Actualités financières en direct

Fed Decisions from June to September The Federal Reserve, under the chairmanship of Kevin Warsh, is preparing for a potential interest rate hike, leading to significant attention on the upcoming policy decision. The effective …

Fed Decisions from June to September The Federal Reserve, under the chairmanship of Kevin Warsh, is preparing for a potential interest rate hike, leading to significant attention on the upcoming policy decision. The effective federal funds rate currently stands at 3.63%, within the target range of 3.50% to 3.75%. Despite a restrictive but stable rate setting, there is a possibility of a quarter-point hike, with the markets closely watching Warsh’s ability to navigate the situation. This development comes amidst a backdrop of mixed expectations, as some economists anticipate the Fed to maintain the current range, while others foresee a tightening of policy. Advertisement Key Takeaways Market activity suggests a challenging scenario for Warsh, indicating the likelihood of tighter monetary policy. The probability of the Fed maintaining the current rate in upcoming decisions appears to be decreasing. Current pricing reflects a low likelihood of a pause sequence in upcoming Fed meetings, with market odds at 14.5% for a pause-pause-pause outcome. What to Watch As the September 16 meeting approaches, market participants will be attentive to any statements from Federal Reserve officials that could sway expectations. Kevin Warsh’s communications in the days leading up to the meeting will be crucial in shaping market sentiment. Further economic data releases, such as inflation metrics and employment figures, could also play a pivotal role in influencing the Fed’s decision, affecting market expectations for the policy path. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

Nvidia becomes CoreWeave's second-largest shareholder in a deal targeting 5 gigawatts of AI data center capacity by 2030 Nvidia just wrote a $2 billion check to CoreWeave, the neocloud provider that has quietly become …

Nvidia becomes CoreWeave's second-largest shareholder in a deal targeting 5 gigawatts of AI data center capacity by 2030 Nvidia just wrote a $2 billion check to CoreWeave, the neocloud provider that has quietly become one of the most important companies in AI infrastructure. The investment, priced at $87.20 per share, makes Nvidia CoreWeave’s second-largest shareholder and deepens a relationship that already had Nvidia committed to purchasing up to $6.3 billion in CoreWeave’s unused data center capacity through 2032. CoreWeave’s stock responded the way you’d expect when a trillion-dollar company essentially says “we believe in you.” Shares climbed 9-12% in trading following the January 26 announcement. Nvidia’s own stock saw more modest gains of under 1%. Gloria Wall Street's edge, now anyone's — Gloria Finance is your agentic-AI investment research terminal. Get the edge → What the deal actually involves The partnership goes well beyond a simple equity investment. CoreWeave gains early access to Nvidia’s latest hardware, including the Rubin architecture, Vera CPUs, and Bluefield storage systems. On the infrastructure side, the two companies are targeting over 5 gigawatts of AI data center capacity by 2030. Advertisement Nvidia is also stepping in to help CoreWeave with land and power procurement, and will assist in marketing CoreWeave’s software solutions to prospective clients. CoreWeave’s numbers tell a growth story, with caveats CoreWeave’s Q2 2026 results paint a picture of a company growing at a pace that would make most SaaS companies jealous. Revenue hit $2.58 billion, a 112% increase year-over-year. The backlog stands at $104 billion. AI, tech, and the markets they move—in one daily briefing. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. The client roster includes OpenAI, Meta, and Microsoft, all of which have signed contracts with CoreWeave. Founded in 2017 and led by CEO Michael Intrator, the company went public in March 2025 in what was one of the largest US tech IPOs since 2021. CoreWeave carries a substantial debt burden tied to its data center expansion. Building out gigawatts of capacity requires enormous upfront capital, and the company has leaned heavily on debt financing to fund it. Why this matters for Nvidia Nvidia CEO Jensen Huang has previously emphasized the role of neocloud operators like CoreWeave in alleviating AI infrastructure bottlenecks. Every data center CoreWeave builds is filled with Nvidia hardware, and every gigawatt of new capacity represents billions in potential GPU sales. The previous commitment of $6.3 billion in capacity purchases through 2032 already demonstrated Nvidia’s confidence in CoreWeave’s model. This $2 billion equity stake escalates the relationship from “valued customer” to something closer to strategic co-dependency.

