public-private partnerships on military bases, and the successful public debut of software roll-up firm Bending Spoons. We also examine the ongoing debate surrounding presidential financial disclosures and potential conflicts of interest, alongside insights from central bank leaders on inflation and monetary policy. Join us for a comprehensive breakdown of the economic…
The skinny
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