// Sector
Finance
Capital-markets coverage of AI infrastructure, semiconductor cycles, autonomy unit economics, and the trading desks pricing the next compute boom — synthesized from earnings transcripts, filings, and wire reporting.
7 synthesized articles in this stream.
Wall Street Draws a Line Against the Prediction Markets
Goldman Sachs and other major banks are banning employees from using prediction markets. They see them less as wisdom-of-the-crowd and more as a compliance disaster waiting to happen.
Fraud's New Front Line Isn't the Bank
Banks got good at stopping credit card fraud. Now the fight has moved to social media, and the enemy has generative AI. The old playbook is worthless.
Klarna's Bid to Become a US Bank Was Always the Endgame
The pink 'Pay in 4' button is everywhere. Now it wants your paycheck. The friendly installment plan was always just the on-ramp to becoming a full-fledged, deposit-taking bank.
The IMF Warns That Code Is About to Run the Banks
Tokenization promises instant, cheap transactions. The IMF’s latest report warns that it also promises instant, systemic collapse if the code is wrong. The financial system's guardrails are being replaced by software.
The UK's Banking Cartel Is Finally Fixing Global Payments
Sending money overseas is slow and expensive. The same banks that kept it that way are now promising a fix, but this is a story about survival, not service.
Visa and Mastercard Are Building Their Own Digital Dollar
This isn't another crypto project. It's the old guard of payments forming a cartel to build a rival to USDC. The implications for Circle are immediate and the implications for a decentralized future are worse.
The UK Is Stress-Testing Its Banks for Climate Collapse
Standard financial models assume the weather is predictable. A UK regulator is finally testing a system that knows it isn't, and the results could re-price entire economies overnight.