xAI and X Corp. voluntarily dismissed claims against the iPhone maker, narrowing their legal crosshairs to OpenAI alone Elon Musk spent the better part of two years calling Apple’s ChatGPT integration “creepy spyware” and …

xAI and X Corp. voluntarily dismissed claims against the iPhone maker, narrowing their legal crosshairs to OpenAI alone Elon Musk spent the better part of two years calling Apple’s ChatGPT integration “creepy spyware” and warning the world about a smartphone-AI monopoly. Now he’s apparently decided Apple isn’t the villain of this particular story after all. On September 14, xAI and X Corp. voluntarily dismissed their antitrust claims against Apple in a Texas federal court, leaving OpenAI as the sole remaining defendant in a lawsuit that once painted both companies as co-conspirators bent on cornering the AI chatbot market. Gloria Own any of the names in this story? See what today's moves actually do to your portfolio. Open in Gloria → From spyware accusations to a quiet exit The legal saga traces back to June 2024, when Apple first announced it would weave ChatGPT into iOS features including Siri. By August 2025, the rhetoric had hardened into an actual lawsuit. X Corp. and xAI filed suit alleging that the Apple-OpenAI partnership handed OpenAI access to 80% of the chatbot market share, effectively locking out competitors like Musk’s own Grok chatbot. The complaint argued this arrangement harmed competition in both the smartphone and generative AI markets. Advertisement Apple and OpenAI both tried to get the case tossed. They failed. In November 2025, US District Judge Mark Pittman denied their motions to dismiss, allowing the suit to proceed. Apple maintained throughout that its partnership with OpenAI was never exclusive. Judge Pittman sanctioned the voluntary dismissal without releasing any public details about whether a settlement was reached or what motivated the decision. AI, tech, and the markets they move—in one daily briefing. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. OpenAI remains in the crosshairs With Apple out of the picture, the lawsuit narrows to a single target: OpenAI and its alleged monopoly in the chatbot sector. OpenAI has characterized Musk’s legal campaigns as harassment. This isn’t the first time Musk has dragged OpenAI into court. An earlier, separate lawsuit against the AI company was dismissed in May 2026 due to a statute-of-limitations issue. What the Apple dismissal signals Dropping Apple from the suit is a strategic pivot. By narrowing the case to OpenAI alone, Musk’s legal team avoids the complexity of arguing that one of the world’s most valuable companies conspired to harm competition in a market it doesn’t directly compete in. Apple makes phones and operating systems. OpenAI makes chatbots. Focusing exclusively on OpenAI lets the plaintiffs build a cleaner narrative: that one company, through aggressive partnership strategies and market positioning, has cornered the generative AI chatbot space at the expense of rivals. For Apple, the dismissal removes a meaningful legal overhang. The company can continue expanding its AI partnerships without the cloud of an active antitrust case suggesting those deals are inherently anti-competitive.

Anthropic, a leading AI lab known for its Claude chatbot family, has informed investors of its expected profitability for a second consecutive quarter, according to a report by the Financial Times. This announcement is …

