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Every earnings season now brings a fresh wave of headlines about hyperscaler AI capital expenditure hitting a new record. The “big four” — Amazon, Microsoft, Alphabet,...
Why the AI Revolution Is Breaking the Link Between Output and Labor Income Artificial intelligence is transforming the modern workplace at a breathtaking pace. Generative AI...
China’s domestic chip ecosystem is accelerating even as US export controls tighten. With tungsten up 557% and Nvidia’s China share halving, we map the permanent splitting...
Morgan Stanley estimates AI-related global debt issuance will hit $570 billion in 2026, with hyperscaler spending exceeding $1 trillion by 2027. Oracle’s crisis may be the...
Oracle’s stock collapsed 24% in 2026 as $130 billion in AI debt and negative free cash flow of $23.7 billion rattled markets. Inside the hyperscaler’s existential...
Hyperscalers are spending $725 billion on AI infrastructure in 2026. The energy demands of this buildout are reshaping global power markets, utility valuations, and electricity costs....
Micron Technology delivered a historic earnings blowout for Q3 fiscal 2026 — $41.46 billion in revenue, 84.9% gross margins, and a $50 billion Q4 outlook. Here’s...
The 2026 Iran war dominated headlines. But in the background — in the server farms of Virginia and Singapore, in the data centers of Shenzhen and...
On the evening of June 12, 2026, at 5:21 p.m. Eastern, a letter from the Commerce Department landed in Anthropic’s inbox. By the next morning, Claude...
Tokyo’s trading floors closed Friday on a number nobody had typed into a terminal before: the Nikkei 225 punched through to a fresh all-time high, riding...