The AI Spending Migration Begins
In 1901, a group of investors gathered in New York to debate whether electricity was overhyped. 1901, coal tycoons, steel
Read MoreIn 1901, a group of investors gathered in New York to debate whether electricity was overhyped. 1901, coal tycoons, steel
Read MoreWall Street thinks Big Tech may be lighting $700 billion a year on fire. If that’s true, we’re in the
Read MoreNvidia (NVDA) just reported fourth-quarter earnings, and they were absurd. Beats, beats, and more beats, with Q1 guidance obliterating expectations
Read MoreFederal supremacy, fast-tracked megaprojects, and a trillion-dollar capital shift are reshaping the market. If you spent the last election cycle
Read MoreThe free market didn’t fail … it was replaced. Welcome to America’s Technological Republic. For roughly 250 years, the Western
Read MoreA new convergence of AI, economics, and political power is reshaping the global order If you ask the average American
Read MoreAt the core of SaaSmageddon, the workflow still exists, but fewer license-paying humans may be required to run it In
Read MoreNew catalysts are aligning. Here’s where capital is likely to flow next. Editor’s note: “Orbital Compute and Space AI Stocks:
Read MoreEditor’s Note: Every Sunday, we’ll publish a quick Weekly Roundup to connect the dots from the past five issues of
Read MoreEditor’s note: “AI Job Loss Is Accelerating – and Washington Won’t Stop It” was previously published in January 2026 with
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