Nvidia’s Jensen Huang Warns China Could Overtake the U.S. in the AI Arms Race

Published on November 25, 2025

Nvidia CEO Jensen Huang turned heads earlier this month when he told the Financial Times he believes China will win the artificial intelligence (AI) arms race due to the country’s expanding power capacity and lack of regulatory bottlenecks that slow things down here in the U.S.

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Ducks on the Water: Beneath the Surface, Market Speculation Runs Deep

November 25, 2025
Like ducks on a pond, markets often appear calm on the surface while churning furiously underneath. For financial markets, above the surface, attention has focused on equity market valuations and record-tight levels of credit spreads, but a deeper look reveals even more extreme dynamics below.

Private Assets to Be Half of Industry Revenues by 2030, PwC Says

November 25, 2025
The asset- and wealth-management industry will take in about $432 billion in revenue from private assets in 2030, PwC found.