The tech sector shed over $1 trillion in market value last week as major players—including Nvidia, Microsoft, and Palantir—faced a sharp pullback. What triggered the sell-off? Mounting concerns about the sustainability of AI-related capital investment, combined with broader economic uncertainty, exposed vulnerabilities in this highly concentrated, bullish market.

Highlights from the week of October 31 – November 6, 2025.

Announced layoffs surged to a 20-year high, consumer sentiment hovered near record lows, tariff uncertainty rattled markets…and the government stayed shut.

Strong relationships with fund sponsors (GPs) can open doors to attractive opportunities and positively influence investment outcomes for secondaries investors. Here’s how.

As AI-powered cyber threats grow smarter and faster, new defensive AI capabilities are stepping up, turning the battle for digital security into a race of autonomous minds.

The third-quarter earnings season is rolling along with solid momentum. So far, 78% of S&P 500 companies have reported, and the results are impressive...

Despite the rate cut, expectations for more cuts this year declined following Chair Powell’s remarks.

Despite the rate cut, expectations for more cuts this year declined following Chair Powell’s remarks.

As of late October 2025, the U.S government remains in the second-longest shutdown in its history. This standstill has disrupted pay for workers, stopped government services, and has halted the release of key economic indicators that investors and policymakers rely on.

Artificial intelligence is now a driving force behind market cycles, reshaping fixed income as tech giants seek financing for their historic capex boom. Here’s how it’s changing portfolios, risks, and opportunities.