What to Do When Wall Street Starts Believing in Magic
Wall Street’s falling under AI’s spell... and the AMD-OpenAI deal shows just how deep the fantasy runs. Chasing the magic could cost you more than you think. Here's how to stay grounded before the next wave hits.
2025 global AI data center spend: $500B
2028 global AI data center spend: $900B
The AI Boom is far from over.
$NVDA $AMD $TSLA $AMZN $PLTR $CRWV $TSM ...
Wedbush channel checks: $MSFT $GOOGL $AMZN saw "very robust" demand for their enterprise AI services in Q3. Means upcoming Q3 earnings season should b...
OpenAI considering expanding its AI datacenter capacity in Canada + $ORCL, Softbank teaming up providing AI services in Japan.
This is a global phenom...