financeSunday, July 19, 2026
The AI credit selloff is no longer just a bond story. Goldman's top derivatives trader says the spillover is hitting the broader market, and the numbers back him up. Meanwhile, Bank of America is bullish on Tesla and Microsoft ahead of earnings, offering a counterpoint to the macro gloom.
The AI trade is cracking in credit markets, and Goldman says it's spreading.
Goldman's derivatives guru Brian Garrett warns that the AI credit blowout is no longer contained to bonds, it's spilling into the broader market. Hyperscaler bond spreads are at record wides, and even strong first-half performers are struggling in July. This is the most direct warning yet that AI infrastructure spending concerns are metastasizing.
BofA is betting on two big names ahead of their earnings reports, even as the broader market wobbles.
Bank of America raised Tesla forecasts ahead of its July 22 earnings, citing stronger deliveries and robotaxi expansion. The upgrade signals confidence in Tesla's fundamentals despite recent SpaceX-related stock dips.
BofA reiterated its Buy rating and $500 target on Microsoft ahead of fiscal Q4 earnings, pointing to stronger Azure growth. The call comes as Microsoft shares are down 20% YTD, making it a contrarian bet on AI monetization.
Polymarket traders are losing faith in the CLARITY Act, while a new exploit hits an RWA protocol.
Polymarket odds for the CLARITY Act passing this year have hit a record low of 32% as Senate negotiations stall over a bipartisan ethics provision. The crypto industry's hopes for regulatory clarity are fading.
Ostium, a real-world asset trading protocol, lost $23.7 million USDC in an oracle exploit on July 15. The team says individual funds are safe due to isolated vault architecture, but the breach underscores ongoing DeFi security risks.
SpaceX Updatewww.dailykos.com
Why is inflation in the U.S. worse than other developed countries?www.marketplace.org
Bank of England to stop accepting bonds linked to coal for key loanswww.theguardian.com
'I quit job after winning £120k on lottery – now it's all gone but I don't regret a thing'www.mirror.co.uk
Purpose and profit: why ESG matters more than ever to investorswww.insidermedia.comHomeFihomefi.space
List and discover homes for crypto on the Robinhood blockchain.
Russians turn to cash putting more strain on slowing wartime economywww.bbc.co.uk
Russians are increasingly withdrawing cash from the banking system amid wartime uncertainty, following earlier surges after Putin's partial mobilisation in 2022 and the Wagner mutiny in 2023. This cash shift is straining Russia's wartime economy by reducing tax collection at a ti
Andy Burnham could be set to announce £130 cut in energy billswww.getsurrey.co.uk
The article discusses Andy Burnham's expected announcement as incoming Prime Minister, including a proposal to cut £130 a year from energy bills by removing certain levies. The proposal, developed by thinktank Nesta and reported by the Guardian, is under consideration by Burnham'
South Korea Liberalizes Forex Markets to Strengthen Won Global Integrationcryptovka.com
South Korea's Ministry of Finance has announced a strategy to expand foreign access to its domestic bond market by easing restrictions on currency use and collateral. The policy aims to enhance the Korean won's international standing, transitioning it from a localized asset to a
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The Crypto Skeptic vs The Coinbase CEO | Brian Armstrong x Nikhil Kamath | People by WTFyt.openinapp.co
I've said it before — I'm a crypto critic. I've never bought a Bitcoin, never held a stable coin, never traded a perp. So I sat down with Brian Armstrong, the CEO of Coinbase — the company that stores more crypto than anyone else on the planet — and asked
Netflix paid $587M for Ben Affleck’s AI filmmaking startuptechcrunch.com
Netflix revealed that it paid $587 million in cash for InterPositive, a startup co-founded by Ben Affleck.
What Drives XRP’s Value If It Can Be Reused Every Few Seconds?247wallst.com
XRP settles payments in seconds and nobody in the transaction holds it, so what actually gives the coin any lasting value? The answer has almost nothing to do with how busy the network gets.
New MTG Reality Fracture Promos Showcase Dismal Valuemtgrocks.com
Since the start of MagicCon Amsterdam, we have been getting absolutely bombarded with new card reveals. As if the main set spoilers for Reality Fracture and The Hobbit weren’t enough, we also got a glimpse at some upcoming Reality Fracture promos. Unfortunately, for Store Champio
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