Jacob Shipley - Benzinga.com

Nvidia, OpenAI and the AI Money Loop

Jacob Shipley — Mon, 05 Oct 2026 13:20:06 -0400

What if part of the AI boom is the same money making several laps? In this clip from The AI Money Loop, we trace how cash moves between Nvidia, OpenAI and the cloud companies that rent out computing power, and why that circle can make demand look ...

Why a Weak Jobs Report Helps AI Stocks

Jacob Shipley — Mon, 05 Oct 2026 11:34:09 -0400

A weak jobs report and the AI boom may look like separate stories, but they meet at one pressure point: the cost of borrowed money. In this clip from The AI Money Loop, we explain why Wall Street’s relief over softer hiring may say as much a...

September Jobs Report Misses, Stock Futures Jump

Jacob Shipley — Fri, 02 Oct 2026 10:07:38 -0400

A sharp slowdown in U.S. hiring lifted stock futures on Oct. 2, as investors bet that a cooling labor market could keep the Federal Reserve from raising interest rates again this month.

Employers added only 29,000 nonfarm payrolls in Sep...

Oil Up, Bonds Down, Stocks Still Rising

Jacob Shipley — Thu, 01 Oct 2026 15:59:20 -0400

Oil up, bonds down, and stocks still won’t drop. A former CBOE market maker explains why that’s a nightmare for one type of trader.

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Anthropic's $2 Trillion IPO: What Buyers Should Know

Jacob Shipley — Wed, 30 Sep 2026 13:44:07 -0400

Anthropic’s IPO could value the Claude maker at more than $2 trillion, which would likely make it the largest stock market debut on record. One of Wall Street’s most prominent dealmakers says that still may not be enough to move the br...

Stop Calling AI a Bubble

Jacob Shipley — Fri, 25 Sep 2026 14:24:50 -0400

Is the AI bubble about to burst? Right now, everyone from Wall Street to the Bank of England is warning that AI stocks are a bubble about to pop, just like the dot-com crash of 2000. In this video I make the honest, contrarian case for why this is...

Fed Rate Decision At FOMC Meeting Today

Jacob Shipley — Wed, 16 Sep 2026 11:12:44 -0400

The Federal Reserve announces its September rate decision today at 2 p.m. ET, followed by Fed Chair Kevin Warsh’s press conference at 2:30 p.m.

A quarter-point rate hike is largely priced in, with Polymarket traders assigning an 8...

The Stock Market's Rise Before The Fall

Jacob Shipley — Fri, 28 Aug 2026 12:35:45 -0400

The stock market just got everything it wanted. Nvidia’s blowout earnings crushed the AI bubble fear, stocks ripped to record highs, and the fear that the Fed would keep hiking interest rates has finally started to fade. It’s about as ...