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The Information Finance

By Ken Brown

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Recent Editions

A SpaceX Falcon 9 rocket lifts off in September. Manuel Mazzanti/Getty Images.
The Information Finance

SpaceX's Retail Moment

By Cory Weinberg · Dec 10, 2025 8:00am PST · 1 comment
It’s Elon Musk. It’s space. It’s Elon Musk trying to put data centers in space and go to Mars. If Musk’s SpaceX does indeed list its shares in a blockbuster initial public offering next year, expect retail traders to hit the “buy” button furiously in their Robinhood app. Institutional investors, and later index funds, will face pressure to buy,... It’s Elon Musk. It’s space. It’s Elon Musk trying to put data centers in space and go to Mars. If...
S&P Takes on AI Debt Deals and Crypto Giants
The Information Finance

S&P Takes on AI Debt Deals and Crypto Giants

By Ken Brown · Dec 3, 2025 8:00am PST
More than a few years ago, I met with ratings agency analysts covering giant telecom equipment companies like Lucent Technologies. The telecom bust had already begun, but the analysts remained optimistic about the companies’ future. They were wildly wrong.Roughly a decade later, the dominant ratings agencies, Moody’s and Standard & Poor’s,... More than a few years ago, I met with ratings agency analysts covering giant telecom equipment...
Art by Clark Miller
The Information Finance

Crypto Winter Will Be Different This Time

By Ken Brown · Nov 26, 2025 8:00am PST · 5 comments
Winter is coming, not just in the seasons but in the crypto market. If the current downturn turns into another crypto winter, it will have a bigger impact on the mainstream financial system than it has in the past. Bitcoin has fallen 30% in less than two months and is down for the year, while other cryptocurrencies have crashed by much... Winter is coming, not just in the seasons but in the crypto market. If the current downturn turns...
Art by Clark Miller
It’s too Soon to Call an End to the AI Boom
By Ken Brown · Nov 19, 2025 8:00am PST · 3 comments
Art by Clark Miller
The Information Finance

It’s too Soon to Call an End to the AI Boom

By Ken Brown · Nov 19, 2025 8:00am PST · 3 comments
I’m the senior finance editor here at The Information. I’ll be writing this new column on money, dealmaking and bubbles of all sorts every Wednesday.  If you have any feedback or suggestions on topics I should explore, feel free to reply directly with your feedback.We’re launching this newsletter to cover the increasing role finance is... I’m the senior finance editor here at The Information. I’ll be writing this new column on money,...