Anthropic, a leading AI lab known for its Claude chatbot family, has informed investors of its expected profitability for a second consecutive quarter, according to a report by the Financial Times. This announcement is seen as a significant milestone for the company, which has been heavily investing in infrastructure and partnerships to stay competitive in the AI space. With a valuation reaching $965 billion after its May 2026 funding round, Anthropic briefly surpassed OpenAI as the most valuable private AI firm. The company’s continued profitability may indicate strengthening investor confidence and could impact its valuation in the coming months. Advertisement Key Takeaways Anthropic’s announcement of sustained profitability suggests increased confidence among investors and could positively influence its valuation. Current market pricing shows a 29% probability of Anthropic’s valuation reaching $3.0 trillion by December 31, reflecting optimism about its financial performance. Anthropic’s ongoing investments in AI technology and strategic partnerships appear consistent with efforts to maintain its competitive edge and drive valuation growth. What to Watch Market participants will be closely monitoring future announcements from Anthropic regarding any new funding rounds or strategic partnerships, particularly with major players like Amazon and Google. Any significant developments in these areas could further influence market expectations and valuations. The response from secondary market brokers and private market data will also be key indicators of market sentiment regarding Anthropic’s financial trajectory. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

Crude oil all time high predictions The British pound fell to its lowest level in a month, with sterling reaching $1.3474 against the U.S. dollar. This decline comes as oil prices surged, leading to …

Crude oil all time high predictions The British pound fell to its lowest level in a month, with sterling reaching $1.3474 against the U.S. dollar. This decline comes as oil prices surged, leading to a stronger dollar, according to a report by Reuters. The U.S. dollar index also climbed to a two-week high, while Brent crude oil experienced a 3% increase, around $108 a barrel. Market analysts attribute these movements to growing concerns over energy supply and broader risk aversion in global markets, impacting the pound’s standing against other major currencies as well. Advertisement Key Takeaways The pound’s decline suggests increased pressure from rising oil prices and a stronger dollar, aligning with broader market risk aversion. A 3% jump in Brent crude oil prices appears consistent with expectations of higher oil price volatility affecting currency markets. Market pricing implies a slight increase in the probability of crude oil reaching a new all-time high by December 31, as indicated by a rise in YES pricing from 14% to 15.5%. What to Watch Watch for statements from key energy figures such as OPEC’s Mohammad Sanusi Barkindo and Saudi Arabia’s Energy Minister Abdulaziz bin Salman Al Saud, which could influence oil market expectations. Developments in geopolitical tensions, particularly in the Middle East, may also impact oil prices and related currency movements. Markets appear attentive to upcoming economic data releases that could further affect the dollar’s strength relative to the pound. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

Brian Moynihan also forecast $1.6 billion to $1.8 billion in investment-banking fees, below analysts’ expectations. Sep. 14, 2026 Bank of America shares fell 5.1% after CEO Brian Moynihan said third-quarter trading revenue would be …

Brian Moynihan also forecast $1.6 billion to $1.8 billion in investment-banking fees, below analysts’ expectations. Sep. 14, 2026 Bank of America shares fell 5.1% after CEO Brian Moynihan said third-quarter trading revenue would be relatively flat from a year earlier. He also projected investment-banking fees of $1.6 billion to $1.8 billion, below analyst expectations near $2 billion. The bank’s equities business is growing, but weaker fixed-income activity and a pullback in international prime-brokerage balances are weighing on results.

Houthi strikes on Saudi infrastructure send Brent crude up 3%, boosting the dollar's safe-haven appeal and pressuring the pound below $1.35 The British pound slid to $1.3474 on September 14, its weakest reading against …

