Investing
AI Infrastructure Spending Set to Outpace Canal, Rail and Electrification Eras Combined
Underdog Launches Private On-Device AI as Claude Opus 5.5 Demos Flood In
Muddy Waters Challenges Nidec as US Jobs Data and AI Infrastructure Bets Diverge
AI Power Demand, Crypto's Agent-Driven Cycle, and a Historic Bond Drawdown
Claude Opus 5.5 Sparks a Wave of AI-Generated Music Videos and Animation
AMD to Acquire World Labs for $8.2B as AI Infrastructure and Market Breadth Diverge
Starlink V3 Reaches Orbit, Opus 5.5 Powers End-to-End Music Videos, and Nvidia's Market Cap Tops the Entire Russell 2000
OpenAI Agent Incidents Draw Scrutiny as Norway Hikes Rates and Mortgage Rates Hit 2025 High
Cognition Hits $1B ARR as Investors Debate Tokenization, Indexing, and Active Management
Nvidia and Apple Top 15% of S&P 500 as Consumer and Manufacturing Signals Diverge
Muddy Waters Flags Record Enforcement Gap as Rate and Inflation Pressures Build
Money Supply Growth Hits 4-Year High as Rate-Cut Bets Flip to Rate Hikes
AI Valuation Reflexivity, Record Housing Unaffordability, and the Tokenization Thesis
Japan Hikes to 1.25%, Meta Hits $2.9M Revenue per Employee, and Bilello, Sonders, Pal Weigh In on Markets
Jason's Angel Syndicate Hits 4,000+ Active Members as AI, Apple M&A and Crypto Commentary Dominate
Raoul Pal Ties Fiscal Dominance to Bitcoin, AI Labor and a New Market Tool
US Bond Market Suffers Longest Drawdown as Fed Rate Cuts Questioned and Autonomous Trucks Head to Saudi Arabia
US Debt Woes, Earnings Concentration, and Dallas Fed Rebound Dominate Market Signals
Nvidia's Record Q2, BOK Rate Hike, and Agent-Driven Crypto Thesis
Core PCE Stays at 3.3%, Bitcoin Hits Mainstream, and AI for Rare Diseases Gains Ground