Pensions dump US equities over AI fears
Plus, bond investors sound alarm, US stocks on the rise and Münter at the Guggenheim
Economic news
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The power crunch threatening America’s AI ambitions
A lack of electricity for new data centres could deflate the AI ‘bubble’
Strategy’s stock slide leaves bitcoin’s biggest booster with dwindling options
Michael Saylor’s financial engineering inspired dozens of imitators but is now close to unravelling
Airwallex plots Silicon Valley expansion after securing $8bn valuation
Payments company opens San Francisco base and reduces Tencent’s holding in US pivot
Inflation, inflation, inflation — the main risk ahead for investors
Diversification to cushion impact of rising prices is needed
Trump drives historic shift of power from investors to boardrooms
Moves to curb proxy advisers and passive investment giants chip away at foundations of shareholder capitalism