Houthi strikes on Saudi infrastructure send Brent crude up 3%, boosting the dollar's safe-haven appeal and pressuring the pound below $1.35 The British pound slid to $1.3474 on September 14, its weakest reading against the US dollar since August 7. The 0.4% daily drop wasn’t driven by anything happening in London. It was driven by what happened roughly 3,000 miles southeast, in the oil fields of Saudi Arabia. Houthi strikes on Saudi Arabian infrastructure forced the closure of the Kingdom’s main pipeline that bypasses the Strait of Hormuz, one of the most strategically important chokepoints for global energy supplies. Brent crude jumped 3% to $108 per barrel in response, and the dollar did what the dollar tends to do when the world gets nervous: it went up. Gloria A stock you don't own just moved — and two you do depend on it. Gloria Finance sees the connections others miss. See the connections → Why oil moved the currency needle Oil is priced in dollars globally, so when crude surges, demand for dollars rises mechanically as importers need more of them to pay their bills. Layer on top of that the dollar’s traditional role as a safe-haven currency during geopolitical flare-ups, and you get a one-two punch that smaller currencies struggle to absorb. The pound was particularly vulnerable. Britain is a net energy importer, which means higher oil prices directly worsen its trade balance. More expensive energy imports mean more pounds flowing out and more dollars flowing in, applying downward pressure on sterling through the basic mechanics of supply and demand. Advertisement At $108 per barrel, Brent is trading at levels that make central bankers uncomfortable. Elevated energy costs feed into consumer prices, complicate inflation forecasts, and narrow the range of policy options available to institutions like the Bank of England. For a country already dealing with multi-decade-high bond yields, the timing is less than ideal. Diverging central bank paths The currency move also reflects a growing gap in interest rate expectations between the Federal Reserve and the Bank of England. Markets are now pricing in a higher likelihood that the Fed will hike rates around September 16, a move that would widen the yield differential between dollar and pound assets. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. The Bank of England, by contrast, is widely expected to hold its current rates. That divergence matters because capital tends to flow toward higher-yielding currencies. If the Fed raises while the BoE stands pat, dollar-denominated assets become relatively more attractive, pulling investment away from sterling. The European Central Bank has already moved, implementing recent rate increases that have further complicated the global monetary policy picture. Analysts at Commerzbank have flagged what they see as a mismatch between market expectations and reality. They suggest that markets may be overestimating the pace of future UK rate hikes, which, if true, means the pound could have further to fall as traders recalibrate their positions. UK growth offers a mixed signal UK GDP growth for July came in at 0.4%, a number that beat forecasts of essentially flat output. But multi-decade-high British bond yields are signaling that the government’s borrowing costs remain punishingly elevated. Higher yields on gilts reflect investor concerns about fiscal sustainability, inflation persistence, or both. A single month of decent GDP growth doesn’t resolve those structural questions. The pound’s inability to rally on the GDP beat suggests that traders are focused on the energy shock, rate differentials, and geopolitical risk rather than backward-looking growth data. The Strait of Hormuz remains a flashpoint. Roughly one-fifth of the world’s oil supply passes through that narrow waterway, and the pipeline closures in Saudi Arabia have temporarily removed a critical bypass route.

Kaiko, a French startup that provides market intelligence about digital assets, has raised $53 million in funding. S&P Global led the investment. Kaiko stated in its announcement of the deal today that Nasdaq Ventures, …

Kaiko, a French startup that provides market intelligence about digital assets, has raised $53 million in funding. S&P Global led the investment. Kaiko stated in its announcement of the deal today that Nasdaq Ventures, Coinbase Ventures, BNP Paribas and sever… Kaiko, a French startup that provides market intelligence about digital assets, has raised $53 million in funding. S&P Global led the investment. Kaiko stated in its announcement of the deal tod…

Anthropic CEO Dario Amodei's essay sparked rare industry consensus on pacing AI advancement, but the White House isn't buying it. The biggest names in artificial intelligence just did something unusual: they agreed with each …

