Topic:Fox Business

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

Robinhood CEO Tenev: Prediction market revenue surpasses crypto; financial super app now has 14 business lines with annualized revenue above one hundred million dollars

Robinhood CEO Vlad Tenev said the company posted record third-quarter revenue of 1.42 billion dollars, but crypto revenue plunged 55% year over year to 120 million dollars. The real new engine is prediction markets, where revenue rose more than sixfold to 173 million dollars, surpassing crypto, as the company builds toward a financial super app.

Fox Business ·

Fox interview: Cresset CIO Silverman on a bond yield peak near 5% and his inflation outlook

Cresset Chief Investment Officer Mike Silverman speaks with Fox's *Barron's Roundtable*: He is not worried about inflation spiraling out of control, believes bond yields have peaked around 5%, and expects the Federal Reserve to keep raising rates to bring inflation down. He also discusses why divergent consumer experiences are key to understanding the current economy.

Fox Business ·

Fox interview: TeraWulf CEO Prager on the 19 billion-dollar lease with Anthropic

TeraWulf Chairman and CEO Paul Prager speaks with Fox's Claman's Power Players: the company signed a lease with Anthropic representing approximately 19 billion dollars in contracted revenue, of which the Kentucky project is a part; he also discusses how the real bottleneck for AI power demand lies in power and cooling infrastructure, not chips.

Fox Business ·

Fox interview: West Virginia Governor Morrisey on data centers, the 50-gigawatt target and lower diesel prices

West Virginia Governor Patrick Morrisey speaks with Fox’s “Varney & Co.”: The state already has dozens of data center projects under construction or in planning. It aims to reach 50 gigawatts of electricity capacity by 2050, provided residents do not pay a penny more for electricity and water and the environment are protected. He says this is West Virginia’s path out of poverty and toward higher living standards.

Fox Business ·

Fox interview: Camporeale and Brigati on AI capital spending, the third industrial revolution and next week’s key test

J.P. Morgan Wealth Management Chief Investment Strategist Phil Camporeale and SWBC Chief Investment Officer Chris Brigati speak with Fox: approximately 15 trillion dollars in AI-related capital spending over the next 15 years will deliver the strongest G7 growth in nearly 15 years, but the market is now scrutinizing how the money will be financed; next week’s Federal Reserve rate decision and earnings from Microsoft, Amazon and Google are the key tests for the AI narrative.

Fox Business ·

Fox interview: Tobin on 7.5% mortgage rates and whether the American dream is still alive

Jim Tobin, CEO of the National Association of Home Builders, speaks with Fox’s Varney & Co.: Mortgage rates of 7.5% are eating up all the good news in the housing market. The association expects single-family housing starts to fall by at least 4% this year and another 3% next year; but he insists the American dream is not dead, only delayed.

Fox Business ·

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