December 21, 2025 Edition This is a weekly free look of our premium Kedrosky Daily email. If you're not already a subscriber, sign up for a five-day
The banks hold the lead in AI and data center related bond issuance
A quick credit default swap lesson using Oracle as case study
AI-related survey of retail investors shows high complacency
The first rule of AI dead-ends: Imagine you're not in one
December 14, 2025 Edition This is a weekly free look of our premium Kedrosky Daily email. If you're not already a subscriber, sign up for a five-day
Oracle, Fermi, and Broadcom spoke with one voice this week about AI data centers, if unintentionally
Oracle isn't a tech company, really, and why Q3 GDP numbers already make no sense
