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Barclays - $BCS

COVID took away one of the two legs payments stand on — Mastercard CEO
8 lessons: why Mastercard now calls itself the trust layer of the AI economy, how it split one global network into digital islands, and why half of each…
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Wellington PM: AI borrowers will pass big banks as the bond market's top concentration
11 takeaways: why data center bonds carry construction risk, the tax catch in Trump accounts, Connecticut's $3,200 baby bonds and an Alberta coal mine's…
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AI gets financial advice wrong 57% of the time, Saturn's test of 18 models finds
8 arguments: Nubank brings 140M customers to the US on word of mouth and an F1 sponsorship, Monzo's Aura invests your cashback, and 26% of UK consumers…
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Barclays' internet analyst: a Millennium Prize problem fell to 10,000 agents in 88 hrs
6 calls: Why pacing does not dent lab revenue in the near term, what the Hugging Face breach actually was, and which labs could close the gap while the…
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C.S. Venkatakrishnan: Barclays was on 9 of the 10 big IPOs in the first half
9 takeaways: The three forces he says are pressuring bond markets worldwide, why he calls AI the icing rather than the cake at Barclays, and what a…
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Dan Orlando: the data-center build will not slow whether the Fed hikes 50bps or 100bps
7 calls: Why the curve steepener became the most challenged trade in rates, what tripling the Treasury's buyback program did not fix, and where the bond…
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Emmanuel Cau: Europe has kept pace with the US at up 11-12%, and not by avoiding AI
7 takeaways: Why the reason yields are rising matters more than the level, what has to go right in Germany, and the one sector investors are only now…
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Saket Kalia: AI puts hackers on machine speed, and Palo Alto's multiple has no room left
4 takeaways: The subscription beat that cleared his estimate, the security chief now meeting his CEO three times a week, and why 45-50x free cash flow…
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Paul Johnson: "value investing" is redundant, and what died after Graham was capital preservation | Talking Billions
Why he says the real divide is fundamental investing against quant, the letter Markowitz wrote back to him about how modern portfolio theory began, and…
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David Booth: why a scientist wouldn't run an index fund, the 4% the index overpays on every addition, and a century that paid 10% a year …
The Dimensional founder on starting in a Brooklyn spare bedroom, the S&P 500 fund that became BlackRock's cornerstone, why he waited four decades to…
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