RBC Capital Markets
Coverage of RBC Capital Markets in the Nexus archive.
- Tech volatility hits highest since dot-com bust next to S&P 500
The Cboe NDX Volatility Index, tied to the Nasdaq 100, has reached its highest level since 2002 relative to the S&P 500's VIX, signaling growing concerns over excessive positioning and volatility in tech stocks. A 30% rally in the Nasdaq 100 and the inclusion of Space Exploration Technologies Corp. (SpaceX) are exacerbating swings, with levered ETFs in AI and semiconductors amplifying the turbulence.
- This new research challenges nearly every big AI narrative of 2026
A new RBC survey of chief information officers and tech leaders reveals OpenAI is the most popular AI provider, with companies managing AI token budgets and increasing spending. The research challenges concerns about AI costs and shows a shift from experimental to production-stage AI adoption.
- Will UAE's departure from OPEC affect the oil cartel's future influence?
The UAE's decision to leave OPEC raises questions about the oil cartel's future influence. NPR's A Martinez discusses the potential impacts with Helima Croft, global head of commodity strategy at RBC Capital Markets.