The Biggest Myth In the Market Just Broke
The rally in AI stocks isn't broadening — it's concentrating. New data shows capital flowing into fewer winners across semiconductors and infrastructure.
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren't the obvious stocks.
This Is How the AI Boom Ends
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
The Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won't be builders but companies applying AI to boost profits.
The AI Nobody’s Talking About Is Already Picking Winners
To understand why Mythos matters, you need to understand what’s been building underneath it. A new kind of AI that doesn’t just respond to prompts… but can execute complex tasks on its own.
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More PodcastsThe 27.1% Number That Just Killed the AI Bubble Debate
S&P 500 Q2 2026 earnings are growing 27.1%, or more than double estimates. Here's why the AI boom just turned from story to fundamental.
