Broadcom is downgraded to Hold/Avoid as its ~$2T mCap and 35.4x forward P/E fully price in aggressive AI revenue targets.

Fintech is a core growth engine driving engagement and revenue diversification. Lending expansion strengthens the ecosystem, but it also increases sensitivity to macroeconomic slowdowns. Credit ...

In late 2024, during a board-level strategy session at a U.S. financial services firm, a director asked a question: “Who is accountable for how our new AI-based credit-risk engine makes decisions?” ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. The six largest U.S. banks—Bank of America, Citigroup, Goldman Sachs, JPMorgan Chase, Morgan ...

I recently wrote about how Treasuries have come to represent a larger share of the US bond market, prompted by heavy US government debt issuance. Only as an aside did I mention that corporate debt has ...

Mercado Pago has evolved from a checkout tool into a full financial ecosystem. Users now rely on it for peer-to-peer transfers, merchant payments, credit, and even savings products. The growth has ...