Our 13-Signal AI Bubble Checklist Says the Peak Isn’t Here Yet
Seven of 13 AI bubble warning signs are flashing, but strong chip orders and full data centers still argue against a confirmed peak.
The New Space Race Is About Who Controls the Infrastructure
Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.
Meta Is About to Show Whether Bigger AI Capex Still Wins
Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.
Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft's Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.
Data center backlash is delaying projects, but AI demand is shifting capital toward the companies solving the buildout’s bottlenecks.
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More PodcastsWhy AI Stocks Are Falling (And What to Buy Now)
Investors are questioning whether the AI build-out can earn back its enormous cost. That is a necessary question. But the answer depends partly on applications still moving from research labs into practical use.