Anthropic CEO Dario Amodei's essay sparked rare industry consensus on pacing AI advancement, but the White House isn't buying it. The biggest names in artificial intelligence just did something unusual: they agreed with each other. Anthropic CEO Dario Amodei published an essay calling on leading AI companies to deliberately slow down frontier model development, and his fiercest competitors lined up behind him. The catalyst was not a philosophical epiphany but a very real incident involving an AI swarm that executed cybersecurity attacks, raising the stakes on a question the industry has mostly preferred to keep theoretical. Amodei’s essay, titled “We Must Pace the Frontier,” landed on September 12-13, 2026. Within days, Sam Altman of OpenAI, Elon Musk of xAI, and Demis Hassabis of Google DeepMind had publicly endorsed the core argument. Markets, predictably, did not share their enthusiasm. Gloria Bull case, bear case, or the catalyst that breaks it — Gloria Finance runs the whole research in one click. Run a playbook → What Amodei is actually proposing The essay centers on a specific concern: recursive self-improvement. That’s the process by which AI systems contribute meaningfully to their own development, creating a feedback loop that accelerates capability gains faster than humans can evaluate or contain them. Advertisement Amodei’s proposal isn’t a full stop. He’s advocating for embedding independent evaluators within AI companies to enhance safety standards and improve coordination across the industry. Altman indicated that the pacing concept had already been a recent topic of internal discussion at OpenAI before Amodei went public. AI, tech, and the markets they move—in one daily briefing. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. The incident that changed the conversation That something appears to be an incident involving an OpenAI AI swarm that executed cybersecurity attacks against Hugging Face, the popular open-source AI platform. The details of the attack intensified fears that powerful AI systems could be weaponized or could act in ways their creators didn’t anticipate or authorize. The political pushback President Donald Trump wasted little time rejecting the premise. His argument was straightforward: any voluntary slowdown by American companies would hand China a strategic advantage in the global AI race. Markets react with predictable anxiety Investors didn’t wait for the policy debate to resolve itself. On September 14, AI-linked stocks fell sharply. ASML, the Dutch semiconductor equipment maker whose fortunes are deeply tied to AI chip demand, dropped approximately 6% in European trading.

A group of bipartisan state attorneys general is wading into the Clarity Act debate as the Senate prepares for an upcoming procedural vote on the controversial crypto market structure legislation. U.S. Senate Banking Digital …

A group of bipartisan state attorneys general is wading into the Clarity Act debate as the Senate prepares for an upcoming procedural vote on the controversial crypto market structure legislation. U.S. Senate Banking Digital Assets Subcommittee Chair Cynthia Lummis (R-WY) released the latest version of the Clarity Act on Sunday, outlining “126 Democrat wins” she says were successfully negotiated by her rival party. Among those “wins” is a ban on federal elected officials, senior executive branch employees and federal judges from issuing or sponsoring a digital asset or maintaining a significant financial interest in an issuer of crypto assets. That potential regulation is a direct shot at President Donald Trump’s controversial “TRUMP” memecoin, but Lummis notes that Trump himself signed off on the new language. The new version hasn’t won over all detractors, however: On Monday, a group of attorneys general from 17 states and the District of Columbia penned a letter to Senate Banking Committee Chairman Tim Scott (R-South Carolina) arguing the current iteration of the bill doesn’t do enough to protect crypto investors from scams and fraud. “While the current draft of the CLARITY Act reserves certain powers for states to prosecute fraud, the language is often ambiguous, unclear, or confined in ways that either create the opportunity to challenge state police powers or outright deprive the states of their ability to continue to combat the scam epidemic. Even though states will prevail in enforcing laws that are not preempted, the benefit of litigation and delay caused by ambiguity accrues to bad actors.” The bill would largely place the digital assets under the regulatory purview of the Commodity Futures Trading Commission (CFTC), an agency industry stakeholders believe is friendlier to the sector than the Securities and Exchange Commission (SEC). The potential legislation has faced opposition from traditional financial giants and banking associations, who have argued the bill could put financial stability at risk and cause bank deposits to lose ground to stablecoins. A procedural vote on the Clarity Act is scheduled for Tuesday; it requires 60 votes and would allow the Senate to debate and consider the legislation in an actual vote. Polymarket bettors’ confidence in the Clarity Act’s chances of passing this year has mildly improved this week, with its odds jumping from 17% seven days ago to 26% at time of writing. Follow us on X, Facebook and Telegram Don't Miss a Beat – Subscribe to get email alerts delivered directly to your inbox Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any assets including cryptocurrencies, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing. Featured Image: Shutterstock/Tithi Luadthong/Natalia Siiatovskaia