AI

The aggregate spending from hyperscalers, which includes Microsoft, Alphabet, Amazon, Meta, and Oracle, has reached astronomical levels.

Why recent statements by the US administration point to the increased use of stock markets as a quasi lever of government policy.

ARK Invest founder Cathie Wood on why AI panic is misplaced, AI giants are heading public, and what a cure is really worth.

AI may not kill enterprise software. It could make systems of record more valuable as interfaces become personalised and agentic.

In the data arms race of investing, judgement has never been so important.

The income is back, the diversification benefit isn't. Kapstream's Dan Siluk on navigating a structurally higher rates and volatility world.

Companies are mentioning AI more and more, but does the rhetoric carry any substance?

Nvidia’s earnings prove the AI surge continues, but expanding capacity and rising debt signal a shift toward critical overbuild risks.

Humanoids, autonomous vehicles and inference at scale. Why Hyperion thinks the AI revenue opportunity outweighs the capex explosion.

With open-source models and falling inference costs, the economics of AI are becoming clearer. Here are six ideas that have reshaped my view