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News On Demand, For Those On The Go
Big Tech Spends Even Bigger; Google’s AI Enterprise Returns Swell; Anthropic Edging Towards A Trillion; And Meta Is Once Again Punished By Investors
This round of headlines is really one story told four ways: AI is now showing up in earnings, spending plans, valuation, and investor anxiety. Alphabet delivered the clearest proof yet that AI and cloud are translating into real profit, with revenue up 22% to about $110 billion and net income up 81% to $62.6 billion, while Waymo crossed 500,000 fully autonomous rides per week. At the same time, the biggest hyperscalers are headed toward roughly $725 billion of combined AI cap
6 min read
Bad News For OpenAI = Bad News For Tech Stocks; What Is OPEC Without The Emiratis; & Kevin O'Leary To Build AI Data Centers?
The AI trade is starting to wobble, just as it gets even bigger. OpenAI missing key growth targets has rattled chip stocks and cast a shadow over upcoming Big Tech earnings, raising fresh doubts about the pace of the AI boom. At the same time, the OPEC is facing a major shake-up as the United Arab Emirates exits the bloc, threatening oil market stability. In the U.S., Kevin O'Leary is betting big on the future with plans for a massive AI-powered data center campus, while in p
5 min read
DeepSeek’s Long Awaited Release Falls Short of Expectations; China Unwinds Meta’s $2Bn Acquisition of Manus AI; & OpenAI Reneges On Exclusivity Deal With Microsoft
The latest headlines show four very different versions of power at work: AI capability, Chinese regulatory control, industrial earnings, and the corporate rules shaping the OpenAI-Microsoft alliance. DeepSeek’s new V4 model is cheaper and more mature, but still not enough to erase the U.S. lead in frontier AI; China has blocked Meta’s $2 billion Manus takeover; China’s industrial profits are rising even as the Iran war adds pressure to the economy; and OpenAI and Microsoft ha
5 min read
The Economics of Snowfall
A Deep Dive Into Who the Economic Winners and Losers are during Snowfall "The weather outside is frightful.” Frank Sinatra I was working from home on a random weekday when I took a break to look at the view from my apartment and let my mind wander. Whilst I watched people penguin walk and cars all but crawl, I settled on an interesting thought: who benefits and suffers the most financially when it snows? That question led me down an incredibly fascinating rabbit hole, t
16 min read
Your "Investment" Is Probably a Gamble. Here's How to Know for Sure.
The Differences between Dice, Deals & Dividends; "The market can remain irrational longer than you can remain solvent.” John Maynard Keynes I commonly get consulted for investment proposals, whereby people are asking of me where I believe is best for them to deploy their capital in order to get a financial return, and the first thing that I ask [after strongly indicating that I am not a financial advisor, and the entire conversation isn’t financial advice] what their time
22 min read
From Manger to Markets: An analysis of Christmas’ Commercial Takeover
Has Capitalism Devoured Christmas? Underneath the bustle of the German Christmas markets, the pouring of mulled wine and hot chocolate, the wrapping of selected trinkets, and the voices of the choir singing Christmas carols, is the faint, almost imperceptible, constant pinging of successful transactions, whether it be Apple Pay, Google Pay, cash, or a physical card. That sound is the evidence of the “Golden Quarter” in full swing, and the silent prevalence of the second r
11 min read
Big Tech Spends Even Bigger; Google’s AI Enterprise Returns Swell; Anthropic Edging Towards A Trillion; And Meta Is Once Again Punished By Investors
This round of headlines is really one story told four ways: AI is now showing up in earnings, spending plans, valuation, and investor anxiety. Alphabet delivered the clearest proof yet that AI and cloud are translating into real profit, with revenue up 22% to about $110 billion and net income up 81% to $62.6 billion, while Waymo crossed 500,000 fully autonomous rides per week. At the same time, the biggest hyperscalers are headed toward roughly $725 billion of combined AI cap
6 min read
Bad News For OpenAI = Bad News For Tech Stocks; What Is OPEC Without The Emiratis; & Kevin O'Leary To Build AI Data Centers?
The AI trade is starting to wobble, just as it gets even bigger. OpenAI missing key growth targets has rattled chip stocks and cast a shadow over upcoming Big Tech earnings, raising fresh doubts about the pace of the AI boom. At the same time, the OPEC is facing a major shake-up as the United Arab Emirates exits the bloc, threatening oil market stability. In the U.S., Kevin O'Leary is betting big on the future with plans for a massive AI-powered data center campus, while in p
5 min read
DeepSeek’s Long Awaited Release Falls Short of Expectations; China Unwinds Meta’s $2Bn Acquisition of Manus AI; & OpenAI Reneges On Exclusivity Deal With Microsoft
The latest headlines show four very different versions of power at work: AI capability, Chinese regulatory control, industrial earnings, and the corporate rules shaping the OpenAI-Microsoft alliance. DeepSeek’s new V4 model is cheaper and more mature, but still not enough to erase the U.S. lead in frontier AI; China has blocked Meta’s $2 billion Manus takeover; China’s industrial profits are rising even as the Iran war adds pressure to the economy; and OpenAI and Microsoft ha
5 min read
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